{"unit_id": "orig:1955338790958145756", "ticker_idx": 0, "ts": "2025-08-12T18:41:10+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY 11/21 700c $25.50", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long LLY via Nov 21 $700 call options at $25.50.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "This one's not for the faint of heart:\n\n$LLY 11/21 700c $25.50", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006583977629164406, "ret_signed_m1d": -0.006583977629164406, "alpha_spy_m1d": 0.003949896226003391, "alpha_c_m1d": 0.003949896226003391, "bench_spy_m1d": -0.010533873855167797, "bench_c_m1d": -0.010533873855167797, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03293584534208471, "ret_signed_p1d": 0.03293584534208471, "alpha_spy_p1d": 0.029512697885281547, "alpha_c_p1d": 0.029512697885281547, "bench_spy_p1d": 0.003423147456803166, "bench_c_p1d": 0.003423147456803166, "ret_p1w": 0.1021607581783035, "ret_signed_p1w": 0.1021607581783035, "alpha_spy_p1w": 0.10664191889556507, "alpha_c_p1w": 0.10664191889556507, "bench_spy_p1w": -0.0044811607172615675, "bench_c_p1w": -0.0044811607172615675, "ret_p1m": 0.18273700521877223, "ret_signed_p1m": 0.18273700521877223, "alpha_spy_p1m": 0.16792424492950464, "alpha_c_p1m": 0.16792424492950464, "bench_spy_p1m": 0.01481276028926759, "bench_c_p1m": 0.01481276028926759, "ret_p3m": 0.4487910501277057, "ret_signed_p3m": 0.4487910501277057, "alpha_spy_p3m": 0.40189415982664256, "alpha_c_p3m": 0.40189415982664256, "bench_spy_p3m": 0.04689689030106314, "bench_c_p3m": 0.04689689030106314, "ret_p6m": 0.7377684726175473, "ret_signed_p6m": 0.7377684726175473, "alpha_spy_p6m": 0.6639604830132195, "alpha_c_p6m": 0.6639604830132195, "bench_spy_p6m": 0.07380798960432777, "bench_c_p6m": 0.07380798960432777, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18273700521877223, "alpha_spy_stated": 0.16792424492950464, "alpha_c_stated": 0.16792424492950464, "price_path": [0.1444, 0.1845, 0.1809, 0.1682, 0.1337, 0.1185, 0.1162, 0.1162, 0.1342, 0.125, 0.13, 0.1536, 0.1684, 0.1741, 0.1977, 0.1974, 0.204, 0.21, 0.2624, 0.2646, 0.2699, 0.2814, 0.263, 0.2374, 0.2277, 0.2277, 0.1928, 0.2052, 0.2168, 0.2391, 0.2435, 0.2127, 0.2191, 0.2134, 0.2187, 0.2209, 0.2209, 0.2087, 0.2162, 0.2307, 0.2365, 0.2402, 0.2501, 0.2069, 0.2352, 0.1909, 0.2069, 0.192, 0.2143, 0.2494, 0.2596, 0.271, 0.2638, 0.1932, 0.1887, 0.1574, 0.1922, 0.2026, 0.1979, 0.1672, 0.0022, -0.0216, -0.0066, 0.0, 0.0329, 0.0704, 0.0991, 0.0941, 0.1022, 0.1057, 0.1125, 0.1154, 0.0898, 0.1536, 0.1507, 0.1472, 0.1482, 0.1482, 0.1523, 0.1564, 0.1644, 0.1398, 0.1577, 0.1765, 0.1827, 0.1853, 0.1839, 0.1727, 0.1986, 0.1914, 0.1958, 0.1786, 0.1833, 0.1708, 0.1627, 0.12, 0.1356, 0.1387, 0.1959, 0.2937, 0.285, 0.3164, 0.3245, 0.3222, 0.3255, 0.3406, 0.3064, 0.2843, 0.2732, 0.2955, 0.2842, 0.2583, 0.2679, 0.2532, 0.2733, 0.2868, 0.2938, 0.2953, 0.2854, 0.2751, 0.3236, 0.3524, 0.4052, 0.4213, 0.451, 0.4693, 0.4488, 0.515, 0.5495, 0.5952, 0.6032, 0.6093, 0.6037, 0.6168, 0.6475, 0.6376, 0.6633, 0.6798, 0.7422, 0.7334, 0.7334, 0.6881, 0.6605, 0.642, 0.6223, 0.5924, 0.5858, 0.5658, 0.5417, 0.5596, 0.5844, 0.6128, 0.6672, 0.6548, 0.6352, 0.6589, 0.6818, 0.6897, 0.6821, 0.6905, 0.6905, 0.6917, 0.6932, 0.6948, 0.6868, 0.6868, 0.6958, 0.6348, 0.6701, 0.7393, 0.7033, 0.6694, 0.6968, 0.6908, 0.6847, 0.6214, 0.6299, 0.6299, 0.6344, 0.6929, 0.7068, 0.6705, 0.6681, 0.6316, 0.607, 0.6075, 0.6279, 0.6389, 0.5751, 0.7378]}
{"unit_id": "reply:1940054041863831781", "ticker_idx": 0, "ts": "2025-07-01T14:25:02+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've held $AAPL for...25 years now? I acquired most of my position in 2009. But I view it as a retail services company that pays me a bit of a dividend and doesn't have much downside", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long-term AAPL holder; views it as a low-downside dividend payer with moat, not a high-growth tech stock.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "reply_other", "lang": "en", "tweet_text": "For me, the only 2 interesting things about $AAPL are:\n\n1)  The obscene amount of money they have in the bank and\n2)  Their dedicated installed user base\n\nThey don't innovate.  Their eye for style isn't there anymore. They have no ideas.\n\nBut they can essentially buy their way into any market they want (except semiconductors), are recession immune because of their moat, and they have a customer base that, no matter how much that customer base talks about how boring the products have become, will still dutifully line up and buy every one of them.\n\nI've held $AAPL for...25 years now?  I acquired most of my position in 2009.  But I view it as a retail services company that pays me a bit of a dividend and doesn't have much downside, not as a tech stock that's going to appreciate at big percentages.", "reply_text": null, "parent_text": "@BonkDaCarnivore Bonk, on a long time frame investment standpoint what’s your personal thoughts on $AAPL? I ask bc I can’t stand the direction Tim Cuck is taking the company. iPhone was the 1st phone I ever had and will be the last. I love Apple products. But w that said I can’t stand Tim when", "quoted_text": null, "parent_author": "TFervida3", "ret_m1d": -0.012751483078162429, "ret_signed_m1d": -0.012751483078162429, "alpha_spy_m1d": -0.013075167532060505, "alpha_c_m1d": -0.021756493879255046, "bench_spy_m1d": 0.00032368445389807654, "bench_c_m1d": 0.009005010801092617, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02223085827207738, "ret_signed_p1d": 0.02223085827207738, "alpha_spy_p1d": 0.01769758175626146, "alpha_c_p1d": 0.011671750103469769, "bench_spy_p1d": 0.0045332765158159205, "bench_c_p1d": 0.010559108168607612, "ret_p1w": 0.010537987492585277, "ret_signed_p1w": 0.010537987492585277, "alpha_spy_p1w": 0.006182797220339653, "alpha_c_p1w": -0.010659771183771705, "bench_spy_p1w": 0.004355190272245624, "bench_c_p1w": 0.02119775867635698, "ret_p1m": 0.005918528059344119, "ret_signed_p1m": 0.005918528059344119, "alpha_spy_p1m": -0.021297474708716013, "alpha_c_p1m": -0.048709599906515244, "bench_spy_p1m": 0.027216002768060132, "bench_c_p1m": 0.05462812796585936, "ret_p3m": 0.23063189519760363, "ret_signed_p3m": 0.23063189519760363, "alpha_spy_p3m": 0.15614819581914152, "alpha_c_p3m": 0.11815481550881635, "bench_spy_p3m": 0.07448369937846211, "bench_c_p3m": 0.11247707968878728, "ret_p6m": 0.32030824702545857, "ret_signed_p6m": 0.32030824702545857, "alpha_spy_p6m": 0.19614466439663047, "alpha_c_p6m": 0.1511627142740073, "bench_spy_p6m": 0.1241635826288281, "bench_c_p6m": 0.16914553275145128, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0236, -0.0947, -0.128, -0.1714, -0.0444, -0.0849, -0.0478, -0.0268, -0.0286, -0.0664, -0.0534, -0.0534, -0.0718, -0.0401, -0.0168, 0.0013, 0.0057, 0.0098, 0.015, 0.0212, 0.0251, -0.0132, -0.0442, -0.046, -0.0569, -0.051, -0.046, 0.0143, 0.0246, 0.0217, 0.0175, 0.0166, 0.0046, -0.0046, -0.0276, -0.0311, -0.0604, -0.0604, -0.0366, -0.0356, -0.0379, -0.0335, -0.0294, -0.0219, -0.0241, -0.0346, -0.0188, -0.0307, -0.0248, -0.0435, -0.0415, -0.0547, -0.0452, -0.0586, -0.0541, -0.0541, -0.0328, -0.0304, -0.0362, -0.0301, -0.0328, -0.0324, -0.0128, 0.0, 0.0222, 0.0276, 0.0276, 0.0102, 0.0105, 0.016, 0.0221, 0.0161, 0.0038, 0.0062, 0.0113, 0.0106, 0.0162, 0.0224, 0.0317, 0.0305, 0.0286, 0.0292, 0.03, 0.0166, 0.0059, -0.0012, -0.0262, -0.0215, -0.0236, 0.0261, 0.0588, 0.1036, 0.0944, 0.1063, 0.124, 0.1214, 0.1156, 0.1123, 0.1107, 0.0888, 0.0834, 0.0972, 0.0943, 0.1047, 0.1103, 0.1203, 0.1183, 0.1183, 0.1066, 0.1488, 0.1551, 0.1547, 0.1459, 0.1289, 0.0925, 0.1081, 0.1276, 0.1403, 0.1472, 0.1513, 0.1459, 0.1827, 0.2336, 0.2257, 0.2155, 0.2374, 0.2306, 0.2257, 0.2266, 0.2306, 0.2387, 0.243, 0.2366, 0.2355, 0.2432, 0.2238, 0.1815, 0.1931, 0.1936, 0.2011, 0.192, 0.2154, 0.2633, 0.2658, 0.245, 0.2505, 0.2661, 0.2949, 0.2959, 0.2992, 0.3074, 0.3025, 0.2961, 0.3009, 0.3014, 0.2996, 0.2933, 0.2992, 0.3273, 0.3187, 0.3162, 0.3136, 0.2897, 0.2896, 0.295, 0.2839, 0.3091, 0.3305, 0.3355, 0.3383, 0.3383, 0.3446, 0.3651, 0.38, 0.3702, 0.3535, 0.3443, 0.34, 0.3366, 0.3443, 0.3407, 0.3419, 0.3218, 0.3242, 0.3108, 0.3125, 0.3196, 0.3066, 0.3133, 0.3203]}
{"unit_id": "thread:1945867929674997993", "ticker_idx": 0, "ts": "2025-07-17T15:27:21+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL 9/19 190c $7.10", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long GOOGL via 9/19 $190 calls, entry $6.65.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$GOOGL 9/19 190c $7.10\n\nI wanted to call this out in the Diner when it was near the lows, but there was a dude caping for child rape, so...\n\n---\n\n(For accounting purposes, my entry was $6.65)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0033226988963958037, "ret_signed_m1d": -0.0033226988963958037, "alpha_spy_m1d": 0.002759768267778462, "alpha_c_m1d": 0.00014569648825479842, "bench_spy_m1d": -0.006082467164174266, "bench_c_m1d": -0.003468395384650602, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00806185011195426, "ret_signed_p1d": 0.00806185011195426, "alpha_spy_p1d": 0.008794263014064718, "alpha_c_p1d": 0.012654982125713143, "bench_spy_p1d": -0.0007324129021104575, "bench_c_p1d": -0.004593132013758883, "ret_p1w": 0.04679168923504573, "ret_signed_p1w": 0.04679168923504573, "alpha_spy_p1w": 0.036633074258912046, "alpha_c_p1w": 0.02851276885219911, "bench_spy_p1w": 0.010158614976133684, "bench_c_p1w": 0.01827892038284662, "ret_p1m": 0.11068750076061473, "ret_signed_p1m": 0.11068750076061473, "alpha_spy_p1m": 0.08616671274980137, "alpha_c_p1m": 0.06569312408261951, "bench_spy_p1m": 0.024520788010813366, "bench_c_p1m": 0.04499437667799522, "ret_p3m": 0.33821518838990894, "ret_signed_p3m": 0.33821518838990894, "alpha_spy_p3m": 0.28085264517945885, "alpha_c_p3m": 0.2603221208542126, "bench_spy_p3m": 0.05736254321045009, "bench_c_p3m": 0.07789306753569636, "ret_p6m": 0.7925646297527174, "ret_signed_p6m": 0.7925646297527174, "alpha_spy_p6m": 0.6810894846986018, "alpha_c_p6m": 0.6798511694100482, "bench_spy_p6m": 0.1114751450541156, "bench_c_p6m": 0.11271346034266916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11068750076061473, "alpha_spy_stated": 0.08616671274980137, "alpha_c_stated": 0.06569312408261951, "price_path": [-0.1966, -0.1759, -0.1548, -0.1334, -0.1188, -0.1262, -0.1286, -0.136, -0.1224, -0.1076, -0.1066, -0.1119, -0.1764, -0.1606, -0.1689, -0.1379, -0.1321, -0.1003, -0.108, -0.0958, -0.0939, -0.1078, -0.0829, -0.0704, -0.0834, -0.0834, -0.0593, -0.0623, -0.065, -0.0656, -0.0804, -0.0959, -0.0857, -0.0848, -0.0551, -0.0408, -0.0271, -0.0339, -0.0429, -0.0485, -0.0371, -0.0416, -0.0559, -0.0559, -0.0923, -0.1002, -0.0916, -0.0703, -0.0547, -0.0275, -0.04, -0.0422, -0.0269, -0.0221, -0.0221, -0.037, -0.0502, -0.0379, -0.0325, -0.0185, -0.011, -0.0086, -0.0033, 0.0, 0.0081, 0.0355, 0.0423, 0.0362, 0.0468, 0.0523, 0.049, 0.0663, 0.0705, 0.0453, 0.0302, 0.0624, 0.0604, 0.0681, 0.0705, 0.0972, 0.0949, 0.1076, 0.1001, 0.1055, 0.1107, 0.1085, 0.098, 0.0857, 0.0881, 0.1226, 0.1357, 0.1283, 0.1302, 0.1528, 0.1598, 0.1598, 0.1513, 0.2565, 0.2654, 0.2801, 0.276, 0.3065, 0.304, 0.3105, 0.3129, 0.3718, 0.3693, 0.3605, 0.3741, 0.3888, 0.3768, 0.3721, 0.3474, 0.3401, 0.3442, 0.3306, 0.3254, 0.3352, 0.3395, 0.3377, 0.3654, 0.3399, 0.3337, 0.3168, 0.2898, 0.3311, 0.3382, 0.3686, 0.371, 0.381, 0.3987, 0.3655, 0.3722, 0.3798, 0.4171, 0.4681, 0.4583, 0.497, 0.5347, 0.5331, 0.5469, 0.5132, 0.5501, 0.5525, 0.5202, 0.5817, 0.5882, 0.5632, 0.5188, 0.507, 0.554, 0.5499, 0.5964, 0.5781, 0.6338, 0.7369, 0.7634, 0.7444, 0.7444, 0.7456, 0.7168, 0.7218, 0.7427, 0.7317, 0.7516, 0.7115, 0.7299, 0.747, 0.7045, 0.6874, 0.6815, 0.6725, 0.6188, 0.6501, 0.6758, 0.6901, 0.715, 0.7136, 0.7136, 0.7104, 0.7107, 0.7123, 0.7076, 0.7076, 0.7193, 0.7269, 0.7149, 0.7566, 0.7755, 0.7926]}
{"unit_id": "orig:1949948594598879680", "ticker_idx": 0, "ts": "2025-07-28T21:42:27+00:00", "symbol": "WHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tariffs + a tapped out consumer with no access to credit = a bad time for $WHR", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish WHR: tariff headwinds plus credit-constrained consumer spell trouble for Whirlpool.", "resolved_tickers": ["WHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Furnishings, Fixtures & Appliances", "unit_kind": "original", "lang": "en", "tweet_text": "Tariffs + a tapped out consumer with no access to credit = a bad time for $WHR.  The Golden Age https://t.co/8XShORHxlJ", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.15514377951569092, "ret_signed_m1d": -0.15514377951569092, "alpha_spy_m1d": -0.15249915532430758, "alpha_c_m1d": -0.15249915532430758, "bench_spy_m1d": 0.002644624191383338, "bench_c_m1d": 0.002644624191383338, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012034138028036545, "ret_signed_p1d": 0.012034138028036545, "alpha_spy_p1d": 0.010774807016993404, "alpha_c_p1d": 0.010774807016993404, "bench_spy_p1d": -0.001259331011043141, "bench_c_p1d": -0.001259331011043141, "ret_p1w": -0.002713727365862839, "ret_signed_p1w": 0.002713727365862839, "alpha_spy_p1w": -0.00876191072699628, "alpha_c_p1w": -0.00876191072699628, "bench_spy_p1w": -0.01147563809285912, "bench_c_p1w": -0.01147563809285912, "ret_p1m": 0.1160924079431298, "ret_signed_p1m": -0.1160924079431298, "alpha_spy_p1m": -0.09819424951973432, "alpha_c_p1m": -0.09819424951973432, "bench_spy_p1m": 0.017898158423395483, "bench_c_p1m": 0.017898158423395483, "ret_p3m": -0.12259826500529403, "ret_signed_p3m": 0.12259826500529403, "alpha_spy_p3m": 0.1916528578815132, "alpha_c_p3m": 0.1916528578815132, "bench_spy_p3m": 0.06905459287621918, "bench_c_p3m": 0.06905459287621918, "ret_p6m": 0.06060943815630315, "ret_signed_p6m": -0.06060943815630315, "alpha_spy_p6m": 0.024507075396887235, "alpha_c_p6m": 0.024507075396887235, "bench_spy_p6m": 0.08511651355319039, "bench_c_p6m": 0.08511651355319039, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1160924079431298, "alpha_spy_stated": -0.09819424951973432, "alpha_c_stated": -0.09819424951973432, "price_path": [-0.1255, -0.1005, -0.1092, -0.1147, -0.116, -0.0774, -0.0756, -0.0347, -0.0291, -0.034, -0.034, -0.0247, -0.0302, -0.0323, -0.0892, -0.0829, -0.0882, -0.0882, -0.0601, -0.0781, -0.0724, -0.0787, -0.0733, -0.04, -0.0359, -0.0317, -0.0204, -0.0021, 0.038, 0.031, 0.033, 0.0647, 0.0978, 0.0768, 0.0831, 0.0831, 0.097, 0.1063, 0.1222, 0.1101, 0.1261, 0.1346, 0.1966, 0.2421, 0.3047, 0.297, 0.297, 0.2801, 0.2711, 0.2728, 0.2793, 0.2801, 0.2564, 0.1909, 0.1345, 0.1399, 0.0993, 0.088, 0.1387, 0.1735, 0.1635, 0.1767, 0.1551, 0.0, -0.012, -0.0203, -0.0247, -0.0196, -0.0027, -0.0217, -0.0119, -0.0124, -0.0298, 0.0116, 0.0643, 0.0501, 0.0398, 0.0393, 0.0567, 0.0264, 0.0407, 0.1049, 0.1045, 0.1201, 0.1161, 0.1144, 0.1096, 0.1096, 0.0786, 0.0656, 0.0962, 0.1249, 0.138, 0.1174, 0.1167, 0.1311, 0.097, 0.0712, 0.0756, 0.0297, 0.0113, -0.0152, -0.0341, -0.0479, -0.0514, -0.0772, -0.077, -0.0665, -0.0638, -0.0589, -0.0523, -0.0465, -0.0551, -0.0872, -0.0813, -0.1132, -0.148, -0.1433, -0.1181, -0.1286, -0.1401, -0.1333, -0.1346, -0.112, -0.1303, -0.1151, -0.1226, -0.1212, -0.0759, -0.1119, -0.1457, -0.1468, -0.155, -0.1602, -0.1524, -0.1848, -0.1949, -0.2198, -0.2129, -0.206, -0.2175, -0.1629, -0.1876, -0.1819, -0.1657, -0.1632, -0.1143, -0.0948, -0.0621, -0.0499, -0.0499, -0.0667, -0.041, -0.04, -0.0245, -0.0359, -0.0823, -0.0949, -0.0997, -0.0574, -0.0522, -0.0632, -0.0678, -0.088, -0.0818, -0.0714, -0.1122, -0.1261, -0.1362, -0.13, -0.13, -0.1299, -0.1356, -0.1286, -0.1296, -0.1296, -0.1011, -0.075, -0.0455, -0.0721, -0.0182, 0.0069, 0.0128, 0.026, 0.0286, 0.0225, 0.0513, 0.0513, 0.0391, 0.0606]}
{"unit_id": "orig:1942141828595318829", "ticker_idx": 0, "ts": "2025-07-07T08:41:09+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'd still say play long, but size accordingly", "tweet_type": "analysis", "timeline": "weeks", "summary": "Long AMZN into Prime Day despite tariff uncertainty; bearish TSLA on Musk political distraction and retail selling pressure.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Weekly market analysis:\n\nSo I'm traveling abroad at the moment on a short trip, don't really feel like writing something terribly in depth.  Here are the Cliff's Notes:\n\n-There are no interesting earnings for the week, though I have been known to play a little $WDFC from time to time.\n\n-The TACO trade is back, w/ the administration admitting that not only did 200 countries not reach out to beg for deals, but that, in actuality, the number of countries who cared enough to even inquire about negotiating with the US could be less than 5.  But don't worry, he's gonna send strongly worded letters to all the countries laughing at us.  Also, he's threatening 70% tariffs in August, so he's pushing back the date yet again...expect this to be a running theme, but it will create market uncertainty as people try to figure out how much of a chicken he'll be.\n\n-This would normally be a layup week to play $AMZN long, as it tends to do well during the Prime Day period.  Tariffs make that a little uncertain.  I'd still say play long, but size accordingly\n\n- $TSLA might be well and truly fucked. Elmo once again getting distracted by politics, which the market hates.  Also, now all the Magadoltians are going to sell their collective 4 shares bought with stolen copper wire money, so expect pressure from that :P.\n\n-On the upside, geopolitical unrest seems to be settling down.  And the government revealed it's not going to reveal any other world leaders as pedophiles, so...some of you voted for that.\n\n-We're not coming back till Tuesday, so probably no trades for the next 2 days.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0002684814886383391, "ret_signed_m1d": -0.0002684814886383391, "alpha_spy_m1d": -0.0077765472371952304, "alpha_c_m1d": -0.013134745771263279, "bench_spy_m1d": 0.007508065748556891, "bench_c_m1d": 0.01286626428262494, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018391733064396676, "ret_signed_p1d": -0.018391733064396676, "alpha_spy_p1d": -0.017844016846651378, "alpha_c_p1d": -0.015003429419154224, "bench_spy_p1d": -0.0005477162177452977, "bench_c_p1d": -0.003388303645242452, "ret_p1w": 0.00993422476652972, "ret_signed_p1w": 0.00993422476652972, "alpha_spy_p1w": 0.003280211537839417, "alpha_c_p1w": -0.007693892412743875, "bench_spy_p1w": 0.006654013228690303, "bench_c_p1w": 0.017628117179273595, "ret_p1m": -0.043495776469359204, "ret_signed_p1m": -0.043495776469359204, "alpha_spy_p1m": -0.05524098201863781, "alpha_c_p1m": -0.045831028030825505, "bench_spy_p1m": 0.011745205549278603, "bench_c_p1m": 0.0023352515614663005, "ret_p3m": -0.004743355049015574, "ret_signed_p3m": -0.004743355049015574, "alpha_spy_p3m": -0.08593705310931876, "alpha_c_p3m": -0.10283052592192943, "bench_spy_p3m": 0.08119369806030319, "bench_c_p3m": 0.09808717087291385, "ret_p6m": 0.04054234353203379, "ret_signed_p6m": 0.04054234353203379, "alpha_spy_p6m": -0.07267286967019815, "alpha_c_p6m": -0.06578766876856457, "bench_spy_p6m": 0.11321521320223193, "bench_c_p6m": 0.10633001230059835, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.043495776469359204, "alpha_spy_stated": -0.05524098201863781, "alpha_c_stated": -0.045831028030825505, "price_path": [-0.1449, -0.1891, -0.1727, -0.185, -0.1964, -0.2199, -0.2276, -0.2276, -0.2513, -0.225, -0.1918, -0.1653, -0.1543, -0.1601, -0.1615, -0.1747, -0.1489, -0.1499, -0.1661, -0.1721, -0.1555, -0.1405, -0.1361, -0.0664, -0.0541, -0.0592, -0.0819, -0.08, -0.0775, -0.0868, -0.1, -0.0912, -0.1006, -0.1006, -0.0781, -0.0839, -0.0795, -0.0826, -0.0753, -0.0795, -0.0727, -0.0696, -0.0443, -0.029, -0.0262, -0.046, -0.0458, -0.0509, -0.033, -0.0387, -0.049, -0.049, -0.0617, -0.0671, -0.0479, -0.0514, -0.0284, -0.0008, -0.0183, -0.0135, -0.0159, -0.0003, -0.0003, 0.0, -0.0184, -0.0042, -0.0054, 0.0069, 0.0099, 0.0129, -0.0013, 0.0018, 0.0119, 0.0261, 0.0179, 0.0216, 0.0392, 0.0357, 0.0417, 0.0337, 0.0301, 0.0476, -0.039, -0.0529, -0.0435, -0.0052, -0.0015, -0.0035, -0.0097, -0.0089, 0.0049, 0.0336, 0.0338, 0.0359, 0.0203, 0.0015, -0.0068, 0.024, 0.02, 0.0234, 0.0253, 0.0364, 0.0247, 0.0247, 0.0084, 0.0113, 0.0546, 0.0396, 0.0554, 0.0661, 0.0307, 0.029, 0.0209, 0.0356, 0.0473, 0.0365, 0.0347, 0.0358, 0.0186, -0.0124, -0.0146, -0.0238, -0.0165, -0.0058, -0.0175, -0.0127, -0.0047, -0.0177, -0.0115, -0.0076, 0.0078, 0.0191, -0.0318, -0.0152, -0.0317, -0.0354, -0.0403, -0.0467, -0.0313, -0.0064, -0.0247, -0.0107, 0.0033, 0.0157, 0.0259, 0.0306, -0.0027, 0.0929, 0.1366, 0.1157, 0.1196, 0.0876, 0.0937, 0.1116, 0.1147, 0.0928, 0.0631, 0.0502, 0.0421, -0.0041, -0.0035, -0.0283, -0.0124, 0.0126, 0.0277, 0.0255, 0.0255, 0.0436, 0.0466, 0.049, 0.0399, 0.0252, 0.0271, 0.0153, 0.0199, 0.0372, 0.0305, 0.0122, -0.0042, -0.0041, -0.0098, 0.0147, 0.0174, 0.0222, 0.0388, 0.0399, 0.0399, 0.0405, 0.0385, 0.0405]}
{"unit_id": "quote:1956347858220929034", "ticker_idx": 0, "ts": "2025-08-15T13:30:51+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's on you from here.", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish INTC via 1/16/26 25c calls, flagging the position is now up and passing the baton to followers.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$3.30.\n\nIt's on you from here.", "reply_text": null, "parent_text": null, "quoted_text": "Meant to call this out yesterday, but, you know....retards.\n\n$INTC 1/16/26 25c $2.68.\n\nIf not for having to spend 3 hours talking to my champion and...let's just say another individual entering the fray...you'd already be up 20%.  \n\nBlame drunks.", "parent_author": null, "ret_m1d": -0.028501582687797566, "ret_signed_m1d": -0.028501582687797566, "alpha_spy_m1d": -0.03084836704699445, "alpha_c_m1d": -0.04970908650232764, "bench_spy_m1d": 0.002346784359196885, "bench_c_m1d": 0.02120750381453007, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03664493640475497, "ret_signed_p1d": -0.03664493640475497, "alpha_spy_p1d": -0.03642740062973404, "alpha_c_p1d": -0.040737583514740994, "bench_spy_p1d": -0.00021753577502092725, "bench_c_p1d": 0.004092647109986025, "ret_p1w": 0.009771977863882952, "ret_signed_p1w": 0.009771977863882952, "alpha_spy_p1w": 0.00686576113339199, "alpha_c_p1w": 0.01657051848510882, "bench_spy_p1w": 0.0029062167304909625, "bench_c_p1w": -0.006798540621225868, "ret_p1m": 0.008550529168882992, "ret_signed_p1m": 0.008550529168882992, "alpha_spy_p1m": -0.01860040363772164, "alpha_c_p1m": -0.030414523770666113, "bench_spy_p1m": 0.027150932806604633, "bench_c_p1m": 0.038965052939549105, "ret_p3m": 0.5427524516924729, "ret_signed_p3m": 0.5427524516924729, "alpha_spy_p3m": 0.477735370733674, "alpha_c_p3m": 0.34021570629434517, "bench_spy_p3m": 0.06501708095879888, "bench_c_p3m": 0.20253674539812772, "ret_p6m": 1.04560271868634, "ret_signed_p6m": 1.04560271868634, "alpha_spy_p6m": 0.9609170172248229, "alpha_c_p6m": 0.6658789759902748, "bench_spy_p6m": 0.084685701461517, "bench_c_p6m": 0.3797237426960651, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.008550529168882992, "alpha_spy_stated": -0.01860040363772164, "alpha_c_stated": -0.030414523770666113, "price_path": [-0.134, -0.1576, -0.1633, -0.1836, -0.1836, -0.1633, -0.1706, -0.1755, -0.204, -0.1963, -0.1739, -0.1755, -0.1861, -0.1832, -0.1661, -0.101, -0.158, -0.1543, -0.18, -0.1555, -0.1531, -0.125, -0.125, -0.1417, -0.1372, -0.0818, -0.0961, -0.0839, -0.0761, -0.0879, -0.0696, -0.1091, -0.0843, -0.0843, -0.1042, -0.0395, -0.0456, -0.0301, -0.046, -0.0513, -0.0668, -0.0761, -0.0717, -0.0594, -0.0529, -0.0537, -0.0436, -0.0786, -0.1572, -0.158, -0.169, -0.1718, -0.1938, -0.2138, -0.206, -0.1779, -0.169, -0.195, -0.1877, -0.1592, -0.112, -0.0953, -0.0285, 0.0, -0.0366, 0.0305, -0.0415, -0.0432, 0.0098, -0.0004, -0.0086, 0.0118, 0.0151, -0.0086, -0.0086, -0.0143, -0.0228, 0.002, -0.0029, -0.0033, -0.0049, 0.0086, 0.002, -0.0195, 0.0086, 0.0289, 0.0138, 0.2447, 0.2044, 0.171, 0.1946, 0.2712, 0.384, 0.4454, 0.4039, 0.366, 0.4634, 0.5187, 0.4996, 0.4898, 0.5134, 0.524, 0.5391, 0.4809, 0.5155, 0.4507, 0.5126, 0.5, 0.5069, 0.5513, 0.5521, 0.5033, 0.5537, 0.5586, 0.6099, 0.691, 0.6832, 0.6352, 0.6283, 0.6083, 0.5077, 0.5627, 0.5163, 0.5525, 0.5656, 0.5423, 0.5428, 0.4621, 0.4463, 0.4133, 0.3978, 0.4296, 0.3689, 0.4047, 0.4572, 0.4589, 0.4988, 0.4988, 0.6515, 0.6291, 0.77, 0.7818, 0.649, 0.6861, 0.6409, 0.649, 0.6604, 0.6087, 0.5395, 0.5273, 0.5191, 0.4678, 0.4772, 0.4992, 0.4809, 0.48, 0.4723, 0.4723, 0.4739, 0.4935, 0.5187, 0.5024, 0.5024, 0.6034, 0.603, 0.6303, 0.7357, 0.6739, 0.8546, 0.794, 0.9255, 0.9837, 0.9674, 0.9121, 0.9121, 0.9772, 1.2089, 1.2117, 0.8351, 0.73, 0.7887, 0.9862, 0.9813, 0.8921, 0.9874, 1.0053, 0.9788, 0.9642, 1.0599, 1.0456]}
{"unit_id": "quote:1945874961270440175", "ticker_idx": 0, "ts": "2025-07-17T15:55:18+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Go ahead and take a first trim here UNLESS you're ALSO in the $GOOGL trade I just called out a little bit ago. If that's the case, take this one all the way down to runners.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still holding GOOGL 9/19 185c calls as a live long; trimming first position but running remainder into expiry.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$9.40.  Go ahead and take a first trim here UNLESS you're ALSO in the $GOOGL trade I just called out a little bit ago.  If that's the case, take this one all the way down to runners.\n\n68%.  I just can't get this scamming thing right.", "reply_text": null, "parent_text": null, "quoted_text": "$GOOGL 9/19 185c.  I paid $5.60 but was managing another trade and didn't care enough about you to call this out in real time.  You're gonna pay $6.65 here, and it's still going to be a bargain for you.", "parent_author": null, "ret_m1d": -0.0033226988963958037, "ret_signed_m1d": -0.0033226988963958037, "alpha_spy_m1d": 0.002759768267778462, "alpha_c_m1d": 0.00014569648825479842, "bench_spy_m1d": -0.006082467164174266, "bench_c_m1d": -0.003468395384650602, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00806185011195426, "ret_signed_p1d": 0.00806185011195426, "alpha_spy_p1d": 0.008794263014064718, "alpha_c_p1d": 0.012654982125713143, "bench_spy_p1d": -0.0007324129021104575, "bench_c_p1d": -0.004593132013758883, "ret_p1w": 0.04679168923504573, "ret_signed_p1w": 0.04679168923504573, "alpha_spy_p1w": 0.036633074258912046, "alpha_c_p1w": 0.02851276885219911, "bench_spy_p1w": 0.010158614976133684, "bench_c_p1w": 0.01827892038284662, "ret_p1m": 0.11068750076061473, "ret_signed_p1m": 0.11068750076061473, "alpha_spy_p1m": 0.08616671274980137, "alpha_c_p1m": 0.06569312408261951, "bench_spy_p1m": 0.024520788010813366, "bench_c_p1m": 0.04499437667799522, "ret_p3m": 0.33821518838990894, "ret_signed_p3m": 0.33821518838990894, "alpha_spy_p3m": 0.28085264517945885, "alpha_c_p3m": 0.2603221208542126, "bench_spy_p3m": 0.05736254321045009, "bench_c_p3m": 0.07789306753569636, "ret_p6m": 0.7925646297527174, "ret_signed_p6m": 0.7925646297527174, "alpha_spy_p6m": 0.6810894846986018, "alpha_c_p6m": 0.6798511694100482, "bench_spy_p6m": 0.1114751450541156, "bench_c_p6m": 0.11271346034266916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11068750076061473, "alpha_spy_stated": 0.08616671274980137, "alpha_c_stated": 0.06569312408261951, "price_path": [-0.1966, -0.1759, -0.1548, -0.1334, -0.1188, -0.1262, -0.1286, -0.136, -0.1224, -0.1076, -0.1066, -0.1119, -0.1764, -0.1606, -0.1689, -0.1379, -0.1321, -0.1003, -0.108, -0.0958, -0.0939, -0.1078, -0.0829, -0.0704, -0.0834, -0.0834, -0.0593, -0.0623, -0.065, -0.0656, -0.0804, -0.0959, -0.0857, -0.0848, -0.0551, -0.0408, -0.0271, -0.0339, -0.0429, -0.0485, -0.0371, -0.0416, -0.0559, -0.0559, -0.0923, -0.1002, -0.0916, -0.0703, -0.0547, -0.0275, -0.04, -0.0422, -0.0269, -0.0221, -0.0221, -0.037, -0.0502, -0.0379, -0.0325, -0.0185, -0.011, -0.0086, -0.0033, 0.0, 0.0081, 0.0355, 0.0423, 0.0362, 0.0468, 0.0523, 0.049, 0.0663, 0.0705, 0.0453, 0.0302, 0.0624, 0.0604, 0.0681, 0.0705, 0.0972, 0.0949, 0.1076, 0.1001, 0.1055, 0.1107, 0.1085, 0.098, 0.0857, 0.0881, 0.1226, 0.1357, 0.1283, 0.1302, 0.1528, 0.1598, 0.1598, 0.1513, 0.2565, 0.2654, 0.2801, 0.276, 0.3065, 0.304, 0.3105, 0.3129, 0.3718, 0.3693, 0.3605, 0.3741, 0.3888, 0.3768, 0.3721, 0.3474, 0.3401, 0.3442, 0.3306, 0.3254, 0.3352, 0.3395, 0.3377, 0.3654, 0.3399, 0.3337, 0.3168, 0.2898, 0.3311, 0.3382, 0.3686, 0.371, 0.381, 0.3987, 0.3655, 0.3722, 0.3798, 0.4171, 0.4681, 0.4583, 0.497, 0.5347, 0.5331, 0.5469, 0.5132, 0.5501, 0.5525, 0.5202, 0.5817, 0.5882, 0.5632, 0.5188, 0.507, 0.554, 0.5499, 0.5964, 0.5781, 0.6338, 0.7369, 0.7634, 0.7444, 0.7444, 0.7456, 0.7168, 0.7218, 0.7427, 0.7317, 0.7516, 0.7115, 0.7299, 0.747, 0.7045, 0.6874, 0.6815, 0.6725, 0.6188, 0.6501, 0.6758, 0.6901, 0.715, 0.7136, 0.7136, 0.7104, 0.7107, 0.7123, 0.7076, 0.7076, 0.7193, 0.7269, 0.7149, 0.7566, 0.7755, 0.7926]}
{"unit_id": "thread:1933604704006688974", "ticker_idx": 0, "ts": "2025-06-13T19:17:40+00:00", "symbol": "XOM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$XOM 7/18 115c $2.60", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish XOM via 7/18 $115 calls at $2.60 and CVX via 7/18 $150 calls at attractive premium.", "resolved_tickers": ["XOM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Integrated'", "bench_c_industry": "Oil & Gas Integrated", "unit_kind": "self_thread", "lang": "und", "tweet_text": "$XOM 7/18 115c $2.60\n\n---\n\nFor those who want to double dip, the $CVX 150's for the same day are at a really attractive premium.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02131651862729056, "ret_signed_m1d": -0.02131651862729056, "alpha_spy_m1d": -0.032622990102952665, "alpha_c_m1d": -0.004176839308390856, "bench_spy_m1d": 0.011306471475662105, "bench_c_m1d": -0.017139679318899703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0032108258081358088, "ret_signed_p1d": 0.0032108258081358088, "alpha_spy_p1d": -0.006303370670579511, "alpha_c_p1d": 0.006161957839609156, "bench_spy_p1d": 0.00951419647871532, "bench_c_p1d": -0.002951132031473347, "ret_p1w": 0.0230109651021404, "ret_signed_p1w": 0.0230109651021404, "alpha_spy_p1w": 0.024624136689514686, "alpha_c_p1w": 0.013022270713948014, "bench_spy_p1w": -0.0016131715873742847, "bench_c_p1w": 0.009988694388192387, "ret_p1m": 0.016054058824929607, "ret_signed_p1m": 0.016054058824929607, "alpha_spy_p1m": -0.03362283634921592, "alpha_c_p1m": 0.007346976957159246, "bench_spy_p1m": 0.04967689517414553, "bench_c_p1m": 0.008707081867770361, "ret_p3m": 0.012726042930330639, "ret_signed_p3m": 0.012726042930330639, "alpha_spy_p3m": -0.08298270348954007, "alpha_c_p3m": -0.006966404028974527, "bench_spy_p3m": 0.0957087464198707, "bench_c_p3m": 0.019692446959305165, "ret_p6m": 0.05318498992298659, "ret_signed_p6m": 0.05318498992298659, "alpha_spy_p6m": -0.09849326176301032, "alpha_c_p6m": 0.0048255906997480835, "bench_spy_p6m": 0.1516782516859969, "bench_c_p6m": 0.04835939922323851, "ret_p1y": 0.376448331494734, "ret_signed_p1y": 0.376448331494734, "alpha_spy_p1y": 0.08955155555258232, "alpha_c_p1y": 0.018428323180653683, "bench_spy_p1y": 0.2868967759421517, "bench_c_p1y": 0.3580200083140803, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.016054058824929607, "alpha_spy_stated": -0.03362283634921592, "alpha_c_stated": 0.007346976957159246, "price_path": [0.0043, 0.0199, 0.0243, 0.0207, 0.0234, 0.0304, 0.0452, 0.0419, 0.0405, 0.0511, 0.052, 0.0488, -0.0064, -0.0779, -0.0903, -0.1094, -0.065, -0.1169, -0.0885, -0.0863, -0.0888, -0.0792, -0.0551, -0.0551, -0.069, -0.0429, -0.0511, -0.04, -0.0405, -0.04, -0.0424, -0.0665, -0.0652, -0.0614, -0.0873, -0.0746, -0.0755, -0.0626, -0.0516, -0.0353, -0.0326, -0.0413, -0.0316, -0.0351, -0.0504, -0.0639, -0.0755, -0.0816, -0.0811, -0.0811, -0.0767, -0.0893, -0.0841, -0.0876, -0.0809, -0.0742, -0.0876, -0.0918, -0.07, -0.0638, -0.0437, -0.0251, -0.0213, 0.0, 0.0032, 0.0168, 0.0095, 0.0095, 0.023, -0.0034, -0.0337, -0.0334, -0.019, -0.0244, -0.0385, -0.0257, -0.0095, 0.0007, 0.0007, -0.009, 0.0185, 0.015, 0.0251, 0.0295, 0.0161, 0.007, 0.001, -0.0041, -0.0388, -0.0363, -0.0319, -0.0195, -0.0119, -0.0153, -0.0061, 0.0068, -0.002, -0.0043, -0.0221, -0.0424, -0.0435, -0.05, -0.055, -0.0474, -0.0561, -0.0534, -0.0403, -0.0423, -0.0414, -0.0393, -0.033, -0.023, -0.0167, 0.0017, 0.0059, 0.0036, 0.015, 0.0204, 0.0288, 0.0288, 0.0324, 0.0074, 0.0118, -0.0167, -0.0111, -0.0039, 0.0127, 0.0095, 0.0097, 0.0114, 0.0324, 0.0378, 0.0256, 0.0156, 0.0084, 0.0258, 0.0313, 0.0405, 0.0552, 0.0282, 0.015, 0.0081, 0.0018, 0.0196, 0.028, 0.0286, 0.0264, 0.0164, -0.0032, 0.0104, 0.0108, 0.0047, -0.004, 0.0104, 0.0145, 0.0146, 0.0326, 0.0441, 0.0387, 0.0437, 0.0355, 0.0483, 0.0324, 0.0295, 0.0241, 0.0275, 0.0233, 0.0307, 0.0552, 0.0642, 0.0783, 0.0633, 0.0693, 0.0832, 0.0686, 0.0809, 0.0656, 0.0626, 0.0632, 0.0531, 0.0398, 0.0422, 0.0422, 0.0526, 0.0591, 0.0477, 0.0697, 0.0637, 0.0583, 0.0532]}
{"unit_id": "thread:1933604704006688974", "ticker_idx": 1, "ts": "2025-06-13T19:17:40+00:00", "symbol": "CVX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the $CVX 150's for the same day are at a really attractive premium", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish XOM via 7/18 $115 calls at $2.60 and CVX via 7/18 $150 calls at attractive premium.", "resolved_tickers": ["CVX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLE", "bench_c_reason": "industry='Oil & Gas Integrated'", "bench_c_industry": "Oil & Gas Integrated", "unit_kind": "self_thread", "lang": "und", "tweet_text": "$XOM 7/18 115c $2.60\n\n---\n\nFor those who want to double dip, the $CVX 150's for the same day are at a really attractive premium.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.006442390247941798, "ret_signed_m1d": -0.006442390247941798, "alpha_spy_m1d": -0.017748861723603904, "alpha_c_m1d": 0.010697289070957905, "bench_spy_m1d": 0.011306471475662105, "bench_c_m1d": -0.017139679318899703, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0008224049788843057, "ret_signed_p1d": 0.0008224049788843057, "alpha_spy_p1d": -0.008691791499831014, "alpha_c_p1d": 0.0037735370103576527, "bench_spy_p1d": 0.00951419647871532, "bench_c_p1d": -0.002951132031473347, "ret_p1w": 0.024946720186185267, "ret_signed_p1w": 0.024946720186185267, "alpha_spy_p1w": 0.026559891773559552, "alpha_c_p1w": 0.01495802579799288, "bench_spy_p1w": -0.0016131715873742847, "bench_c_p1w": 0.009988694388192387, "ret_p1m": 0.03933924314335657, "ret_signed_p1m": 0.03933924314335657, "alpha_spy_p1m": -0.010337652030788957, "alpha_c_p1m": 0.03063216127558621, "bench_spy_p1m": 0.04967689517414553, "bench_c_p1m": 0.008707081867770361, "ret_p3m": 0.09345835022161797, "ret_signed_p3m": 0.09345835022161797, "alpha_spy_p3m": -0.0022503961982527354, "alpha_c_p3m": 0.0737659032623128, "bench_spy_p3m": 0.0957087464198707, "bench_c_p3m": 0.019692446959305165, "ret_p6m": 0.04204507319709383, "ret_signed_p6m": 0.04204507319709383, "alpha_spy_p6m": -0.10963317848890308, "alpha_c_p6m": -0.006314326026144679, "bench_spy_p6m": 0.1516782516859969, "bench_c_p6m": 0.04835939922323851, "ret_p1y": 0.33921666688457996, "ret_signed_p1y": 0.33921666688457996, "alpha_spy_p1y": 0.05231989094242828, "alpha_c_p1y": -0.018803341429500353, "bench_spy_p1y": 0.2868967759421517, "bench_c_p1y": 0.3580200083140803, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03933924314335657, "alpha_spy_stated": -0.010337652030788957, "alpha_c_stated": 0.03063216127558621, "price_path": [0.0889, 0.1108, 0.1157, 0.1155, 0.1174, 0.1236, 0.1373, 0.1284, 0.1246, 0.1327, 0.141, 0.1272, 0.0571, -0.0298, -0.051, -0.0728, -0.0112, -0.086, -0.0816, -0.0837, -0.089, -0.0835, -0.0665, -0.0665, -0.0945, -0.0703, -0.0745, -0.0583, -0.0607, -0.0514, -0.0568, -0.0787, -0.0774, -0.0622, -0.0825, -0.0818, -0.0806, -0.0721, -0.0623, -0.0411, -0.0361, -0.0407, -0.0367, -0.0378, -0.0509, -0.0592, -0.0709, -0.0728, -0.0642, -0.0642, -0.0554, -0.0678, -0.0548, -0.0631, -0.0553, -0.0436, -0.0585, -0.0618, -0.0391, -0.0353, -0.0175, -0.0077, -0.0064, 0.0, 0.0008, 0.0201, 0.0156, 0.0156, 0.0249, 0.0065, -0.0162, -0.0184, -0.0101, -0.0145, -0.0186, -0.0023, 0.0142, 0.0169, 0.0169, 0.0102, 0.0502, 0.0487, 0.0566, 0.0644, 0.0393, 0.0328, 0.0275, 0.0375, 0.0283, 0.0258, 0.0283, 0.0494, 0.068, 0.0612, 0.0711, 0.0762, 0.0524, 0.0393, 0.0376, 0.0352, 0.0489, 0.0471, 0.0497, 0.0624, 0.0517, 0.0585, 0.0683, 0.0634, 0.0729, 0.0645, 0.0533, 0.0618, 0.0779, 0.0962, 0.0963, 0.0905, 0.1035, 0.1041, 0.1129, 0.1129, 0.1215, 0.0953, 0.0928, 0.0648, 0.0672, 0.0731, 0.0935, 0.0966, 0.0887, 0.0901, 0.1056, 0.1094, 0.1007, 0.0825, 0.0814, 0.0909, 0.1031, 0.1138, 0.1099, 0.0817, 0.0761, 0.0712, 0.0628, 0.0641, 0.0673, 0.0735, 0.0654, 0.0508, 0.0319, 0.0529, 0.056, 0.0541, 0.0513, 0.0608, 0.0705, 0.0657, 0.0781, 0.0849, 0.078, 0.0761, 0.0681, 0.0748, 0.0639, 0.093, 0.0675, 0.063, 0.0579, 0.0598, 0.0743, 0.0786, 0.0827, 0.0625, 0.0781, 0.0923, 0.0729, 0.0765, 0.063, 0.0533, 0.0509, 0.0493, 0.0408, 0.0477, 0.0477, 0.059, 0.0689, 0.0528, 0.0622, 0.0669, 0.0511, 0.042]}
{"unit_id": "orig:1939675537221288162", "ticker_idx": 0, "ts": "2025-06-30T13:21:00+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "that $BA play is going to be bright green", "tweet_type": "analysis", "timeline": "weeks", "summary": "BA expected bright green; consider adding AAPL; SOXL swing up 10x, suggests rolling to $25 strikes expiring November.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week:\n\nI've always considered this week (when we cross over from June into July) one of reflection.  This officially marks the halfway point of the year, and one should really evaluate how they performed in the 1st half to make adjustments for the 2nd.\n\nIn the case of if you've just been doing the TotD's...well, you've done INCREDIBLY well for the first half.  As a matter of fact, you've outperformed every hedge fund, private equity group, investment bank, and notable whale in the entire world.  The. Entire. World.  And you've certainly outperformed every person on this site trying to sell something.  You navigated the early year ascent, you navigated the chop leading to liberation day without a scratch, you navigated the bear market all the way to the bottom, and you rode the wave back up with impeccable timing and only a minimum of corrective action needed.\n\nCongratulations?  We'll pretend we don't know how you got there :P.\n\nWhat you need to know about this week is this:  Monday not only marks the end of the 2nd quarter, but a HUGE number of investment banks and funds end their fiscal year in June, which means that Monday not only represents the usual EOQ, but also an immense amount of activity to clear the books for the end of their fiscal calendar and position themselves for their FY26 calendar.  That makes Monday essentially a day in which day traders should treat most plays as 0D options.  Which means, if you're risk averse, you should either play lightly or not play at all.\n\nThis is also a short week, with the markets closed on Friday for July 4th.  Realistically, you can expect all the trading desks to essentially close up early on Thursday so they can make their way to the Hamptons or Nantucket or Cape Cod for the weekend.\n\nSo - you have a whacky day on Monday, a short day on Thursday, and no trading on Friday.  What does that tell you?  Bueller?  Bueller?\n\nFor me, this week represents a bookkeeping period - I go through and evaluate all my longer positions, make sure my logs are accurate, identify the sectors that I did best in and those that I was a little more spotty.  Most importantly, the last trading day of June represents the day in which I secure bags of cash and transfer them over to my managed wealth portfolios for long-term deployment.  Think of it as a reset of sorts. I also have to plan for the taxman, but I'm an outlier - very few of you have that consideration.\n\nSo, if I may offer a suggestion, O Bonk Davidians (as I am told we are now known by the midwits who are closing out their H1 in the red):  At some point this week, I want you to take some profits.  I want you to lock in some of the wealth you've created in the 1st half of the year.  You should put it somewhere where you can enjoy the fruits of your labors.  Buy yourself something nice, pay off some debt, plan a vacation...do something with it so you remember what it is you did all this for. You had an AMAZING 1st half of the year if you've been adopting my style, you should reward yourself for it.  Pick some positions you have that are solidly green, and go ahead and do something that interests Uncle Sam.  After all, it's patriotic going into Independence Day.  Also reflect on what worked and didn't work for you BEYOND the TotD's, since very few of you were JUST doing those.  If you're going to play this week, play for fun - remember, you're WELL ahead of everybody else around you, let them struggle in the pits trying to salvage their half.\n\nOn the TotD front, that $BA play is going to be bright green.  Manage your risk appropriately.  Evaluate what you think of $AAPL, maybe add to it.  The $SOXL swing from The Diner has appreciated by more than 10x, but the expiration of the contracts is in August.  Think about either taking your money - maybe take some of those profits and move them out to $25 strikes for late in the year.  November is a sweet spot.\n\nGeopolitically, the Middle East situation seems to be calming down a bit, but is always something to keep an eye on.  Trump closed out Friday by attacking Canada, but cucks that they are, they appear to be trying to be the adult in the room rather than piss him off, but who knows how that will go.  The 90 day pause is coming up real fast, and it's about to become something everything starts thinking about again.  The Beautifully Bloated Bill is going to piss off the bond markets.  And we've got NFP - usually on Friday, but because of the holiday, it will be on Thursday, further elevating the risk factor of the close of week.\n\nTL:DR:  Kick back, relax, give yourself a pat on the back.  You did good.  You're certainly in a better position than the people who brag about how they're broke as fuck and afraid to enter the markets because Big Bad Bonk is there.\n\nAlso, congratulations on making it this far without getting yeeted!  I didn't think it was that big of an accomplishment, but I'm positively shocked by the number of people who are so self-destructive and incapable of not being their own worst enemy that they've screwed themselves over for no reason.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.023958403578041576, "ret_signed_m1d": 0.023958403578041576, "alpha_spy_m1d": 0.028716758868569947, "alpha_c_m1d": 0.028906909291099736, "bench_spy_m1d": -0.004758355290528371, "bench_c_m1d": -0.00494850571305816, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0012408462193989056, "ret_signed_p1d": 0.0012408462193989056, "alpha_spy_p1d": 0.001564425935573266, "alpha_c_p1d": -0.0020807320308791066, "bench_spy_p1d": -0.0003235797161743603, "bench_c_p1d": 0.0033215782502780122, "ret_p1w": 0.04343056438949766, "ret_signed_p1w": 0.04343056438949766, "alpha_spy_p1w": 0.038850138093146525, "alpha_c_p1w": 0.03407586211764135, "bench_spy_p1w": 0.004580426296351137, "bench_c_p1w": 0.009354702271856308, "ret_p1m": 0.07898631770236553, "ret_signed_p1m": 0.07898631770236553, "alpha_spy_p1m": 0.05080788421074911, "alpha_c_p1m": 0.043533470746523806, "bench_spy_p1m": 0.028178433491616417, "bench_c_p1m": 0.03545284695584172, "ret_p3m": 0.01909034516920549, "ret_signed_p3m": 0.01909034516920549, "alpha_spy_p3m": -0.04892684839044237, "alpha_c_p3m": -0.010226120597124133, "bench_spy_p3m": 0.06801719355964786, "bench_c_p3m": 0.029316465766329625, "ret_p6m": 0.03493536661511221, "ret_signed_p6m": 0.03493536661511221, "alpha_spy_p6m": -0.08492521515890172, "alpha_c_p6m": -0.037315910330122826, "bench_spy_p6m": 0.11986058177401393, "bench_c_p6m": 0.07225127694523503, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07898631770236553, "alpha_spy_stated": 0.05080788421074911, "alpha_c_stated": 0.043533470746523806, "price_path": [-0.1955, -0.2798, -0.3481, -0.3373, -0.3347, -0.2325, -0.2578, -0.2515, -0.2398, -0.2578, -0.2532, -0.2273, -0.2273, -0.2395, -0.2244, -0.1773, -0.1588, -0.1507, -0.13, -0.1314, -0.1255, -0.1271, -0.1149, -0.1101, -0.1125, -0.1144, -0.0851, -0.0701, -0.0525, -0.0292, -0.023, -0.0157, -0.0177, -0.0204, -0.0089, -0.0302, -0.0292, -0.0342, -0.0342, -0.0406, -0.0383, -0.0064, -0.0105, 0.0093, 0.0186, 0.0117, -0.0024, 0.0061, 0.0381, 0.0296, 0.0213, -0.0276, -0.044, -0.0374, -0.0442, -0.0566, -0.0566, -0.0514, -0.0392, -0.041, -0.0507, -0.0332, 0.024, 0.0, 0.0012, 0.0119, 0.0305, 0.0305, 0.0434, 0.0429, 0.0815, 0.079, 0.0826, 0.1001, 0.0977, 0.0972, 0.1025, 0.0945, 0.0944, 0.0904, 0.1162, 0.1038, 0.1123, 0.1283, 0.079, 0.0778, 0.0588, 0.059, 0.0611, 0.0732, 0.074, 0.085, 0.0935, 0.0784, 0.1102, 0.1138, 0.1129, 0.1228, 0.1092, 0.0738, 0.0768, 0.0713, 0.0983, 0.0828, 0.1207, 0.1245, 0.1271, 0.12, 0.12, 0.1329, 0.1091, 0.1013, 0.0958, 0.1022, 0.0954, 0.0859, 0.0499, 0.0306, 0.0297, 0.0262, 0.0243, 0.0293, 0.0292, 0.0122, 0.0325, 0.0266, 0.0191, 0.056, 0.036, 0.0301, 0.0271, 0.0377, 0.0323, 0.0487, 0.0587, 0.0754, 0.0309, 0.0057, 0.0288, 0.0228, 0.0213, 0.0113, 0.0163, 0.0348, 0.0369, 0.0337, 0.0393, 0.0564, 0.0643, 0.0659, 0.0193, -0.0451, -0.0406, -0.0238, -0.0548, -0.0568, -0.0622, -0.0712, -0.0703, -0.0683, -0.067, -0.0714, -0.0716, -0.0846, -0.095, -0.1137, -0.1439, -0.1424, -0.1451, -0.1293, -0.1079, -0.1079, -0.098, -0.1101, -0.0198, -0.0334, -0.0366, -0.0365, -0.0156, -0.0437, -0.0516, -0.0421, -0.0246, -0.0192, -0.0135, -0.0153, -0.006, 0.0217, 0.0349, 0.0349]}
{"unit_id": "orig:1939675537221288162", "ticker_idx": 1, "ts": "2025-06-30T13:21:00+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Evaluate what you think of $AAPL, maybe add to it", "tweet_type": "analysis", "timeline": "weeks", "summary": "BA expected bright green; consider adding AAPL; SOXL swing up 10x, suggests rolling to $25 strikes expiring November.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week:\n\nI've always considered this week (when we cross over from June into July) one of reflection.  This officially marks the halfway point of the year, and one should really evaluate how they performed in the 1st half to make adjustments for the 2nd.\n\nIn the case of if you've just been doing the TotD's...well, you've done INCREDIBLY well for the first half.  As a matter of fact, you've outperformed every hedge fund, private equity group, investment bank, and notable whale in the entire world.  The. Entire. World.  And you've certainly outperformed every person on this site trying to sell something.  You navigated the early year ascent, you navigated the chop leading to liberation day without a scratch, you navigated the bear market all the way to the bottom, and you rode the wave back up with impeccable timing and only a minimum of corrective action needed.\n\nCongratulations?  We'll pretend we don't know how you got there :P.\n\nWhat you need to know about this week is this:  Monday not only marks the end of the 2nd quarter, but a HUGE number of investment banks and funds end their fiscal year in June, which means that Monday not only represents the usual EOQ, but also an immense amount of activity to clear the books for the end of their fiscal calendar and position themselves for their FY26 calendar.  That makes Monday essentially a day in which day traders should treat most plays as 0D options.  Which means, if you're risk averse, you should either play lightly or not play at all.\n\nThis is also a short week, with the markets closed on Friday for July 4th.  Realistically, you can expect all the trading desks to essentially close up early on Thursday so they can make their way to the Hamptons or Nantucket or Cape Cod for the weekend.\n\nSo - you have a whacky day on Monday, a short day on Thursday, and no trading on Friday.  What does that tell you?  Bueller?  Bueller?\n\nFor me, this week represents a bookkeeping period - I go through and evaluate all my longer positions, make sure my logs are accurate, identify the sectors that I did best in and those that I was a little more spotty.  Most importantly, the last trading day of June represents the day in which I secure bags of cash and transfer them over to my managed wealth portfolios for long-term deployment.  Think of it as a reset of sorts. I also have to plan for the taxman, but I'm an outlier - very few of you have that consideration.\n\nSo, if I may offer a suggestion, O Bonk Davidians (as I am told we are now known by the midwits who are closing out their H1 in the red):  At some point this week, I want you to take some profits.  I want you to lock in some of the wealth you've created in the 1st half of the year.  You should put it somewhere where you can enjoy the fruits of your labors.  Buy yourself something nice, pay off some debt, plan a vacation...do something with it so you remember what it is you did all this for. You had an AMAZING 1st half of the year if you've been adopting my style, you should reward yourself for it.  Pick some positions you have that are solidly green, and go ahead and do something that interests Uncle Sam.  After all, it's patriotic going into Independence Day.  Also reflect on what worked and didn't work for you BEYOND the TotD's, since very few of you were JUST doing those.  If you're going to play this week, play for fun - remember, you're WELL ahead of everybody else around you, let them struggle in the pits trying to salvage their half.\n\nOn the TotD front, that $BA play is going to be bright green.  Manage your risk appropriately.  Evaluate what you think of $AAPL, maybe add to it.  The $SOXL swing from The Diner has appreciated by more than 10x, but the expiration of the contracts is in August.  Think about either taking your money - maybe take some of those profits and move them out to $25 strikes for late in the year.  November is a sweet spot.\n\nGeopolitically, the Middle East situation seems to be calming down a bit, but is always something to keep an eye on.  Trump closed out Friday by attacking Canada, but cucks that they are, they appear to be trying to be the adult in the room rather than piss him off, but who knows how that will go.  The 90 day pause is coming up real fast, and it's about to become something everything starts thinking about again.  The Beautifully Bloated Bill is going to piss off the bond markets.  And we've got NFP - usually on Friday, but because of the holiday, it will be on Thursday, further elevating the risk factor of the close of week.\n\nTL:DR:  Kick back, relax, give yourself a pat on the back.  You did good.  You're certainly in a better position than the people who brag about how they're broke as fuck and afraid to enter the markets because Big Bad Bonk is there.\n\nAlso, congratulations on making it this far without getting yeeted!  I didn't think it was that big of an accomplishment, but I'm positively shocked by the number of people who are so self-destructive and incapable of not being their own worst enemy that they've screwed themselves over for no reason.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.019934684737152986, "ret_signed_m1d": -0.019934684737152986, "alpha_spy_m1d": -0.015176329446624615, "alpha_c_m1d": -0.010220324416823412, "bench_spy_m1d": -0.004758355290528371, "bench_c_m1d": -0.009714360320329574, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01291618357444646, "ret_signed_p1d": 0.01291618357444646, "alpha_spy_p1d": 0.01323976329062082, "alpha_c_p1d": 0.02184082785737551, "bench_spy_p1d": -0.0003235797161743603, "bench_c_p1d": -0.00892464428292905, "ret_p1w": 0.023297738322010986, "ret_signed_p1w": 0.023297738322010986, "alpha_spy_p1w": 0.01871731202565985, "alpha_c_p1w": 0.01662390272209846, "bench_spy_p1w": 0.004580426296351137, "bench_c_p1w": 0.006673835599912525, "ret_p1m": 0.029731451498735684, "ret_signed_p1m": 0.029731451498735684, "alpha_spy_p1m": 0.0015530180071192667, "alpha_c_p1m": -0.013154612436258484, "bench_spy_p1m": 0.028178433491616417, "bench_c_p1m": 0.04288606393499417, "ret_p3m": 0.2534071814831873, "ret_signed_p3m": 0.2534071814831873, "alpha_spy_p3m": 0.18538998792353945, "alpha_c_p3m": 0.15417993311570877, "bench_spy_p3m": 0.06801719355964786, "bench_c_p3m": 0.09922724836747854, "ret_p6m": 0.33027947370275923, "ret_signed_p6m": 0.33027947370275923, "alpha_spy_p6m": 0.2104188919287453, "alpha_c_p6m": 0.17434029242526705, "bench_spy_p6m": 0.11986058177401393, "bench_c_p6m": 0.15593918127749218, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.029731451498735684, "alpha_spy_stated": 0.0015530180071192667, "alpha_c_stated": -0.013154612436258484, "price_path": [0.0898, -0.0109, -0.083, -0.1167, -0.1607, -0.0321, -0.0731, -0.0355, -0.0142, -0.0161, -0.0544, -0.0412, -0.0412, -0.0598, -0.0277, -0.0041, 0.0143, 0.0187, 0.0229, 0.0281, 0.0344, 0.0384, -0.0004, -0.0319, -0.0337, -0.0447, -0.0387, -0.0336, 0.0274, 0.0378, 0.0349, 0.0306, 0.0297, 0.0176, 0.0082, -0.015, -0.0186, -0.0483, -0.0483, -0.0242, -0.0232, -0.0254, -0.0211, -0.0169, -0.0093, -0.0115, -0.0221, -0.0061, -0.0181, -0.0122, -0.0311, -0.0291, -0.0425, -0.0329, -0.0464, -0.0419, -0.0419, -0.0203, -0.0179, -0.0237, -0.0176, -0.0203, -0.0199, 0.0, 0.0129, 0.0354, 0.0408, 0.0408, 0.0233, 0.0236, 0.0291, 0.0353, 0.0292, 0.0168, 0.0192, 0.0243, 0.0236, 0.0293, 0.0356, 0.045, 0.0438, 0.0419, 0.0425, 0.0433, 0.0297, 0.0189, 0.0117, -0.0136, -0.0089, -0.011, 0.0394, 0.0724, 0.1179, 0.1085, 0.1206, 0.1385, 0.1359, 0.1301, 0.1266, 0.125, 0.1028, 0.0974, 0.1114, 0.1084, 0.1189, 0.1247, 0.1348, 0.1327, 0.1327, 0.1209, 0.1636, 0.17, 0.1696, 0.1607, 0.1435, 0.1066, 0.1224, 0.1422, 0.155, 0.1621, 0.1662, 0.1607, 0.1979, 0.2496, 0.2415, 0.2312, 0.2534, 0.2465, 0.2415, 0.2425, 0.2465, 0.2547, 0.259, 0.2525, 0.2515, 0.2592, 0.2396, 0.1968, 0.2085, 0.209, 0.2167, 0.2074, 0.2311, 0.2796, 0.2822, 0.2611, 0.2666, 0.2824, 0.3117, 0.3126, 0.316, 0.3243, 0.3193, 0.3128, 0.3177, 0.3182, 0.3164, 0.31, 0.316, 0.3444, 0.3357, 0.3332, 0.3305, 0.3063, 0.3062, 0.3117, 0.3004, 0.326, 0.3477, 0.3528, 0.3556, 0.3556, 0.362, 0.3827, 0.3978, 0.3879, 0.371, 0.3616, 0.3573, 0.3538, 0.3616, 0.358, 0.3592, 0.3388, 0.3413, 0.3277, 0.3294, 0.3367, 0.3235, 0.3303]}
{"unit_id": "orig:1943696874306740569", "ticker_idx": 0, "ts": "2025-07-11T15:40:21+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRM 9/19 280c $8.50", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long CRM via 9/19 280 calls at $8.50.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "und", "tweet_text": "$CRM 9/19 280c $8.50", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.022861963947649944, "ret_signed_m1d": 0.022861963947649944, "alpha_spy_m1d": 0.01933423697699732, "alpha_c_m1d": 0.01933423697699732, "bench_spy_m1d": 0.0035277269706526226, "bench_c_m1d": 0.0035277269706526226, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006238530538682285, "ret_signed_p1d": 0.006238530538682285, "alpha_spy_p1d": 0.0043303146095357015, "alpha_c_p1d": 0.0043303146095357015, "bench_spy_p1d": 0.0019082159291465839, "bench_c_p1d": 0.0019082159291465839, "ret_p1w": 0.016700986831619247, "ret_signed_p1w": 0.016700986831619247, "alpha_spy_p1w": 0.010350959841413543, "alpha_c_p1w": 0.010350959841413543, "bench_spy_p1w": 0.006350026990205704, "bench_c_p1w": 0.006350026990205704, "ret_p1m": -0.09838424818617775, "ret_signed_p1m": -0.09838424818617775, "alpha_spy_p1m": -0.11810777648957116, "alpha_c_p1m": -0.11810777648957116, "bench_spy_p1m": 0.01972352830339341, "bench_c_p1m": 0.01972352830339341, "ret_p3m": -0.0667313302029664, "ret_signed_p3m": -0.0667313302029664, "alpha_spy_p3m": -0.14908299289142768, "alpha_c_p3m": -0.14908299289142768, "bench_spy_p3m": 0.08235166268846128, "bench_c_p3m": 0.08235166268846128, "ret_p6m": -0.003678910750284148, "ret_signed_p6m": -0.003678910750284148, "alpha_spy_p6m": -0.11279090090608901, "alpha_c_p6m": -0.11279090090608901, "bench_spy_p6m": 0.10911199015580486, "bench_c_p6m": 0.10911199015580486, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09838424818617775, "alpha_spy_stated": -0.11810777648957116, "alpha_c_stated": -0.11810777648957116, "price_path": [-0.0137, -0.0334, -0.0434, -0.0434, -0.086, -0.0584, -0.0309, 0.0241, 0.0363, 0.0277, 0.0359, 0.0396, 0.042, 0.0642, 0.0547, 0.0576, 0.0764, 0.0823, 0.0655, 0.1174, 0.1187, 0.1248, 0.1249, 0.1264, 0.1128, 0.1144, 0.0921, 0.0965, 0.0567, 0.0567, 0.0724, 0.0679, 0.0327, 0.0267, 0.0122, 0.0232, 0.0181, 0.0335, 0.062, 0.0533, 0.0377, 0.0287, 0.0326, -0.0003, 0.0209, 0.0166, 0.0055, 0.0055, 0.0099, 0.0207, 0.0508, 0.0375, 0.0491, 0.0595, 0.0567, 0.0536, 0.0432, 0.0546, 0.0546, 0.0455, 0.0604, 0.0498, 0.0229, 0.0, 0.0062, -0.0019, -0.0005, 0.007, 0.0167, 0.0163, 0.0214, 0.0355, 0.0373, 0.0428, 0.0472, 0.0361, 0.0261, 0.001, -0.0284, -0.0223, -0.041, -0.0345, -0.0666, -0.068, -0.0984, -0.1023, -0.0815, -0.0957, -0.0606, -0.0546, -0.0468, -0.045, -0.0474, -0.0379, -0.0395, -0.0555, -0.0307, -0.0137, -0.0071, -0.0071, -0.0202, -0.0063, -0.0545, -0.0283, -0.0225, -0.0233, -0.0601, -0.0457, -0.0593, -0.0603, -0.0727, -0.0598, -0.0518, -0.0409, -0.0308, -0.0507, -0.0455, -0.0647, -0.0551, -0.0486, -0.08, -0.0851, -0.0727, -0.067, -0.046, -0.0694, -0.0667, -0.0477, -0.0619, -0.0344, -0.0693, -0.0817, -0.0451, -0.0564, -0.013, 0.0225, -0.0038, -0.01, -0.0108, -0.0084, -0.013, -0.0239, -0.0038, 0.0108, 0.0144, -0.0123, -0.0192, -0.0712, -0.0689, -0.0618, -0.0509, -0.045, -0.0667, -0.0542, -0.0799, -0.0936, -0.1154, -0.1252, -0.1184, -0.1196, -0.0912, -0.1144, -0.1144, -0.1051, -0.0962, -0.0889, -0.0734, -0.0394, 0.0114, 0.0074, 0.0132, 0.0255, 0.0184, 0.0179, -0.0118, -0.0105, 0.002, 0.0025, 0.0105, 0.0289, 0.0242, 0.0313, 0.0313, 0.0345, 0.0351, 0.0339, 0.03, 0.03, -0.0139, -0.0037]}
{"unit_id": "quote:1957804220016464157", "ticker_idx": 0, "ts": "2025-08-19T13:57:54+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PANW should be way over this right now... it's not trading at 204 right now. Anyhow, manage appropriately.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish PANW; stock should be at $204+ but suppressed by Nir Zuk retirement news; manage calls accordingly.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$12.30.\n\n$PANW should be way over this right now, blame Nir Zuk for retiring yesterday, which is the only reason it's not trading at 204 right now.  Anyhow, manage appropriately.", "reply_text": null, "parent_text": null, "quoted_text": "$PANW 9/19 175c $8", "parent_author": null, "ret_m1d": -0.029687152798671734, "ret_signed_m1d": -0.029687152798671734, "alpha_spy_m1d": -0.035141971650102466, "alpha_c_m1d": -0.035141971650102466, "bench_spy_m1d": 0.005454818851430732, "bench_c_m1d": 0.005454818851430732, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.015807419893037133, "ret_signed_p1d": 0.015807419893037133, "alpha_spy_p1d": 0.018464503523683784, "alpha_c_p1d": 0.018464503523683784, "bench_spy_p1d": -0.0026570836306466505, "bench_c_p1d": -0.0026570836306466505, "ret_p1w": 0.014705872465566872, "ret_signed_p1w": 0.014705872465566872, "alpha_spy_p1w": 0.006344029606487611, "alpha_c_p1w": 0.006344029606487611, "bench_spy_p1w": 0.00836184285907926, "bench_c_p1w": 0.00836184285907926, "ret_p1m": 0.11874861119468694, "ret_signed_p1m": 0.11874861119468694, "alpha_spy_p1m": 0.08847398174957477, "alpha_c_p1m": 0.08847398174957477, "bench_spy_p1m": 0.030274629445112167, "bench_c_p1m": 0.030274629445112167, "ret_p3m": 0.13048029720181575, "ret_signed_p3m": 0.13048029720181575, "alpha_spy_p3m": 0.0773662354003537, "alpha_c_p3m": 0.0773662354003537, "bench_spy_p3m": 0.053114061801462054, "bench_c_p3m": 0.053114061801462054, "ret_p6m": -0.08955714213197452, "ret_signed_p6m": -0.08955714213197452, "alpha_spy_p6m": -0.17726880136953715, "alpha_c_p6m": -0.17726880136953715, "bench_spy_p6m": 0.08771165923756263, "bench_c_p6m": 0.08771165923756263, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11874861119468694, "alpha_spy_stated": 0.08847398174957477, "alpha_c_stated": 0.08847398174957477, "price_path": [0.0252, 0.0286, 0.0286, 0.0325, 0.0344, 0.0235, 0.0598, 0.0733, 0.0857, 0.0689, 0.0856, 0.0994, 0.0814, 0.0793, 0.0707, 0.0887, 0.081, 0.0912, 0.1129, 0.1004, 0.1004, 0.0974, 0.1199, 0.1109, 0.1252, 0.1145, 0.1047, 0.1271, 0.0882, 0.0849, 0.1116, 0.1116, 0.1094, 0.1235, 0.1349, 0.0579, 0.0321, 0.0505, 0.0589, 0.0608, 0.0811, 0.0783, 0.1009, 0.0836, 0.0973, 0.108, 0.1196, 0.1263, 0.0676, 0.0081, -0.0438, -0.0478, -0.0582, -0.0687, -0.0478, -0.0741, -0.0799, -0.0737, -0.0339, -0.0259, -0.0441, -0.0246, -0.0297, 0.0, 0.0158, 0.0097, 0.0238, 0.0165, 0.0147, 0.0333, 0.0521, 0.0494, 0.0494, 0.0494, 0.0549, 0.0594, 0.0711, 0.0871, 0.0881, 0.0869, 0.0924, 0.0811, 0.1086, 0.1089, 0.1187, 0.1328, 0.1467, 0.1466, 0.1195, 0.1054, 0.1137, 0.1146, 0.1234, 0.1215, 0.139, 0.1528, 0.1412, 0.1709, 0.1624, 0.1995, 0.1851, 0.1487, 0.1747, 0.1432, 0.1385, 0.1319, 0.145, 0.1667, 0.1809, 0.17, 0.1843, 0.1958, 0.2133, 0.2193, 0.1961, 0.2022, 0.213, 0.2075, 0.1815, 0.1742, 0.1642, 0.1693, 0.1927, 0.2022, 0.1569, 0.1278, 0.1305, 0.1175, 0.1071, 0.101, 0.0193, 0.0074, 0.0128, 0.0259, 0.0209, 0.0209, 0.0472, 0.034, 0.0458, 0.0665, 0.0778, 0.0952, 0.076, 0.074, 0.0628, 0.0485, 0.0558, 0.0238, 0.0305, 0.0104, 0.0238, 0.0293, 0.0437, 0.0361, 0.0312, 0.0312, 0.0379, 0.0291, 0.0291, 0.0145, 0.0145, -0.0121, 0.0031, 0.0237, 0.068, 0.0509, 0.0411, 0.0403, 0.0512, 0.0516, 0.034, 0.0336, 0.0336, 0.0138, -0.0005, 0.0039, -0.0076, 0.0147, 0.0107, 0.012, -0.0295, -0.0253, -0.0338, -0.0844, -0.0817, -0.1476, -0.1225, -0.0857, -0.0884, -0.0896]}
{"unit_id": "orig:1936475553542148581", "ticker_idx": 0, "ts": "2025-06-21T17:25:24+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AAPL diverged HEAVILY from the market on Friday, and historically does very well leading into July... I did, in fact, average down on that trade personally on Friday... $AAPL told me on Friday that everything's probably gonna be alright", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holding and averaged down on long AAPL options position; confident thesis intact as stock diverges positively and historically outperforms into July.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "99% sure I've talked about this in #Bonkiversity, I know I've talked about it in other Open Office Hours, but one of the things people should do if they want to hit for high average on trades is buy more time than you need.  Because when trading, 1 of 3 conditions are going to occur:\n\n1)  Your thesis was correct, but your timing was too early.  Without time, you can't succeed\n2)  Your thesis was correct, and everything works out without a sweat or\n3)  Your thesis was incorrect\n\nThat means you always have a 2/3 shot to be on the wrong end of a trade initially.  The clip below has a question in my last Open Office Hour regarding the $AAPL trade.  While I did misspeak one time (I should not have said \"I was hoping to not still be in this trade\" but rather should have been more clear in that \"I was hoping the trade would be free by now\"), it talks about the need for time.\n\nNot coincidentally, $AAPL diverged HEAVILY from the market on Friday, and historically does very well leading into July.  While I did, in fact, average down on that trade personally on Friday, I didn't feel there was a need to for a broader conviction of the trade - it was just something I wanted to do, and it did come with a degree of additional risk.\n\nWith the additional time, comes less worry.  It's starting to look like my trade was a condition 1.  And yes, when you buy more time than you need, it requires an additional outflow of capital initially, and your movement isn't as drastic as the person who plays weeklies (they might get 300%, and you'll get 45), but they're gonna lose WAY more.  Again, I wanna be Tony Gwynn and hit for average, not Adam Dunn.\n\nAnyhow, as I said at about the 1:50 mark...not concerned.  And $AAPL told me on Friday that everything's probably gonna be alright.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0024814263651418145, "ret_signed_m1d": -0.0024814263651418145, "alpha_spy_m1d": 0.0072992396633126955, "alpha_c_m1d": 0.00879171546197699, "bench_spy_m1d": -0.00978066602845451, "bench_c_m1d": -0.011273141827118804, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005955377660487593, "ret_signed_p1d": -0.005955377660487593, "alpha_spy_p1d": -0.01700269034908708, "alpha_c_p1d": -0.02390661730869159, "bench_spy_p1d": 0.011047312688599487, "bench_c_p1d": 0.017951239648203998, "ret_p1w": 0.018213345647586143, "ret_signed_p1w": 0.018213345647586143, "alpha_spy_p1w": -0.011279316724720934, "alpha_c_p1w": -0.024400158644647618, "bench_spy_p1w": 0.029492662372307077, "bench_c_p1w": 0.04261350429223376, "ret_p1m": 0.06401994872474037, "ret_signed_p1m": 0.06401994872474037, "alpha_spy_p1m": 0.01618183252678085, "alpha_c_p1m": -0.0015678924933582028, "bench_spy_p1m": 0.047838116197959524, "bench_c_p1m": 0.06558784121809857, "ret_p3m": 0.1818856863688123, "ret_signed_p3m": 0.1818856863688123, "alpha_spy_p3m": 0.07839480817345246, "alpha_c_p3m": 0.045028047765749646, "bench_spy_p3m": 0.10349087819535985, "bench_c_p3m": 0.13685763860306266, "ret_p6m": 0.3656980343064664, "ret_signed_p6m": 0.3656980343064664, "alpha_spy_p6m": 0.2313946171501835, "alpha_c_p6m": 0.19027636619434718, "bench_spy_p6m": 0.1343034171562829, "bench_c_p6m": 0.17542166811211923, "ret_p1y": 0.4527878204456639, "ret_signed_p1y": 0.4527878204456639, "alpha_spy_p1y": 0.23378707440616542, "alpha_c_p1y": -0.007566946522980178, "bench_spy_p1y": 0.21900074603949848, "bench_c_p1y": 0.4603547669686441, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06401994872474037, "alpha_spy_stated": 0.01618183252678085, "alpha_c_stated": -0.0015678924933582028, "price_path": [0.098, 0.1095, 0.08, 0.1009, 0.1062, 0.1097, 0.0071, -0.0663, -0.1006, -0.1454, -0.0144, -0.0562, -0.0179, 0.0037, 0.0019, -0.0371, -0.0237, -0.0237, -0.0426, -0.01, 0.0141, 0.0327, 0.0373, 0.0415, 0.0468, 0.0532, 0.0573, 0.0178, -0.0142, -0.0161, -0.0273, -0.0212, -0.016, 0.0461, 0.0567, 0.0537, 0.0494, 0.0484, 0.0361, 0.0266, 0.0029, -0.0007, -0.0309, -0.0309, -0.0064, -0.0054, -0.0077, -0.0032, 0.001, 0.0088, 0.0066, -0.0043, 0.012, -0.0002, 0.0058, -0.0135, -0.0114, -0.0251, -0.0153, -0.0291, -0.0244, -0.0244, -0.0025, 0.0, -0.006, 0.0003, -0.0025, -0.0021, 0.0182, 0.0314, 0.0543, 0.0598, 0.0598, 0.0419, 0.0422, 0.0478, 0.0541, 0.0479, 0.0353, 0.0378, 0.043, 0.0423, 0.048, 0.0545, 0.064, 0.0628, 0.0608, 0.0614, 0.0623, 0.0485, 0.0375, 0.0301, 0.0044, 0.0092, 0.007, 0.0583, 0.092, 0.1382, 0.1287, 0.141, 0.1593, 0.1565, 0.1506, 0.1472, 0.1455, 0.1229, 0.1174, 0.1316, 0.1286, 0.1393, 0.1452, 0.1555, 0.1534, 0.1534, 0.1413, 0.1848, 0.1913, 0.1909, 0.1819, 0.1643, 0.1268, 0.1429, 0.163, 0.176, 0.1832, 0.1874, 0.1819, 0.2197, 0.2723, 0.2641, 0.2536, 0.2762, 0.2692, 0.2641, 0.2651, 0.2692, 0.2775, 0.2819, 0.2753, 0.2743, 0.2821, 0.2622, 0.2186, 0.2305, 0.231, 0.2388, 0.2294, 0.2535, 0.3029, 0.3055, 0.2841, 0.2897, 0.3058, 0.3356, 0.3365, 0.34, 0.3484, 0.3433, 0.3368, 0.3417, 0.3422, 0.3403, 0.3339, 0.3399, 0.3689, 0.36, 0.3574, 0.3548, 0.3301, 0.33, 0.3356, 0.3241, 0.3502, 0.3722, 0.3774, 0.3803, 0.3803, 0.3868, 0.4079, 0.4233, 0.4131, 0.396, 0.3864, 0.382, 0.3785, 0.3864, 0.3827, 0.3839, 0.3632, 0.3657]}
{"unit_id": "thread:1936826557290709454", "ticker_idx": 0, "ts": "2025-06-22T16:40:10+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "literally every time in Bitcoin's history it's fallen below the 50 EMA, it's taken a big hit", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish BTC at $105K; historical pattern of falling below 50 EMA always leads to a big drop, sarcasm mocking 'this time it's different'.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "The retards sent a crypto ho to ask a poorly worded, dumb question not related to economics a few days ago.  She then asked whether I was bullish or bearish.  I said bearish because and she laughed.\n\nBitcoin was at $105,000 when she asked that, btw. https://t.co/2H3JdaplG3\n\n---\n\nFor those not retarded, literally every time in Bitcoin's history it's fallen below the 50 EMA, it's taken a big hit.\n\nBut ThIs TiMe ItS dIfFeReNt!", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021483422136598818, "ret_signed_m1d": 0.021483422136598818, "alpha_spy_m1d": 0.011702756108144308, "alpha_c_m1d": null, "bench_spy_m1d": -0.00978066602845451, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.004431419225533917, "ret_signed_p1d": -0.004431419225533917, "alpha_spy_p1d": 0.00661589346306557, "alpha_c_p1d": null, "bench_spy_p1d": 0.011047312688599487, "bench_c_p1d": null, "ret_p1w": 0.014752750027656525, "ret_signed_p1w": -0.014752750027656525, "alpha_spy_p1w": 0.014739912344650552, "alpha_c_p1w": null, "bench_spy_p1w": 0.029492662372307077, "bench_c_p1w": null, "ret_p1m": 0.13655943060340214, "ret_signed_p1m": -0.13655943060340214, "alpha_spy_p1m": -0.08872131440544262, "alpha_c_p1m": null, "bench_spy_p1m": 0.047838116197959524, "bench_c_p1m": null, "ret_p3m": 0.10948734104856794, "ret_signed_p3m": -0.10948734104856794, "alpha_spy_p3m": -0.0059964628532080955, "alpha_c_p3m": null, "bench_spy_p3m": 0.10349087819535985, "bench_c_p3m": null, "ret_p6m": -0.16796896245399662, "ret_signed_p6m": 0.16796896245399662, "alpha_spy_p6m": 0.30227237961027953, "alpha_c_p6m": null, "bench_spy_p6m": 0.1343034171562829, "bench_c_p6m": null, "ret_p1y": -0.41861494284981715, "ret_signed_p1y": 0.41861494284981715, "alpha_spy_p1y": 0.6376156888893156, "alpha_c_p1y": null, "bench_spy_p1y": 0.21900074603949848, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13655943060340214, "alpha_spy_stated": -0.08872131440544262, "alpha_c_stated": null, "price_path": [-0.1769, -0.1743, -0.201, -0.2181, -0.1933, -0.2187, -0.2129, -0.2059, -0.2495, -0.2776, -0.2179, -0.2458, -0.21, -0.1992, -0.2075, -0.2041, -0.1959, -0.2001, -0.171, -0.1149, -0.1125, -0.1102, -0.1028, -0.1004, -0.107, -0.1077, -0.0861, -0.0821, -0.1026, -0.0831, -0.0809, -0.0221, -0.0247, -0.0262, -0.0133, -0.0193, -0.0174, -0.0198, 0.0003, 0.0115, 0.0388, 0.0577, 0.0162, 0.0366, 0.0324, 0.0211, 0.0006, -0.015, 0.0029, -0.0014, -0.008, -0.0379, -0.0112, 0.0447, 0.0443, 0.0294, 0.0033, 0.0049, 0.0115, -0.0093, -0.0066, -0.0085, -0.0215, 0.0, 0.0044, 0.0169, 0.0131, 0.0143, 0.0148, 0.0011, 0.0311, 0.0386, 0.0233, 0.0258, 0.0319, 0.0545, 0.0986, 0.1131, 0.1352, 0.1155, 0.1247, 0.1299, 0.1177, 0.1124, 0.1366, 0.1248, 0.1211, 0.1142, 0.1169, 0.1169, 0.1161, 0.0964, 0.0733, 0.0899, 0.0811, 0.0895, 0.1129, 0.1052, 0.1246, 0.1382, 0.1683, 0.1211, 0.112, 0.1011, 0.0687, 0.0824, 0.0648, 0.107, 0.0431, 0.059, 0.0535, 0.066, 0.0268, 0.0348, 0.0533, 0.0582, 0.0487, 0.0481, 0.0615, 0.0564, 0.0793, 0.0941, 0.0997, 0.0935, 0.1067, 0.1032, 0.1095, 0.0958, 0.0679, 0.061, 0.0734, 0.0329, 0.0392, 0.0836, 0.0803, 0.1238, 0.1431, 0.1581, 0.1816, 0.1503, 0.1684, 0.1528, 0.0723, 0.0918, 0.0714, 0.0493, 0.0247, 0.0084, 0.0475, 0.0275, 0.02, 0.0425, 0.0517, 0.0809, 0.0699, 0.0424, 0.0258, 0.0377, 0.0092, -0.0378, -0.016, -0.0405, -0.0209, 0.004, -0.0244, -0.0371, -0.0557, -0.1059, -0.1277, -0.1196, -0.1337, -0.1794, -0.194, -0.1639, -0.1727, -0.1426, -0.1354, -0.1388, -0.1824, -0.1348, -0.1141, -0.1273, -0.1533, -0.1415, -0.1221, -0.1284, -0.1238, -0.145, -0.1815, -0.168]}
{"unit_id": "orig:1943011268958237037", "ticker_idx": 0, "ts": "2025-07-09T18:16:00+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL 9/19 185c. You're gonna pay $6.65 here, and it's still going to be a bargain for you.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long GOOGL via 9/19 $185 calls; author paid $5.60, expects continued upside and calls $6.65 a bargain.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$GOOGL 9/19 185c.  I paid $5.60 but was managing another trade and didn't care enough about you to call this out in real time.  You're gonna pay $6.65 here, and it's still going to be a bargain for you.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012795830477469239, "ret_signed_m1d": -0.012795830477469239, "alpha_spy_m1d": -0.006834948892327497, "alpha_c_m1d": -0.010180448021237964, "bench_spy_m1d": -0.005960881585141742, "bench_c_m1d": -0.0026153824562312744, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005661910228875522, "ret_signed_p1d": 0.005661910228875522, "alpha_spy_p1d": 0.0028416986434705027, "alpha_c_p1d": 0.009024503688728092, "bench_spy_p1d": 0.002820211585405019, "bench_c_p1d": -0.0033625934598525697, "ret_p1w": 0.035952999993675405, "ret_signed_p1w": 0.035952999993675405, "alpha_spy_p1w": 0.03569665298879765, "alpha_c_p1w": 0.04295844501857227, "bench_spy_p1w": 0.00025634700487775497, "bench_c_p1w": -0.007005445024896861, "ret_p1m": 0.1126714070760968, "ret_signed_p1m": 0.1126714070760968, "alpha_spy_p1m": 0.09954760429502274, "alpha_c_p1m": 0.110709888226868, "bench_spy_p1m": 0.013123802781074057, "bench_c_p1m": 0.001961518849228794, "ret_p3m": 0.4191710114354992, "ret_signed_p3m": 0.4191710114354992, "alpha_spy_p3m": 0.339992730329457, "alpha_c_p3m": 0.3271073034566718, "bench_spy_p3m": 0.07917828110604219, "bench_c_p3m": 0.09206370797882735, "ret_p6m": 0.7749115602691066, "ret_signed_p6m": 0.7749115602691066, "alpha_spy_p6m": 0.6759287716180886, "alpha_c_p6m": 0.6679342202236851, "bench_spy_p6m": 0.09898278865101795, "bench_c_p6m": 0.10697734004542148, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1126714070760968, "alpha_spy_stated": 0.09954760429502274, "alpha_c_stated": 0.110709888226868, "price_path": [-0.1114, -0.1005, -0.1161, -0.1329, -0.1452, -0.1452, -0.1649, -0.1434, -0.1215, -0.0993, -0.0841, -0.0917, -0.0943, -0.102, -0.0878, -0.0724, -0.0714, -0.0769, -0.1439, -0.1275, -0.1362, -0.1039, -0.0979, -0.0648, -0.0728, -0.0602, -0.0582, -0.0727, -0.0468, -0.0337, -0.0473, -0.0473, -0.0222, -0.0253, -0.0281, -0.0288, -0.0441, -0.0602, -0.0497, -0.0488, -0.0178, -0.003, 0.0112, 0.0041, -0.0052, -0.011, 0.0008, -0.0038, -0.0187, -0.0187, -0.0565, -0.0647, -0.0558, -0.0336, -0.0174, 0.0108, -0.0022, -0.0044, 0.0114, 0.0165, 0.0165, 0.001, -0.0128, 0.0, 0.0057, 0.0202, 0.028, 0.0305, 0.036, 0.0394, 0.0478, 0.0763, 0.0833, 0.0771, 0.088, 0.0938, 0.0904, 0.1083, 0.1127, 0.0865, 0.0708, 0.1043, 0.1022, 0.1102, 0.1127, 0.1404, 0.138, 0.1513, 0.1435, 0.149, 0.1545, 0.1522, 0.1413, 0.1285, 0.131, 0.1669, 0.1804, 0.1728, 0.1747, 0.1983, 0.2055, 0.2055, 0.1966, 0.306, 0.3153, 0.3305, 0.3263, 0.358, 0.3554, 0.3622, 0.3646, 0.4259, 0.4233, 0.4141, 0.4282, 0.4435, 0.4311, 0.4261, 0.4005, 0.3929, 0.3971, 0.383, 0.3776, 0.3878, 0.3923, 0.3904, 0.4192, 0.3927, 0.3862, 0.3687, 0.3406, 0.3836, 0.3909, 0.4226, 0.425, 0.4354, 0.4539, 0.4193, 0.4263, 0.4342, 0.473, 0.5259, 0.5157, 0.556, 0.5951, 0.5935, 0.6078, 0.5728, 0.6112, 0.6137, 0.5801, 0.644, 0.6508, 0.6248, 0.5786, 0.5664, 0.6152, 0.611, 0.6593, 0.6403, 0.6982, 0.8054, 0.8329, 0.8131, 0.8131, 0.8144, 0.7845, 0.7897, 0.8113, 0.7999, 0.8206, 0.779, 0.798, 0.8158, 0.7717, 0.7539, 0.7478, 0.7384, 0.6826, 0.7151, 0.7418, 0.7567, 0.7826, 0.7811, 0.7811, 0.7778, 0.7781, 0.7797, 0.7749, 0.7749]}
{"unit_id": "quote:1955674530787283286", "ticker_idx": 0, "ts": "2025-08-13T16:55:17+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Maybe I think it can be a 400%er", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish LLY via Nov 21 700c; expects a ~400% return on the call options position.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "So you wanna know a little secret here?  Yeah, this thing has just been a straight line up since I called it, but did any of you ask why I picked November if I was just gonna start talking about it a day later? I mean, that's super weird, right?\n\nMaybe I think it can be a 400%er https://t.co/SwwL2qC6px", "reply_text": null, "parent_text": null, "quoted_text": "This one's not for the faint of heart:\n\n$LLY 11/21 700c $25.50", "parent_author": null, "ret_m1d": -0.031885664042549666, "ret_signed_m1d": -0.031885664042549666, "alpha_spy_m1d": -0.028474194548867793, "alpha_c_m1d": -0.028474194548867793, "bench_spy_m1d": -0.0034114694936818735, "bench_c_m1d": -0.0034114694936818735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.036245646531892106, "ret_signed_p1d": 0.036245646531892106, "alpha_spy_p1d": 0.036152585629974476, "alpha_c_p1d": 0.036152585629974476, "bench_spy_p1d": 9.306090191762983e-05, "bench_c_p1d": 9.306090191762983e-05, "ret_p1w": 0.07040129334669465, "ret_signed_p1w": 0.07040129334669465, "alpha_spy_p1w": 0.08091478908641425, "alpha_c_p1w": 0.08091478908641425, "bench_spy_p1w": -0.010513495739719603, "bench_c_p1w": -0.010513495739719603, "ret_p1m": 0.147543482566026, "ret_signed_p1m": 0.147543482566026, "alpha_spy_p1m": 0.12778822796571543, "alpha_c_p1m": 0.12778822796571543, "bench_spy_p1m": 0.01975525460031058, "bench_c_p1m": 0.01975525460031058, "ret_p3m": 0.4667338454505794, "ret_signed_p3m": 0.4667338454505794, "alpha_spy_p3m": 0.4071279082604842, "alpha_c_p3m": 0.4071279082604842, "bench_spy_p3m": 0.059605937190095215, "bench_c_p3m": 0.059605937190095215, "ret_p6m": 0.551249197800447, "ret_signed_p6m": 0.551249197800447, "alpha_spy_p6m": 0.49446973495751756, "alpha_c_p6m": 0.49446973495751756, "bench_spy_p6m": 0.05677946284292945, "bench_c_p6m": 0.05677946284292945, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.147543482566026, "alpha_spy_stated": 0.12778822796571543, "alpha_c_stated": 0.12778822796571543, "price_path": [0.1467, 0.1433, 0.131, 0.0976, 0.0828, 0.0806, 0.0806, 0.098, 0.0892, 0.094, 0.1169, 0.1312, 0.1367, 0.1595, 0.1593, 0.1656, 0.1714, 0.2221, 0.2243, 0.2294, 0.2405, 0.2227, 0.198, 0.1886, 0.1886, 0.1548, 0.1668, 0.178, 0.1996, 0.2038, 0.1741, 0.1802, 0.1747, 0.1799, 0.182, 0.182, 0.1701, 0.1774, 0.1914, 0.1971, 0.2006, 0.2102, 0.1685, 0.1958, 0.1529, 0.1684, 0.154, 0.1756, 0.2095, 0.2194, 0.2304, 0.2235, 0.1551, 0.1508, 0.1205, 0.1542, 0.1643, 0.1597, 0.13, -0.0297, -0.0527, -0.0383, -0.0319, 0.0, 0.0362, 0.064, 0.0592, 0.067, 0.0704, 0.077, 0.0799, 0.0551, 0.1168, 0.114, 0.1106, 0.1116, 0.1116, 0.1155, 0.1195, 0.1273, 0.1034, 0.1208, 0.1389, 0.145, 0.1475, 0.1462, 0.1353, 0.1603, 0.1534, 0.1576, 0.141, 0.1455, 0.1334, 0.1256, 0.0843, 0.0994, 0.1024, 0.1577, 0.2525, 0.244, 0.2744, 0.2822, 0.2801, 0.2833, 0.2979, 0.2647, 0.2433, 0.2326, 0.2542, 0.2433, 0.2182, 0.2275, 0.2132, 0.2327, 0.2458, 0.2525, 0.254, 0.2444, 0.2344, 0.2814, 0.3093, 0.3604, 0.376, 0.4048, 0.4224, 0.4026, 0.4667, 0.5001, 0.5443, 0.5521, 0.558, 0.5526, 0.5652, 0.595, 0.5854, 0.6103, 0.6262, 0.6866, 0.6781, 0.6781, 0.6343, 0.6075, 0.5897, 0.5706, 0.5416, 0.5352, 0.5159, 0.4926, 0.5099, 0.5338, 0.5614, 0.6141, 0.6021, 0.5831, 0.606, 0.6281, 0.6358, 0.6284, 0.6366, 0.6366, 0.6377, 0.6392, 0.6408, 0.6331, 0.6331, 0.6417, 0.5827, 0.6169, 0.6838, 0.649, 0.6162, 0.6427, 0.6369, 0.631, 0.5697, 0.5779, 0.5779, 0.5823, 0.6389, 0.6524, 0.6173, 0.6149, 0.5796, 0.5557, 0.5563, 0.576, 0.5866, 0.5248, 0.6824, 0.5512]}
{"unit_id": "quote:1954906211310276654", "ticker_idx": 0, "ts": "2025-08-11T14:02:15+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You know what to do. But remember you have a month and this thing was trading at $220 like 5 days ago.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long SNOW via 9/19 210c; was at $220 five days ago, implying upside return to that level within the month.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "$9.50.  You know what to do.\n\nBut remember you have a month and this thing was trading at $220 like 5 days ago.", "reply_text": null, "parent_text": null, "quoted_text": "$SNOW 9/19 210c $8.15\n\n(I'm doing something different for the majority of my position, but it's very expensive; this is the budget option)", "parent_author": null, "ret_m1d": -0.00036500168459252524, "ret_signed_m1d": -0.00036500168459252524, "alpha_spy_m1d": -0.002346459743859275, "alpha_c_m1d": -0.002346459743859275, "bench_spy_m1d": 0.0019814580592667497, "bench_c_m1d": 0.0019814580592667497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006569314321105191, "ret_signed_p1d": 0.006569314321105191, "alpha_spy_p1d": -0.004076703341177046, "alpha_c_p1d": -0.004076703341177046, "bench_spy_p1d": 0.010646017662282237, "bench_c_p1d": 0.010646017662282237, "ret_p1w": 0.03357665453044012, "ret_signed_p1w": 0.03357665453044012, "alpha_spy_p1w": 0.02197131730265589, "alpha_c_p1w": 0.02197131730265589, "bench_spy_p1w": 0.01160533722778423, "bench_c_p1w": 0.01160533722778423, "ret_p1m": 0.17601665260519161, "ret_signed_p1m": 0.17601665260519161, "alpha_spy_p1m": 0.15335653911103742, "alpha_c_p1m": 0.15335653911103742, "bench_spy_p1m": 0.0226601134941542, "bench_c_p1m": 0.0226601134941542, "ret_p3m": 0.38018767992025326, "ret_signed_p3m": 0.38018767992025326, "alpha_spy_p3m": 0.3231861328710539, "alpha_c_p3m": 0.3231861328710539, "bench_spy_p3m": 0.05700154704919935, "bench_c_p3m": 0.05700154704919935, "ret_p6m": -0.09676745184193392, "ret_signed_p6m": -0.09676745184193392, "alpha_spy_p6m": -0.18728962426179163, "alpha_c_p6m": -0.18728962426179163, "bench_spy_p6m": 0.09052217241985772, "bench_c_p6m": 0.09052217241985772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17601665260519161, "alpha_spy_stated": 0.15335653911103742, "alpha_c_stated": 0.15335653911103742, "price_path": [-0.054, -0.046, -0.0455, -0.0508, -0.0465, -0.0661, 0.0593, 0.043, 0.043, 0.0759, 0.0657, 0.0548, 0.0723, 0.0958, 0.0905, 0.0928, 0.0954, 0.0993, 0.0993, 0.0857, 0.0876, 0.1016, 0.0854, 0.0903, 0.092, 0.1057, 0.1057, 0.1053, 0.1142, 0.1634, 0.155, 0.157, 0.1606, 0.1667, 0.126, 0.1332, 0.1548, 0.1548, 0.1772, 0.1653, 0.1569, 0.1179, 0.0993, 0.1132, 0.1094, 0.105, 0.1031, 0.1308, 0.1243, 0.1066, 0.1082, 0.1211, 0.1445, 0.1401, 0.1406, 0.1485, 0.1653, 0.0689, 0.087, 0.0728, 0.0977, 0.0761, -0.0004, 0.0, 0.0066, 0.0264, 0.0162, 0.038, 0.0336, 0.0043, 0.0156, 0.015, 0.0261, 0.015, 0.0133, 0.0448, 0.2565, 0.2443, 0.2443, 0.2179, 0.1957, 0.1569, 0.1761, 0.181, 0.176, 0.1775, 0.1706, 0.153, 0.1772, 0.1259, 0.1364, 0.158, 0.2017, 0.1968, 0.1655, 0.1604, 0.1554, 0.1712, 0.1744, 0.176, 0.202, 0.2541, 0.2257, 0.2644, 0.2242, 0.3045, 0.3069, 0.2626, 0.2892, 0.2556, 0.2558, 0.2516, 0.2552, 0.2809, 0.2905, 0.26, 0.319, 0.3448, 0.3867, 0.3923, 0.4062, 0.4139, 0.4332, 0.4449, 0.3838, 0.3806, 0.3802, 0.3705, 0.3999, 0.4143, 0.4068, 0.3395, 0.34, 0.318, 0.327, 0.319, 0.2756, 0.2202, 0.2617, 0.3051, 0.2965, 0.2965, 0.3099, 0.3139, 0.3539, 0.3816, 0.224, 0.1929, 0.1747, 0.1606, 0.129, 0.1497, 0.1362, 0.1224, 0.1502, 0.1277, 0.1539, 0.1599, 0.1827, 0.1736, 0.1571, 0.1571, 0.1673, 0.1621, 0.1577, 0.1437, 0.1437, 0.1299, 0.1698, 0.2228, 0.2174, 0.1668, 0.1423, 0.1485, 0.0917, 0.0749, 0.0831, 0.0969, 0.0969, 0.0751, 0.0766, 0.1008, 0.0933, 0.1015, 0.1092, 0.1262, 0.0395, 0.0047, -0.0058, -0.0968]}
{"unit_id": "quote:1935845139257217219", "ticker_idx": 0, "ts": "2025-06-19T23:40:22+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PLTR is held up by guys who have to work at a coffee shop, and even up 500%, they still have to work at a coffee shop. Foundation built on sand.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PLTR: retail-heavy shareholder base of small holders signals weak fundamental support.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "The takeaway:  $PLTR is held up by guys who have to work at a coffee shop, and even up 500%, they still have to work at a coffee shop.\n\nFoundation built on sand.", "reply_text": null, "parent_text": null, "quoted_text": "so im at my local bagel shop\n\ni paid for the bagel with the $HOOD gold card\n\ncashier recognizes it’s Robinhood and asks me if I invest in the stock market\n\ni said yes and asked him if he does\n\nhe says “yeah, my biggest holding is a company named Palantir”\n\nhe then goes on to show", "parent_author": null, "ret_m1d": 0.019373660618977828, "ret_signed_m1d": -0.019373660618977828, "alpha_spy_m1d": -0.017019699771974484, "alpha_c_m1d": -0.017019699771974484, "bench_spy_m1d": 0.0023539608470033446, "bench_c_m1d": 0.0023539608470033446, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019082265542265553, "ret_signed_p1d": -0.019082265542265553, "alpha_spy_p1d": -0.0092049932118754, "alpha_c_p1d": -0.0092049932118754, "bench_spy_p1d": 0.009877272330390152, "bench_c_p1d": 0.009877272330390152, "ret_p1w": -0.04777856819217141, "ret_signed_p1w": 0.04777856819217141, "alpha_spy_p1w": 0.08249273238277888, "alpha_c_p1w": 0.08249273238277888, "bench_spy_p1w": 0.034714164190607466, "bench_c_p1w": 0.034714164190607466, "ret_p1m": 0.10553525063588465, "ret_signed_p1m": -0.10553525063588465, "alpha_spy_p1m": -0.04749877941656977, "alpha_c_p1m": -0.04749877941656977, "bench_spy_p1m": 0.05803647121931488, "bench_c_p1m": 0.05803647121931488, "ret_p3m": 0.2260014427501471, "ret_signed_p3m": -0.2260014427501471, "alpha_spy_p3m": -0.11679379651523636, "alpha_c_p3m": -0.11679379651523636, "bench_spy_p3m": 0.10920764623491075, "bench_c_p3m": 0.10920764623491075, "ret_p6m": 0.33466857922006366, "ret_signed_p6m": -0.33466857922006366, "alpha_spy_p6m": -0.1860228964704318, "alpha_c_p6m": -0.1860228964704318, "bench_spy_p6m": 0.14864568274963186, "bench_c_p6m": 0.14864568274963186, "ret_p1y": -0.0380917378826825, "ret_signed_p1y": 0.0380917378826825, "alpha_spy_p1y": 0.2888518009436022, "alpha_c_p1y": 0.2888518009436022, "bench_spy_p1y": 0.2507600630609197, "bench_c_p1y": 0.2507600630609197, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10553525063588465, "alpha_spy_stated": -0.04749877941656977, "alpha_c_stated": -0.04749877941656977, "price_path": [-0.2972, -0.3279, -0.3438, -0.3747, -0.3853, -0.3832, -0.3631, -0.3911, -0.461, -0.4331, -0.4369, -0.3299, -0.3548, -0.3551, -0.3254, -0.2833, -0.3248, -0.317, -0.317, -0.3387, -0.3154, -0.2657, -0.215, -0.1786, -0.165, -0.1546, -0.1374, -0.1537, -0.0948, -0.0985, -0.2071, -0.1953, -0.1322, -0.1457, -0.1372, -0.067, -0.0519, -0.0669, -0.0567, -0.0799, -0.0853, -0.1218, -0.1093, -0.1019, -0.1019, -0.1013, -0.0986, -0.1091, -0.0402, -0.0383, -0.0301, -0.0531, -0.1267, -0.0698, -0.0382, -0.0327, -0.0066, -0.0154, 0.0007, 0.0299, 0.0066, 0.0194, 0.0194, 0.0, 0.0191, 0.0432, 0.0408, 0.0506, -0.0478, -0.0071, -0.0482, -0.0377, -0.0214, -0.0214, 0.0133, 0.0176, 0.0425, 0.0379, 0.035, 0.0863, 0.0822, 0.0991, 0.1216, 0.1181, 0.1055, 0.0857, 0.1262, 0.1279, 0.1566, 0.1499, 0.1379, 0.1552, 0.1533, 0.1236, 0.1701, 0.262, 0.3076, 0.327, 0.3617, 0.3305, 0.3618, 0.3428, 0.3184, 0.2904, 0.2675, 0.1489, 0.1363, 0.1375, 0.1562, 0.1447, 0.1717, 0.1414, 0.1516, 0.1414, 0.1414, 0.1441, 0.1282, 0.1372, 0.1151, 0.1369, 0.1825, 0.2144, 0.1971, 0.2486, 0.247, 0.2401, 0.226, 0.2889, 0.3284, 0.3061, 0.3296, 0.3078, 0.3046, 0.2933, 0.3027, 0.3286, 0.3471, 0.3623, 0.2605, 0.3076, 0.3268, 0.3369, 0.3508, 0.2778, 0.2907, 0.3091, 0.3082, 0.2973, 0.2975, 0.3226, 0.322, 0.2782, 0.3145, 0.3447, 0.3779, 0.3809, 0.448, 0.417, 0.4601, 0.509, 0.3892, 0.3685, 0.2749, 0.2959, 0.4101, 0.3908, 0.3414, 0.2538, 0.2674, 0.2473, 0.2187, 0.2048, 0.1343, 0.1278, 0.1817, 0.1912, 0.2074, 0.2074, 0.2269, 0.2199, 0.2432, 0.2824, 0.2958, 0.3238, 0.3218, 0.3244, 0.3686, 0.3659, 0.337, 0.3347]}
{"unit_id": "orig:1932795532176421151", "ticker_idx": 0, "ts": "2025-06-11T13:42:19+00:00", "symbol": "CRCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "most overpriced stock on the market… trading at 1250x forward earnings… just....HAVE DOLLARS rather than pay 1200+ times forward earnings", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Both CRCL and PLTR called the most overpriced stocks on the market; CRCL trades at 1250x forward earnings on stablecoin/treasury revenues, PLTR still tops the list.", "resolved_tickers": ["CRCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "original", "lang": "en", "tweet_text": "We have a new title holder for \"most overpriced stock on the market\":  $CRCL\n\nThis is a company where 99% of its revenues came from TREASURIES at 4.x% last year trading at 1250x forward earnings\n\nFor those who don't know, $CRCL's only product is a stablecoin tied to the USD.  So just....HAVE DOLLARS rather than pay 1200+ times forward earnings.  People are legit paying over 100% IV on a stablecoin that makes its money on bonds.\n\nMake it make sense.\n\nOh, and just kidding, $PLTR is still the most overpriced stock on the market, but this one is closing in fast.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.09633100324327393, "ret_signed_m1d": 0.09633100324327393, "alpha_spy_m1d": 0.09919117717174297, "alpha_c_m1d": 0.09750751538227409, "bench_spy_m1d": 0.0028601739284690453, "bench_c_m1d": 0.0011765121390001632, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0909555999171443, "ret_signed_p1d": 0.0909555999171443, "alpha_spy_p1d": 0.09492982601429878, "alpha_c_p1d": 0.0909555999171443, "bench_spy_p1d": 0.003974226097154476, "bench_c_p1d": 0.0, "ret_p1w": 0.7029863612200731, "ret_signed_p1w": -0.7029863612200731, "alpha_spy_p1w": -0.7095049830968876, "alpha_c_p1w": -0.7182804114029869, "bench_spy_p1w": -0.006518621876814512, "bench_c_p1w": -0.015294050182913854, "ret_p1m": 0.7312286619434725, "ret_signed_p1m": -0.7312286619434725, "alpha_spy_p1m": -0.687477784211622, "alpha_c_p1m": -0.6941572125663442, "bench_spy_p1m": 0.04375087773185049, "bench_c_p1m": 0.03707144937712825, "ret_p3m": -0.040443668832711666, "ret_signed_p3m": 0.040443668832711666, "alpha_spy_p3m": 0.1225711389035955, "alpha_c_p3m": 0.08538514134132957, "bench_spy_p3m": 0.08212747007088383, "bench_c_p3m": 0.04494147250861791, "ret_p6m": -0.25375425459186063, "ret_signed_p6m": 0.25375425459186063, "alpha_spy_p6m": 0.3983535448507002, "alpha_c_p6m": 0.3129925142501405, "bench_spy_p6m": 0.14459929025883955, "bench_c_p6m": 0.05923825965827989, "ret_p1y": -0.03583615236864712, "ret_signed_p1y": 0.03583615236864712, "alpha_spy_p1y": 0.3082052769035005, "alpha_c_p1y": 0.0628262826546443, "bench_spy_p1y": 0.2723691245348534, "bench_c_p1y": 0.02699013028599717, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.7312286619434725, "alpha_spy_stated": -0.687477784211622, "alpha_c_stated": -0.6941572125663442, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, -0.2898, -0.0811, -0.0166, -0.0963, 0.0, -0.091, 0.1396, 0.2889, 0.2726, 0.703, 0.703, 1.0502, 1.2479, 0.8997, 0.6947, 0.8228, 0.5395, 0.5468, 0.6427, 0.5185, 0.6107, 0.6107, 0.7701, 0.7475, 0.7123, 0.7312, 0.5984, 0.7466, 0.6666, 0.9898, 1.0058, 0.9094, 0.8439, 0.6921, 0.727, 0.6474, 0.6456, 0.5816, 0.5498, 0.6254, 0.5659, 0.4343, 0.4063, 0.3134, 0.3798, 0.3049, 0.3569, 0.3752, 0.3926, 0.3068, 0.188, 0.2735, 0.208, 0.1538, 0.1759, 0.1246, 0.1522, 0.0686, 0.1011, 0.087, 0.1172, 0.1261, 0.1261, 0.0251, 0.0108, 0.0025, -0.0225, -0.0404, 0.0067, -0.0299, 0.1408, 0.0693, 0.1438, 0.1503, 0.1181, 0.1981, 0.2299, 0.1744, 0.1175, 0.1227, 0.0637, 0.0835, 0.1404, 0.1312, 0.1009, 0.2775, 0.2439, 0.2672, 0.2689, 0.2838, 0.284, 0.1343, 0.173, 0.1473, 0.1474, 0.0961, 0.0793, 0.1161, 0.1079, 0.0648, 0.108, 0.212, 0.2226, 0.1613, 0.1241, 0.047, 0.0834, 0.0056, -0.0508, -0.0356, -0.1467, -0.12, -0.1118, -0.1613, -0.2637, -0.2974, -0.3013, -0.3465, -0.3464, -0.4051, -0.4289, -0.3914, -0.3794, -0.4018, -0.3802, -0.3802, -0.318, -0.352, -0.3392, -0.2637, -0.2538]}
{"unit_id": "quote:1953453082194375010", "ticker_idx": 0, "ts": "2025-08-07T13:48:02+00:00", "symbol": "ELF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "buy $ELF shares on the dip w/ your gains", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Buy ELF shares on the dip using put profits.", "resolved_tickers": ["ELF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "quote", "lang": "en", "tweet_text": "For those of you who weren't smoking crack and somehow thought this image was bullish, no matter what put you took as long as you weren't dumb with how far down it was, you're up between 55 and 80%.\n\nYou should take it. And buy $ELF shares on the dip w/ your gains.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/C9Hw4cCjxZ", "parent_author": null, "ret_m1d": 0.1047838411986397, "ret_signed_m1d": 0.1047838411986397, "alpha_spy_m1d": 0.10394551500047378, "alpha_c_m1d": 0.11232272653628417, "bench_spy_m1d": 0.0008383261981659285, "bench_c_m1d": -0.007538885337644463, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.018514796917761256, "ret_signed_p1d": 0.018514796917761256, "alpha_spy_p1d": 0.010717224218202981, "alpha_c_p1d": 0.0155963904385239, "bench_spy_p1d": 0.007797572699558275, "bench_c_p1d": 0.0029184064792373565, "ret_p1w": 0.19695757271633174, "ret_signed_p1w": 0.19695757271633174, "alpha_spy_p1w": 0.17687055268509622, "alpha_c_p1w": 0.20121341646502688, "bench_spy_p1w": 0.020087020031235525, "bench_c_p1w": -0.004255843748695143, "ret_p1m": 0.34077265488121666, "ret_signed_p1m": 0.34077265488121666, "alpha_spy_p1m": 0.3170638242328443, "alpha_c_p1m": 0.35743120539463635, "bench_spy_p1m": 0.02370883064837237, "bench_c_p1m": -0.01665855051341969, "ret_p3m": 0.18384710851897657, "ret_signed_p3m": 0.18384710851897657, "alpha_spy_p3m": 0.11289089093462934, "alpha_c_p3m": 0.25350358740124446, "bench_spy_p3m": 0.07095621758434723, "bench_c_p3m": -0.06965647888226789, "ret_p6m": -0.149419541420848, "ret_signed_p6m": -0.149419541420848, "alpha_spy_p6m": -0.25015303546825496, "alpha_c_p6m": -0.18003279404650951, "bench_spy_p6m": 0.10073349404740695, "bench_c_p6m": 0.030613252625661502, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.34077265488121666, "alpha_spy_stated": 0.3170638242328443, "alpha_c_stated": 0.35743120539463635, "price_path": [-0.2587, -0.2173, -0.2279, -0.2176, -0.2064, -0.2037, -0.1842, -0.2088, -0.1715, -0.16, -0.16, -0.0821, -0.0943, 0.1193, 0.1258, 0.1386, 0.1487, 0.1733, 0.1589, 0.1775, 0.166, 0.1805, 0.2462, 0.2864, 0.2536, 0.2631, 0.2567, 0.2234, 0.2234, 0.1995, 0.2321, 0.2197, 0.2551, 0.2499, 0.2643, 0.2454, 0.2677, 0.2958, 0.3108, 0.3108, 0.2249, 0.1708, 0.1775, 0.1546, 0.1007, 0.061, 0.0695, 0.086, 0.1099, 0.1772, 0.117, 0.1614, 0.1775, 0.1932, 0.2096, 0.2105, 0.2003, 0.2338, 0.2129, 0.1651, 0.1637, 0.0993, 0.1048, 0.0, 0.0185, 0.1176, 0.1684, 0.2302, 0.197, 0.1646, 0.2384, 0.1993, 0.2054, 0.164, 0.1824, 0.1403, 0.1513, 0.25, 0.2945, 0.251, 0.251, 0.257, 0.3026, 0.3383, 0.3408, 0.3811, 0.3894, 0.3455, 0.3818, 0.3533, 0.4449, 0.4339, 0.4623, 0.4679, 0.4007, 0.3743, 0.3618, 0.2892, 0.308, 0.2987, 0.3131, 0.3259, 0.3531, 0.3602, 0.3472, 0.3843, 0.4071, 0.4519, 0.4509, 0.2979, 0.328, 0.326, 0.3419, 0.3596, 0.3703, 0.2752, 0.2723, 0.2376, 0.2512, 0.2291, 0.2628, 0.3181, 0.2709, 0.2321, 0.2224, 0.2104, 0.1838, 0.1792, -0.234, -0.262, -0.2009, -0.2197, -0.222, -0.2555, -0.2643, -0.2715, -0.2688, -0.287, -0.3153, -0.2989, -0.2869, -0.2783, -0.2471, -0.2471, -0.2377, -0.2328, -0.2574, -0.1957, -0.1831, -0.1853, -0.2266, -0.2252, -0.2132, -0.2195, -0.2358, -0.2134, -0.2117, -0.2109, -0.2268, -0.195, -0.208, -0.2148, -0.2018, -0.2018, -0.1952, -0.2051, -0.2314, -0.239, -0.239, -0.2213, -0.231, -0.2082, -0.1783, -0.1388, -0.1291, -0.1335, -0.1237, -0.1367, -0.1075, -0.0994, -0.0994, -0.1089, -0.0811, -0.0632, -0.0576, -0.1113, -0.132, -0.1495, -0.149, -0.1494]}
{"unit_id": "orig:1947295507904340361", "ticker_idx": 0, "ts": "2025-07-21T14:00:02+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I would bet money the $GOOGL TotD calls are going to be WELL in the money Monday morning", "tweet_type": "prediction", "timeline": "days", "summary": "Long GOOGL into earnings; semi sector profit-taking likely; TSLA brand/sales toxic; dividend yield inflows to continue.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week:\n\nHeadline:  I would bet money the $GOOGL TotD calls are going to be WELL in the money Monday morning.  Manage your risk appropriately\n\nThis week should be a fairly volatile one.  If you're trading it, make a point to stay agile, because a lot of things are coming together at once.\n\nIn spite of July seasonally being a bullish month, we're finally starting to see some real cracks in the price action.  Whether it's sanity at people realizing everything is wildly overpriced or simply them running out of cash to pump into the market, the tea leaves certainly seem to indicate a bumper 2nd half of the month.\n\nTo start with earnings, since that's the lead, there are an enormous amount of notable reports coming this week.  $CLF kicks off the week with life in a steel tariffed world before the bell on Monday.  Normally boring $GM talks about the effects of tariffs on their sales before the bell on Tuesday, $TXN has what should be a layup on Tuesday, but they've never met a bar they couldn't trip over.  \n\nWednesday is where things get spicy.  We already know $TSLA's sales numbers are going to be terrible - the brand is crazy toxic these days, but it seems the worse the numbers are, the more people want to pile into it.  $GOOGL has been stuck in neutral for like 2 years now, but seems to finally be breaking out of its malaise.  Lot of good trendlines here and the smart money seems to be piling in.  If they can (for once) narrate a cohesive AI strategy, they might be the week's darling.  $ORLY closes it out for the day with a state of how heavily consumers are repairing their vehicles rather than buying new.  The sleeper in all this?  $GEV.  I'll be reading that one top to bottom.\n\nPolitically, it seems TACO has settled on 10% as the tariff level for almost everybody, with notable exceptions for the Euro zone (which he'll chicken out on) and our neighbors - one of whom will probably try to mollify him again.  Globally, tensions seem to be cooler (if only by comparison), and money continues to flow from the US to \"not the US\", further hamstringing the dollar.  Powell lines up for testimony on Tuesday, which is always good for a lot of volatility and nothing else.\n\nNormally for data I'd highlight the PMI reports coming later in the week - most notably services, but PMI has been way off for months now, so the market will probably shrug it off.\n\nTapewise, you're starting to see inflows of money into dividend yield stocks - expect that trend to continue as inflation data continues to remain bad and it starts to become dangerous to simply sit on cash for too long.  You'd get getting ahead of the curve a bit if you went that direction.\n\nThe semiconductor sector has been absolutely on FIRE lately, led by the usual suspects.  You'd almost have to expect some profit taking in the coming days on those names.  \n\nAll in all, this week presents an interesting opportunity for the short-term trader, but I suspect you're going to have to be fairly nimble to navigate it successfully.  It might be wise to play with less size on the probability that, in spite of the volatility, the week will end roughly equidistant to where it is today most retail traders aren't going to be able to ride those waves successfully.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.026512454284222553, "ret_signed_m1d": -0.026512454284222553, "alpha_spy_m1d": -0.02461986779405767, "alpha_c_m1d": -0.013316710278276522, "bench_spy_m1d": -0.0018925864901648826, "bench_c_m1d": -0.01319574400594603, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00652284472759046, "ret_signed_p1d": 0.00652284472759046, "alpha_spy_p1d": 0.006379723564365891, "alpha_c_p1d": 0.004199655402876257, "bench_spy_p1d": 0.0001431211632245688, "bench_c_p1d": 0.0023231893247142033, "ret_p1w": 0.013045769951333552, "ret_signed_p1w": 0.013045769951333552, "alpha_spy_p1w": 5.2091266568021766e-05, "alpha_c_p1w": 0.01834259864932719, "bench_spy_p1w": 0.01299367868476553, "bench_c_p1w": -0.0052968286979936385, "ret_p1m": 0.06033669608693715, "ret_signed_p1m": 0.06033669608693715, "alpha_spy_p1m": 0.04277860744559847, "alpha_c_p1m": 0.0364541379794574, "bench_spy_p1m": 0.017558088641338676, "bench_c_p1m": 0.023882558107479746, "ret_p3m": 0.32396054915763184, "ret_signed_p3m": 0.32396054915763184, "alpha_spy_p3m": 0.2703612819536505, "alpha_c_p3m": 0.2592994845433245, "bench_spy_p3m": 0.05359926720398134, "bench_c_p3m": 0.06466106461430732, "ret_p6m": 0.7700706289341488, "ret_signed_p6m": 0.7700706289341488, "alpha_spy_p6m": 0.6603657120760911, "alpha_c_p6m": 0.676516163588121, "bench_spy_p6m": 0.10970491685805772, "bench_c_p6m": 0.09355446534602785, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.013045769951333552, "alpha_spy_stated": 5.2091266568021766e-05, "alpha_c_stated": 0.01834259864932719, "price_path": [-0.1838, -0.1631, -0.1491, -0.1562, -0.1585, -0.1657, -0.1525, -0.1382, -0.1372, -0.1424, -0.2046, -0.1894, -0.1974, -0.1674, -0.1618, -0.1311, -0.1385, -0.1268, -0.125, -0.1384, -0.1144, -0.1022, -0.1149, -0.1149, -0.0916, -0.0944, -0.097, -0.0977, -0.1119, -0.1269, -0.1171, -0.1162, -0.0875, -0.0737, -0.0605, -0.0671, -0.0757, -0.0812, -0.0701, -0.0744, -0.0883, -0.0883, -0.1234, -0.131, -0.1227, -0.1022, -0.0871, -0.0609, -0.073, -0.075, -0.0603, -0.0556, -0.0556, -0.07, -0.0828, -0.0709, -0.0656, -0.0521, -0.0449, -0.0426, -0.0375, -0.0343, -0.0265, 0.0, 0.0065, 0.0007, 0.0109, 0.0162, 0.013, 0.0297, 0.0338, 0.0095, -0.0051, 0.026, 0.024, 0.0315, 0.0338, 0.0595, 0.0573, 0.0696, 0.0624, 0.0675, 0.0726, 0.0705, 0.0603, 0.0485, 0.0508, 0.0841, 0.0967, 0.0896, 0.0914, 0.1133, 0.12, 0.12, 0.1118, 0.2134, 0.222, 0.2362, 0.2322, 0.2617, 0.2593, 0.2656, 0.2678, 0.3248, 0.3224, 0.3138, 0.327, 0.3411, 0.3296, 0.325, 0.3012, 0.2941, 0.2981, 0.2849, 0.2799, 0.2894, 0.2936, 0.2918, 0.3185, 0.2939, 0.2879, 0.2717, 0.2456, 0.2855, 0.2923, 0.3217, 0.324, 0.3336, 0.3508, 0.3187, 0.3252, 0.3325, 0.3685, 0.4177, 0.4083, 0.4456, 0.482, 0.4805, 0.4938, 0.4613, 0.4969, 0.4992, 0.4681, 0.5274, 0.5338, 0.5096, 0.4667, 0.4553, 0.5007, 0.4968, 0.5417, 0.524, 0.5777, 0.6774, 0.7029, 0.6846, 0.6846, 0.6858, 0.6579, 0.6628, 0.6829, 0.6723, 0.6915, 0.6528, 0.6705, 0.687, 0.646, 0.6295, 0.6239, 0.6152, 0.5633, 0.5935, 0.6183, 0.6321, 0.6562, 0.6548, 0.6548, 0.6517, 0.652, 0.6535, 0.6491, 0.6491, 0.6604, 0.6677, 0.6561, 0.6964, 0.7146, 0.7311, 0.7484, 0.7701]}
{"unit_id": "orig:1947295507904340361", "ticker_idx": 1, "ts": "2025-07-21T14:00:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "we already know $TSLA's sales numbers are going to be terrible - the brand is crazy toxic these days", "tweet_type": "prediction", "timeline": "days", "summary": "Long GOOGL into earnings; semi sector profit-taking likely; TSLA brand/sales toxic; dividend yield inflows to continue.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week:\n\nHeadline:  I would bet money the $GOOGL TotD calls are going to be WELL in the money Monday morning.  Manage your risk appropriately\n\nThis week should be a fairly volatile one.  If you're trading it, make a point to stay agile, because a lot of things are coming together at once.\n\nIn spite of July seasonally being a bullish month, we're finally starting to see some real cracks in the price action.  Whether it's sanity at people realizing everything is wildly overpriced or simply them running out of cash to pump into the market, the tea leaves certainly seem to indicate a bumper 2nd half of the month.\n\nTo start with earnings, since that's the lead, there are an enormous amount of notable reports coming this week.  $CLF kicks off the week with life in a steel tariffed world before the bell on Monday.  Normally boring $GM talks about the effects of tariffs on their sales before the bell on Tuesday, $TXN has what should be a layup on Tuesday, but they've never met a bar they couldn't trip over.  \n\nWednesday is where things get spicy.  We already know $TSLA's sales numbers are going to be terrible - the brand is crazy toxic these days, but it seems the worse the numbers are, the more people want to pile into it.  $GOOGL has been stuck in neutral for like 2 years now, but seems to finally be breaking out of its malaise.  Lot of good trendlines here and the smart money seems to be piling in.  If they can (for once) narrate a cohesive AI strategy, they might be the week's darling.  $ORLY closes it out for the day with a state of how heavily consumers are repairing their vehicles rather than buying new.  The sleeper in all this?  $GEV.  I'll be reading that one top to bottom.\n\nPolitically, it seems TACO has settled on 10% as the tariff level for almost everybody, with notable exceptions for the Euro zone (which he'll chicken out on) and our neighbors - one of whom will probably try to mollify him again.  Globally, tensions seem to be cooler (if only by comparison), and money continues to flow from the US to \"not the US\", further hamstringing the dollar.  Powell lines up for testimony on Tuesday, which is always good for a lot of volatility and nothing else.\n\nNormally for data I'd highlight the PMI reports coming later in the week - most notably services, but PMI has been way off for months now, so the market will probably shrug it off.\n\nTapewise, you're starting to see inflows of money into dividend yield stocks - expect that trend to continue as inflation data continues to remain bad and it starts to become dangerous to simply sit on cash for too long.  You'd get getting ahead of the curve a bit if you went that direction.\n\nThe semiconductor sector has been absolutely on FIRE lately, led by the usual suspects.  You'd almost have to expect some profit taking in the coming days on those names.  \n\nAll in all, this week presents an interesting opportunity for the short-term trader, but I suspect you're going to have to be fairly nimble to navigate it successfully.  It might be wise to play with less size on the probability that, in spite of the volatility, the week will end roughly equidistant to where it is today most retail traders aren't going to be able to ride those waves successfully.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0035313211866265792, "ret_signed_m1d": -0.0035313211866265792, "alpha_spy_m1d": -0.005423907676791462, "alpha_c_m1d": -0.008235108795459745, "bench_spy_m1d": -0.0018925864901648826, "bench_c_m1d": -0.004703787608833165, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0110201078413521, "ret_signed_p1d": -0.0110201078413521, "alpha_spy_p1d": -0.010876986678127532, "alpha_c_p1d": -0.000895520755692214, "bench_spy_p1d": 0.0001431211632245688, "bench_c_p1d": 0.010124587085659886, "ret_p1w": -0.008828256515260202, "ret_signed_p1w": 0.008828256515260202, "alpha_spy_p1w": 0.021821935200025733, "alpha_c_p1w": 0.022088747841300327, "bench_spy_p1w": 0.01299367868476553, "bench_c_p1w": 0.013260491326040125, "ret_p1m": 0.0024962931857792636, "ret_signed_p1m": -0.0024962931857792636, "alpha_spy_p1m": 0.015061795455559412, "alpha_c_p1m": 0.02720541983938185, "bench_spy_p1m": 0.017558088641338676, "bench_c_p1m": 0.029701713025161114, "ret_p3m": 0.3052148094195817, "ret_signed_p3m": -0.3052148094195817, "alpha_spy_p3m": -0.25161554221560034, "alpha_c_p3m": -0.26216343406514064, "bench_spy_p3m": 0.05359926720398134, "bench_c_p3m": 0.043051375354441035, "ret_p6m": 0.36138094158655365, "ret_signed_p6m": -0.36138094158655365, "alpha_spy_p6m": -0.25167602472849593, "alpha_c_p6m": -0.24431550223923315, "bench_spy_p6m": 0.10970491685805772, "bench_c_p6m": 0.1170654393473205, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.008828256515260202, "alpha_spy_stated": 0.021821935200025733, "alpha_c_stated": 0.022088747841300327, "price_path": [-0.2367, -0.21, -0.1325, -0.1297, -0.111, -0.141, -0.146, -0.1257, -0.1468, -0.1618, -0.1591, -0.1329, -0.092, -0.0308, 0.017, 0.0584, 0.0436, 0.0654, 0.0414, 0.0467, 0.0187, 0.0382, 0.033, 0.033, 0.1047, 0.0865, 0.0911, 0.0547, 0.0432, 0.048, 0.0108, -0.1333, -0.1015, -0.0606, -0.0073, -0.0063, -0.0286, -0.0097, 0.0019, -0.037, -0.0196, -0.0196, -0.0193, 0.0615, 0.0365, -0.0029, -0.0082, -0.0148, -0.033, -0.0846, -0.0391, -0.04, -0.04, -0.1052, -0.0934, -0.0993, -0.0567, -0.0456, -0.0353, -0.0539, -0.0208, -0.0276, 0.0035, 0.0, 0.011, 0.0124, -0.0706, -0.0378, -0.0088, -0.0222, -0.0288, -0.0616, -0.0787, -0.0585, -0.0602, -0.0261, -0.0189, 0.0035, 0.0321, 0.0376, 0.0332, 0.0216, 0.0063, 0.0203, 0.0025, -0.014, -0.0255, 0.0351, 0.0551, 0.0706, 0.0643, 0.0532, 0.0164, 0.0164, 0.0026, 0.017, 0.0306, 0.068, 0.0545, 0.0563, 0.0588, 0.1227, 0.2053, 0.2483, 0.2835, 0.2964, 0.269, 0.2971, 0.3218, 0.2964, 0.348, 0.2889, 0.3407, 0.3492, 0.3538, 0.3987, 0.3273, 0.3085, 0.3798, 0.3184, 0.3355, 0.3259, 0.2588, 0.327, 0.3067, 0.3247, 0.3052, 0.3374, 0.3621, 0.3474, 0.3363, 0.3668, 0.3203, 0.3773, 0.402, 0.4049, 0.3398, 0.3899, 0.4258, 0.3524, 0.4066, 0.3575, 0.3076, 0.3554, 0.3383, 0.3108, 0.2238, 0.2309, 0.2448, 0.2215, 0.2298, 0.2032, 0.1906, 0.2718, 0.2768, 0.2986, 0.2986, 0.3095, 0.3094, 0.3067, 0.36, 0.3837, 0.3851, 0.3382, 0.3552, 0.3743, 0.3604, 0.3972, 0.447, 0.4913, 0.4224, 0.4715, 0.4649, 0.4878, 0.4782, 0.4777, 0.4777, 0.4466, 0.3993, 0.3834, 0.3691, 0.3691, 0.3336, 0.375, 0.318, 0.3133, 0.3267, 0.3547, 0.3667, 0.3614]}
{"unit_id": "orig:1947295507904340361", "ticker_idx": 2, "ts": "2025-07-21T14:00:02+00:00", "symbol": "dividend yield stocks", "kind": "sector", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "you're starting to see inflows of money into dividend yield stocks - expect that trend to continue", "tweet_type": "prediction", "timeline": "days", "summary": "Long GOOGL into earnings; semi sector profit-taking likely; TSLA brand/sales toxic; dividend yield inflows to continue.", "resolved_tickers": ["VYM"], "resolution_method": "etf", "resolution_reason": "Dividend yield stocks proxied by VYM ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week:\n\nHeadline:  I would bet money the $GOOGL TotD calls are going to be WELL in the money Monday morning.  Manage your risk appropriately\n\nThis week should be a fairly volatile one.  If you're trading it, make a point to stay agile, because a lot of things are coming together at once.\n\nIn spite of July seasonally being a bullish month, we're finally starting to see some real cracks in the price action.  Whether it's sanity at people realizing everything is wildly overpriced or simply them running out of cash to pump into the market, the tea leaves certainly seem to indicate a bumper 2nd half of the month.\n\nTo start with earnings, since that's the lead, there are an enormous amount of notable reports coming this week.  $CLF kicks off the week with life in a steel tariffed world before the bell on Monday.  Normally boring $GM talks about the effects of tariffs on their sales before the bell on Tuesday, $TXN has what should be a layup on Tuesday, but they've never met a bar they couldn't trip over.  \n\nWednesday is where things get spicy.  We already know $TSLA's sales numbers are going to be terrible - the brand is crazy toxic these days, but it seems the worse the numbers are, the more people want to pile into it.  $GOOGL has been stuck in neutral for like 2 years now, but seems to finally be breaking out of its malaise.  Lot of good trendlines here and the smart money seems to be piling in.  If they can (for once) narrate a cohesive AI strategy, they might be the week's darling.  $ORLY closes it out for the day with a state of how heavily consumers are repairing their vehicles rather than buying new.  The sleeper in all this?  $GEV.  I'll be reading that one top to bottom.\n\nPolitically, it seems TACO has settled on 10% as the tariff level for almost everybody, with notable exceptions for the Euro zone (which he'll chicken out on) and our neighbors - one of whom will probably try to mollify him again.  Globally, tensions seem to be cooler (if only by comparison), and money continues to flow from the US to \"not the US\", further hamstringing the dollar.  Powell lines up for testimony on Tuesday, which is always good for a lot of volatility and nothing else.\n\nNormally for data I'd highlight the PMI reports coming later in the week - most notably services, but PMI has been way off for months now, so the market will probably shrug it off.\n\nTapewise, you're starting to see inflows of money into dividend yield stocks - expect that trend to continue as inflation data continues to remain bad and it starts to become dangerous to simply sit on cash for too long.  You'd get getting ahead of the curve a bit if you went that direction.\n\nThe semiconductor sector has been absolutely on FIRE lately, led by the usual suspects.  You'd almost have to expect some profit taking in the coming days on those names.  \n\nAll in all, this week presents an interesting opportunity for the short-term trader, but I suspect you're going to have to be fairly nimble to navigate it successfully.  It might be wise to play with less size on the probability that, in spite of the volatility, the week will end roughly equidistant to where it is today most retail traders aren't going to be able to ride those waves successfully.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0005942965085801166, "ret_signed_m1d": 0.0005942965085801166, "alpha_spy_m1d": 0.002486882998744999, "alpha_c_m1d": 0.002486882998744999, "bench_spy_m1d": -0.0018925864901648826, "bench_c_m1d": -0.0018925864901648826, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006314645766027027, "ret_signed_p1d": 0.006314645766027027, "alpha_spy_p1d": 0.006171524602802458, "alpha_c_p1d": 0.006171524602802458, "bench_spy_p1d": 0.0001431211632245688, "bench_c_p1d": 0.0001431211632245688, "ret_p1w": 0.011217505363332547, "ret_signed_p1w": 0.011217505363332547, "alpha_spy_p1w": -0.0017761733214329833, "alpha_c_p1w": -0.0017761733214329833, "bench_spy_p1w": 0.01299367868476553, "bench_c_p1w": 0.01299367868476553, "ret_p1m": 0.019538002877378835, "ret_signed_p1m": 0.019538002877378835, "alpha_spy_p1m": 0.001979914236040159, "alpha_c_p1m": 0.001979914236040159, "bench_spy_p1m": 0.017558088641338676, "bench_c_p1m": 0.017558088641338676, "ret_p3m": 0.04245519394595787, "ret_signed_p3m": 0.04245519394595787, "alpha_spy_p3m": -0.011144073258023468, "alpha_c_p3m": -0.011144073258023468, "bench_spy_p3m": 0.05359926720398134, "bench_c_p3m": 0.05359926720398134, "ret_p6m": 0.11030048518242253, "ret_signed_p6m": 0.11030048518242253, "alpha_spy_p6m": 0.0005955683243648036, "alpha_c_p6m": 0.0005955683243648036, "bench_spy_p6m": 0.10970491685805772, "bench_c_p6m": 0.10970491685805772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.011217505363332547, "alpha_spy_stated": -0.0017761733214329833, "alpha_c_stated": -0.0017761733214329833, "price_path": [-0.1007, -0.0892, -0.0901, -0.0867, -0.0826, -0.082, -0.0852, -0.0709, -0.0752, -0.0809, -0.0758, -0.0711, -0.0721, -0.0497, -0.0527, -0.0586, -0.0468, -0.041, -0.0391, -0.0399, -0.0572, -0.061, -0.0621, -0.0621, -0.0475, -0.0541, -0.0498, -0.0479, -0.045, -0.0375, -0.0414, -0.0437, -0.0374, -0.0372, -0.0322, -0.0313, -0.027, -0.0367, -0.0314, -0.0401, -0.0386, -0.0386, -0.0371, -0.0296, -0.0222, -0.0269, -0.0181, -0.0155, -0.0097, -0.0004, 0.003, 0.0089, 0.0089, 0.0009, 0.0007, 0.0025, 0.0082, 0.0022, 0.0032, -0.0085, -0.0037, 0.003, 0.0006, 0.0, 0.0063, 0.0152, 0.0109, 0.0148, 0.0112, 0.0124, 0.008, -0.0036, -0.0127, -0.001, -0.0025, -0.0008, -0.0001, 0.0054, 0.0036, 0.015, 0.0221, 0.0207, 0.0177, 0.0178, 0.0195, 0.0222, 0.0192, 0.0338, 0.0273, 0.03, 0.0334, 0.0345, 0.0339, 0.0339, 0.0305, 0.0271, 0.0348, 0.0367, 0.0374, 0.0373, 0.0458, 0.0551, 0.0503, 0.0484, 0.0466, 0.0487, 0.0513, 0.0497, 0.047, 0.0505, 0.0502, 0.045, 0.0521, 0.0501, 0.0534, 0.0543, 0.0531, 0.0579, 0.0557, 0.0541, 0.0556, 0.0487, 0.0274, 0.0429, 0.0502, 0.0531, 0.0425, 0.0471, 0.0555, 0.0536, 0.0506, 0.0531, 0.0584, 0.0643, 0.0602, 0.0568, 0.0526, 0.0506, 0.0442, 0.04, 0.0456, 0.0431, 0.0483, 0.054, 0.0618, 0.0677, 0.0556, 0.0538, 0.0428, 0.0426, 0.0439, 0.0345, 0.047, 0.0554, 0.0695, 0.0791, 0.0791, 0.0869, 0.0761, 0.0727, 0.0842, 0.0845, 0.0852, 0.082, 0.0816, 0.097, 0.1045, 0.0912, 0.0904, 0.0794, 0.0766, 0.0747, 0.0783, 0.0852, 0.0863, 0.0913, 0.0913, 0.0915, 0.0886, 0.0874, 0.0797, 0.0797, 0.089, 0.097, 0.1041, 0.0916, 0.1009, 0.1078, 0.1107, 0.1103]}
{"unit_id": "thread:1948751102842659191", "ticker_idx": 0, "ts": "2025-07-25T14:24:03+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWD 9/19 500c $20", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish CRWD via call options targeting $500 strike by September/August expiry.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "und", "tweet_text": "$CRWD 9/19 500c $20\n\n---\n\nIf this is too expensive, the 8/15 500's for $4.83 are a cheaper option with higher risk.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012587652759903034, "ret_signed_m1d": -0.012587652759903034, "alpha_spy_m1d": -0.008381169390241139, "alpha_c_m1d": -0.008381169390241139, "bench_spy_m1d": -0.004206483369661895, "bench_c_m1d": -0.004206483369661895, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00910407575183747, "ret_signed_p1d": 0.00910407575183747, "alpha_spy_p1d": 0.009355079307141523, "alpha_c_p1d": 0.009355079307141523, "bench_spy_p1d": -0.0002510035553040524, "bench_c_p1d": -0.0002510035553040524, "ret_p1w": -0.045435136680488264, "ret_signed_p1w": -0.045435136680488264, "alpha_spy_p1w": -0.021294546091730315, "alpha_c_p1w": -0.021294546091730315, "bench_spy_p1w": -0.02414059058875795, "bench_c_p1w": -0.02414059058875795, "ret_p1m": -0.10491115029652442, "ret_signed_p1m": -0.10491115029652442, "alpha_spy_p1m": -0.11333996175604433, "alpha_c_p1m": -0.11333996175604433, "bench_spy_p1m": 0.008428811459519903, "bench_c_p1m": 0.008428811459519903, "ret_p3m": 0.0687937489316206, "ret_signed_p3m": 0.0687937489316206, "alpha_spy_p3m": 0.017700516375860564, "alpha_c_p3m": 0.017700516375860564, "bench_spy_p3m": 0.05109323255576004, "bench_c_p3m": 0.05109323255576004, "ret_p6m": -0.030005146482348977, "ret_signed_p6m": -0.030005146482348977, "alpha_spy_p6m": -0.12186993575578264, "alpha_c_p6m": -0.12186993575578264, "bench_spy_p6m": 0.09186478927343367, "bench_c_p6m": 0.09186478927343367, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10491115029652442, "alpha_spy_stated": -0.11333996175604433, "alpha_c_stated": -0.11333996175604433, "price_path": [-0.0789, -0.0835, -0.077, -0.0584, -0.0523, -0.0528, -0.097, -0.084, -0.1226, -0.0822, -0.0592, -0.0683, -0.0771, -0.0612, -0.0504, -0.0549, -0.0709, -0.051, -0.0264, -0.0264, 0.0092, 0.0019, -0.0195, 0.0074, 0.024, 0.0445, -0.0157, -0.0106, 0.001, -0.0075, -0.0006, 0.0194, 0.0295, 0.0271, 0.0245, 0.0515, 0.0368, 0.0368, 0.0179, 0.0511, 0.0373, 0.0559, 0.0797, 0.0671, 0.0885, 0.0516, 0.0602, 0.0987, 0.0987, 0.0802, 0.085, 0.0974, 0.041, 0.0225, 0.0177, 0.0115, 0.0054, 0.0041, 0.0172, 0.0292, 0.0071, -0.0137, -0.0126, 0.0, 0.0091, -0.0052, -0.0102, -0.0285, -0.0454, -0.0279, -0.0559, -0.0347, -0.0917, -0.0928, -0.0887, -0.0686, -0.0765, -0.092, -0.0855, -0.0889, -0.1054, -0.1042, -0.1151, -0.1012, -0.1049, -0.1075, -0.0968, -0.0554, -0.0945, -0.0945, -0.1163, -0.1169, -0.1185, -0.1075, -0.0852, -0.0949, -0.092, -0.0738, -0.068, -0.0495, -0.049, -0.0479, 0.0742, 0.074, 0.0539, 0.0346, 0.018, 0.011, 0.0289, 0.0439, 0.048, 0.0685, 0.0617, 0.0469, 0.0599, 0.0357, 0.0898, 0.0881, 0.055, 0.087, 0.0449, 0.0451, 0.0306, 0.0358, 0.0763, 0.077, 0.0688, 0.1155, 0.1269, 0.132, 0.1689, 0.1658, 0.1512, 0.1605, 0.1795, 0.141, 0.1415, 0.1381, 0.1536, 0.1915, 0.1898, 0.1666, 0.1322, 0.1488, 0.1322, 0.0978, 0.1126, 0.0714, 0.0486, 0.0831, 0.0949, 0.0718, 0.0718, 0.0881, 0.0774, 0.1039, 0.1202, 0.0966, 0.0943, 0.101, 0.107, 0.1103, 0.1063, 0.0788, 0.0418, 0.044, 0.0045, 0.02, 0.0286, 0.0325, 0.0233, 0.0196, 0.0196, 0.0284, 0.0171, 0.0165, 0.0018, 0.0018, -0.0306, -0.0243, -0.0205, 0.0235, -0.0087, 0.0057, -0.002, 0.0002, -0.0154, -0.0276, -0.03, -0.03]}
{"unit_id": "quote:1956365241119281266", "ticker_idx": 0, "ts": "2025-08-15T14:39:55+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My trade is free. No more updates. Other than when I flex on you all just before Thanksgiving to say they're worth $200", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long LLY via 11/21 700c; expects calls to double from $50 to $200 by Thanksgiving.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$50\n\nMy trade is free.  No more updates.  Other than when I flex on you all just before Thanksgiving to say they're worth $200", "reply_text": null, "parent_text": null, "quoted_text": "This one's not for the faint of heart:\n\n$LLY 11/21 700c $25.50", "parent_author": null, "ret_m1d": -0.02609699888230066, "ret_signed_m1d": -0.02609699888230066, "alpha_spy_m1d": -0.028443783241497544, "alpha_c_m1d": -0.028443783241497544, "bench_spy_m1d": 0.002346784359196885, "bench_c_m1d": 0.002346784359196885, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004534908404016491, "ret_signed_p1d": -0.004534908404016491, "alpha_spy_p1d": -0.004317372628995564, "alpha_c_p1d": -0.004317372628995564, "bench_spy_p1d": -0.00021753577502092725, "bench_c_p1d": -0.00021753577502092725, "ret_p1w": 0.014902424993923358, "ret_signed_p1w": 0.014902424993923358, "alpha_spy_p1w": 0.011996208263432395, "alpha_c_p1w": 0.011996208263432395, "bench_spy_p1w": 0.0029062167304909625, "bench_c_p1w": 0.0029062167304909625, "ret_p1m": 0.06696811342510078, "ret_signed_p1m": 0.06696811342510078, "alpha_spy_p1m": 0.03981718061849615, "alpha_c_p1m": 0.03981718061849615, "bench_spy_p1m": 0.027150932806604633, "bench_c_p1m": 0.027150932806604633, "ret_p3m": 0.45142118548902777, "ret_signed_p3m": 0.45142118548902777, "alpha_spy_p3m": 0.3864041045302289, "alpha_c_p3m": 0.3864041045302289, "bench_spy_p3m": 0.06501708095879888, "bench_c_p3m": 0.06501708095879888, "ret_p6m": 0.49195591441741215, "ret_signed_p6m": 0.49195591441741215, "alpha_spy_p6m": 0.40727021295589516, "alpha_c_p6m": 0.40727021295589516, "bench_spy_p6m": 0.084685701461517, "bench_c_p6m": 0.084685701461517, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06696811342510078, "alpha_spy_stated": 0.03981718061849615, "alpha_c_stated": 0.03981718061849615, "price_path": [0.063, 0.0316, 0.0177, 0.0156, 0.0156, 0.0319, 0.0236, 0.0282, 0.0497, 0.0631, 0.0683, 0.0897, 0.0895, 0.0955, 0.1009, 0.1486, 0.1506, 0.1555, 0.1659, 0.1491, 0.1259, 0.1171, 0.1171, 0.0853, 0.0966, 0.1072, 0.1274, 0.1314, 0.1034, 0.1092, 0.1041, 0.1089, 0.1108, 0.1108, 0.0997, 0.1066, 0.1197, 0.125, 0.1284, 0.1374, 0.0982, 0.1238, 0.0836, 0.0981, 0.0845, 0.1048, 0.1368, 0.1461, 0.1564, 0.1499, 0.0856, 0.0815, 0.0531, 0.0848, 0.0942, 0.0899, 0.062, -0.0881, -0.1097, -0.0961, -0.0901, -0.0602, -0.0261, 0.0, -0.0045, 0.0028, 0.006, 0.0122, 0.0149, -0.0084, 0.0496, 0.047, 0.0438, 0.0447, 0.0447, 0.0484, 0.0522, 0.0594, 0.037, 0.0533, 0.0704, 0.0761, 0.0785, 0.0772, 0.067, 0.0905, 0.084, 0.088, 0.0724, 0.0766, 0.0652, 0.0579, 0.0191, 0.0332, 0.0361, 0.0881, 0.1771, 0.1692, 0.1977, 0.2051, 0.2031, 0.2061, 0.2198, 0.1886, 0.1685, 0.1585, 0.1787, 0.1685, 0.1449, 0.1536, 0.1402, 0.1586, 0.1709, 0.1771, 0.1785, 0.1695, 0.1601, 0.2043, 0.2305, 0.2785, 0.2932, 0.3203, 0.3369, 0.3182, 0.3785, 0.4098, 0.4514, 0.4587, 0.4643, 0.4592, 0.4711, 0.499, 0.49, 0.5134, 0.5284, 0.5852, 0.5772, 0.5772, 0.5359, 0.5108, 0.494, 0.4761, 0.4489, 0.4429, 0.4247, 0.4028, 0.4191, 0.4416, 0.4674, 0.517, 0.5057, 0.4878, 0.5094, 0.5302, 0.5374, 0.5305, 0.5381, 0.5381, 0.5392, 0.5406, 0.5421, 0.5348, 0.5348, 0.5429, 0.4874, 0.5196, 0.5825, 0.5498, 0.5189, 0.5438, 0.5384, 0.5328, 0.4752, 0.483, 0.483, 0.4871, 0.5403, 0.553, 0.52, 0.5178, 0.4846, 0.4622, 0.4626, 0.4812, 0.4912, 0.4331, 0.5811, 0.4579, 0.5113, 0.492]}
{"unit_id": "quote:1955297324055531798", "ticker_idx": 0, "ts": "2025-08-12T15:56:24+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I still think it's got legs", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still holds a partial long position in PANW via 9/19 175c; believes it has further upside despite trimming half.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "I took half of my broader position - for you this means $9.20 on this play.  Honestly I was hoping for more by this point, and I still think it's got legs, but I want to limit risk.\n\nSorry to those of you I scammed into making money again.  And not sorry to those of you who had spent the last week thinking you finally got to see me take an L.", "reply_text": null, "parent_text": null, "quoted_text": "$PANW 9/19 175c $8", "parent_author": null, "ret_m1d": -0.041220045491027646, "ret_signed_m1d": -0.041220045491027646, "alpha_spy_m1d": -0.03068617163585985, "alpha_c_m1d": -0.03068617163585985, "bench_spy_m1d": -0.010533873855167797, "bench_c_m1d": -0.010533873855167797, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008323869809989004, "ret_signed_p1d": 0.008323869809989004, "alpha_spy_p1d": 0.004900722353185838, "alpha_c_p1d": 0.004900722353185838, "bench_spy_p1d": 0.003423147456803166, "bench_c_p1d": 0.003423147456803166, "ret_p1w": 0.0351197484404977, "ret_signed_p1w": 0.0351197484404977, "alpha_spy_p1w": 0.03960090915775927, "alpha_c_p1w": 0.03960090915775927, "bench_spy_p1w": -0.0044811607172615675, "bench_c_p1w": -0.0044811607172615675, "ret_p1m": 0.12502855585908823, "ret_signed_p1m": 0.12502855585908823, "alpha_spy_p1m": 0.11021579556982064, "alpha_c_p1m": 0.11021579556982064, "bench_spy_p1m": 0.01481276028926759, "bench_c_p1m": 0.01481276028926759, "ret_p3m": 0.21031927407830908, "ret_signed_p3m": 0.21031927407830908, "alpha_spy_p3m": 0.16342238377724594, "alpha_c_p3m": 0.16342238377724594, "bench_spy_p3m": 0.04689689030106314, "bench_c_p3m": 0.04689689030106314, "ret_p6m": -0.049486847079960095, "ret_signed_p6m": -0.049486847079960095, "alpha_spy_p6m": -0.12329483668428787, "alpha_c_p6m": -0.12329483668428787, "bench_spy_p6m": 0.07380798960432777, "bench_c_p6m": 0.07380798960432777, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12502855585908823, "alpha_spy_stated": 0.11021579556982064, "alpha_c_stated": 0.11021579556982064, "price_path": [0.0998, 0.1002, 0.1078, 0.1088, 0.0334, 0.0612, 0.0647, 0.0647, 0.0688, 0.0707, 0.0594, 0.097, 0.1109, 0.1238, 0.1064, 0.1238, 0.138, 0.1193, 0.1172, 0.1083, 0.127, 0.119, 0.1295, 0.1519, 0.139, 0.139, 0.1359, 0.1592, 0.1499, 0.1648, 0.1536, 0.1435, 0.1667, 0.1265, 0.123, 0.1506, 0.1506, 0.1483, 0.163, 0.1748, 0.095, 0.0684, 0.0873, 0.0961, 0.098, 0.119, 0.1162, 0.1396, 0.1216, 0.1358, 0.1469, 0.1589, 0.1659, 0.1051, 0.0435, -0.0103, -0.0144, -0.0251, -0.036, -0.0143, -0.0416, -0.0475, -0.0412, 0.0, 0.0083, -0.0105, 0.0096, 0.0044, 0.0351, 0.0515, 0.0452, 0.0597, 0.0522, 0.0503, 0.0696, 0.0891, 0.0862, 0.0862, 0.0862, 0.092, 0.0966, 0.1087, 0.1253, 0.1263, 0.125, 0.1307, 0.1191, 0.1475, 0.1479, 0.158, 0.1726, 0.1869, 0.1869, 0.1588, 0.1442, 0.1529, 0.1538, 0.1628, 0.1609, 0.179, 0.1933, 0.1812, 0.212, 0.2032, 0.2417, 0.2267, 0.189, 0.216, 0.1834, 0.1784, 0.1717, 0.1852, 0.2076, 0.2223, 0.2111, 0.2259, 0.2378, 0.2559, 0.2621, 0.2381, 0.2444, 0.2556, 0.2499, 0.223, 0.2154, 0.2051, 0.2103, 0.2345, 0.2444, 0.1975, 0.1674, 0.1702, 0.1568, 0.146, 0.1397, 0.0551, 0.0428, 0.0484, 0.062, 0.0567, 0.0567, 0.084, 0.0703, 0.0826, 0.1039, 0.1156, 0.1336, 0.1137, 0.1117, 0.1001, 0.0853, 0.0929, 0.0597, 0.0666, 0.0458, 0.0597, 0.0655, 0.0803, 0.0725, 0.0674, 0.0674, 0.0744, 0.0653, 0.0653, 0.0502, 0.0502, 0.0226, 0.0383, 0.0596, 0.1055, 0.0878, 0.0777, 0.0769, 0.0881, 0.0885, 0.0703, 0.0699, 0.0699, 0.0494, 0.0346, 0.0392, 0.0273, 0.0503, 0.0462, 0.0475, 0.0046, 0.009, 0.0001, -0.0522, -0.0495]}
{"unit_id": "quote:1940781202178207961", "ticker_idx": 0, "ts": "2025-07-03T14:34:31+00:00", "symbol": "CAVA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think everybody is going to be pleasantly surprised with the results on this one.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long CAVA via 9/19 90c; confident upcoming results will beat expectations.", "resolved_tickers": ["CAVA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Restaurants'", "bench_c_industry": "Restaurants", "unit_kind": "quote", "lang": "en", "tweet_text": "This one's green again. Entry yesterday was sub-optimal, though I suspected that was going to be the case.  Wasn't going to be able to sit around watching for it to dip though (was doing July 4th prep) and my longer thesis on it was as such to where I'd rather spend a day upside down on it than miss the trade entirely.\n\nI think everybody is going to be pleasantly surprised with the results on this one.", "reply_text": null, "parent_text": null, "quoted_text": "$CAVA 9/19 90c $7.65", "parent_author": null, "ret_m1d": -0.04403603451710347, "ret_signed_m1d": -0.04403603451710347, "alpha_spy_m1d": -0.036216181411634074, "alpha_c_m1d": -0.038611351836272956, "bench_spy_m1d": -0.007819853105469399, "bench_c_m1d": -0.005424682680830517, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.05698105058318759, "ret_signed_p1w": 0.05698105058318759, "alpha_spy_p1w": 0.05621368228045931, "alpha_c_p1w": 0.056257731808500466, "bench_spy_p1w": 0.0007673683027282774, "bench_c_p1w": 0.0007233187746871206, "ret_p1m": -0.025658734135959982, "ret_signed_p1m": -0.025658734135959982, "alpha_spy_p1m": -0.019869710022523357, "alpha_c_p1m": -0.002513296486822303, "bench_spy_p1m": -0.005789024113436625, "bench_c_p1m": -0.02314543764913768, "ret_p3m": -0.30177990994809767, "ret_signed_p3m": -0.30177990994809767, "alpha_spy_p3m": -0.3700417301858715, "alpha_c_p3m": -0.3870051908619797, "bench_spy_p3m": 0.06826182023777383, "bench_c_p3m": 0.08522528091388204, "ret_p6m": -0.30478497619429523, "ret_signed_p6m": -0.30478497619429523, "alpha_spy_p6m": -0.41501168450909887, "alpha_c_p6m": -0.4123983815264992, "bench_spy_p6m": 0.11022670831480363, "bench_c_p6m": 0.10761340533220398, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.025658734135959982, "alpha_spy_stated": -0.019869710022523357, "alpha_c_stated": -0.002513296486822303, "price_path": [-0.0834, -0.0932, 0.0628, 0.026, 0.041, 0.0291, 0.0209, -0.0111, -0.006, -0.006, -0.0711, -0.0603, -0.0008, 0.052, 0.0495, 0.0767, 0.0623, 0.0683, 0.0926, 0.1171, 0.1077, 0.0786, 0.0841, 0.1089, 0.0854, 0.1412, 0.1523, 0.1505, 0.1449, 0.1189, 0.0409, 0.0331, -0.0327, -0.025, -0.0357, -0.0357, -0.0483, -0.0533, -0.0536, -0.0607, -0.0609, -0.0631, -0.0518, -0.0947, -0.0866, -0.0959, -0.0948, -0.112, -0.0956, -0.1381, -0.1389, -0.1365, -0.1395, -0.1395, -0.1375, -0.1303, -0.142, -0.1448, -0.1023, -0.0997, -0.0265, -0.0485, -0.044, 0.0, 0.0, -0.0259, 0.0121, 0.0349, 0.057, 0.0639, 0.0386, 0.0194, 0.0284, 0.0029, 0.0095, 0.0105, 0.0394, 0.0598, -0.003, 0.0173, 0.0168, -0.0111, 0.0439, 0.0172, -0.0257, 0.0147, 0.0121, -0.0042, 0.0275, -0.017, -0.0488, -0.0233, -0.1857, -0.2033, -0.1921, -0.1934, -0.2089, -0.2077, -0.2218, -0.2079, -0.2435, -0.2254, -0.2171, -0.2116, -0.2193, -0.2193, -0.2421, -0.2382, -0.2376, -0.2299, -0.2448, -0.2455, -0.2469, -0.2566, -0.2646, -0.2772, -0.2709, -0.2789, -0.2654, -0.2657, -0.2426, -0.2471, -0.267, -0.2764, -0.2764, -0.3209, -0.3018, -0.2872, -0.2691, -0.2657, -0.2626, -0.2877, -0.27, -0.2484, -0.2817, -0.268, -0.2521, -0.2627, -0.2677, -0.2735, -0.2801, -0.2433, -0.2562, -0.2577, -0.2649, -0.2725, -0.2818, -0.3011, -0.3793, -0.379, -0.3919, -0.4025, -0.4178, -0.4615, -0.4378, -0.426, -0.4308, -0.4365, -0.4429, -0.4542, -0.4772, -0.4793, -0.4745, -0.4962, -0.4346, -0.4591, -0.4389, -0.4261, -0.4261, -0.4349, -0.4104, -0.3905, -0.3702, -0.3703, -0.3831, -0.3776, -0.3886, -0.3864, -0.3915, -0.3857, -0.3999, -0.3907, -0.386, -0.3523, -0.3422, -0.3292, -0.314, -0.2866, -0.2866, -0.3048]}
{"unit_id": "thread:1938596610902208643", "ticker_idx": 0, "ts": "2025-06-27T13:53:44+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$INTC 1/16/26 25c $2.68", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Long INTC Jan 2026 $25 calls at $2.39 entry; live position callout with entry price disclosure.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Meant to call this out yesterday, but, you know....retards.\n\n$INTC 1/16/26 25c $2.68.\n\nIf not for having to spend 3 hours talking to my champion and...let's just say another individual entering the fray...you'd already be up 20%.  \n\nBlame drunks.\n\n---\n\nPpl need to be aware that this is going to be one of those trades where my entry isn't the same as yours, so I might view the state of it slightly different.  My entry was actually 2.39 on this particular strike, not 2.68.  Hopefully it doesn't matter, but there have been instances in the past where how I've managed a trade has materially been different due to a disconnect between callout price and my own.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.008373756262033849, "ret_signed_m1d": -0.008373756262033849, "alpha_spy_m1d": -0.0034299872798297937, "alpha_c_m1d": -0.003991882199159247, "bench_spy_m1d": -0.004943768982204055, "bench_c_m1d": -0.004381874062874602, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012781000824220068, "ret_signed_p1d": -0.012781000824220068, "alpha_spy_p1d": -0.017562106313347203, "alpha_c_p1d": -0.014433123366280998, "bench_spy_p1d": 0.004781105489127135, "bench_c_p1d": 0.0016521225420609298, "ret_p1w": -0.008814489124372327, "ret_signed_p1w": -0.008814489124372327, "alpha_spy_p1w": -0.0257764375787638, "alpha_c_p1w": -0.027491302355250435, "bench_spy_p1w": 0.016961948454391473, "bench_c_p1w": 0.01867681323087811, "ret_p1m": -0.08858528786126874, "ret_signed_p1m": -0.08858528786126874, "alpha_spy_p1m": -0.12441169698507903, "alpha_c_p1m": -0.13524142196268985, "bench_spy_p1m": 0.0358264091238103, "bench_c_p1m": 0.04665613410142111, "ret_p3m": 0.3759364732712709, "ret_signed_p3m": 0.3759364732712709, "alpha_spy_p3m": 0.29783917767947155, "alpha_c_p3m": 0.22260705492373867, "bench_spy_p3m": 0.07809729559179934, "bench_c_p3m": 0.15332941834753222, "ret_p6m": 0.6029086855812769, "ret_signed_p6m": 0.6029086855812769, "alpha_spy_p6m": 0.48281327768680216, "alpha_c_p6m": 0.30695566013324616, "bench_spy_p6m": 0.1200954078944747, "bench_c_p6m": 0.2959530254480307, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0282, -0.0313, -0.0115, -0.1252, -0.1375, -0.201, -0.0511, -0.1238, -0.13, -0.1049, -0.1252, -0.1525, -0.1657, -0.1657, -0.1697, -0.1401, -0.0926, -0.0529, -0.1164, -0.0961, -0.1036, -0.1141, -0.1194, -0.0912, -0.1067, -0.1212, -0.1049, -0.0745, -0.056, -0.0225, -0.0057, -0.0516, -0.0502, -0.0454, -0.0577, -0.0626, -0.0881, -0.0943, -0.1164, -0.1164, -0.0943, -0.1022, -0.1075, -0.1384, -0.13, -0.1058, -0.1075, -0.119, -0.1159, -0.0974, -0.0269, -0.0886, -0.0846, -0.1124, -0.0859, -0.0833, -0.0529, -0.0529, -0.071, -0.0661, -0.0062, -0.0216, -0.0084, 0.0, -0.0128, 0.0071, -0.0357, -0.0088, -0.0088, -0.0304, 0.0397, 0.0331, 0.0498, 0.0326, 0.0269, 0.0101, 0.0, 0.0048, 0.0181, 0.0251, 0.0242, 0.0353, -0.0026, -0.0877, -0.0886, -0.1005, -0.1036, -0.1274, -0.149, -0.1406, -0.1102, -0.1005, -0.1287, -0.1208, -0.0899, -0.0388, -0.0207, 0.0516, 0.0824, 0.0428, 0.1155, 0.0375, 0.0357, 0.093, 0.082, 0.0732, 0.0952, 0.0987, 0.0732, 0.0732, 0.067, 0.0577, 0.0846, 0.0793, 0.0789, 0.0771, 0.0917, 0.0846, 0.0613, 0.0917, 0.1137, 0.0974, 0.3473, 0.3037, 0.2675, 0.2931, 0.3759, 0.498, 0.5646, 0.5196, 0.4786, 0.584, 0.6439, 0.6232, 0.6126, 0.6382, 0.6496, 0.6659, 0.6029, 0.6404, 0.5703, 0.6373, 0.6236, 0.6311, 0.6792, 0.68, 0.6271, 0.6818, 0.6871, 0.7426, 0.8303, 0.8219, 0.7699, 0.7625, 0.7409, 0.632, 0.6915, 0.6413, 0.6805, 0.6946, 0.6695, 0.6699, 0.5826, 0.5654, 0.5297, 0.513, 0.5474, 0.4817, 0.5205, 0.5773, 0.5791, 0.6223, 0.6223, 0.7876, 0.7633, 0.9158, 0.9286, 0.7849, 0.825, 0.7761, 0.7849, 0.7973, 0.7413, 0.6664, 0.6532, 0.6443, 0.5888, 0.5989, 0.6227, 0.6029]}
{"unit_id": "quote:1953523946391056406", "ticker_idx": 0, "ts": "2025-08-07T18:29:38+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bought a fuck ton of 175 contracts. I would like to thank the Stock Gods for their generous offering to me on this blessed day", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Bought large position in PANW 9/19 $175 calls; bullish into expiry.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Bought a fuck ton of 175 contracts.  I would like to thank the Stock Gods for their generous offering to me on this blessed day https://t.co/wUMXv1Zhlq", "reply_text": null, "parent_text": null, "quoted_text": "$PANW 9/19 175c $8", "parent_author": null, "ret_m1d": 0.028494902511681852, "ret_signed_m1d": 0.028494902511681852, "alpha_spy_m1d": 0.027656576313515924, "alpha_c_m1d": 0.027656576313515924, "bench_spy_m1d": 0.0008383261981659285, "bench_c_m1d": 0.0008383261981659285, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006186844182988538, "ret_signed_p1d": -0.006186844182988538, "alpha_spy_p1d": -0.013984416882546813, "alpha_c_p1d": -0.013984416882546813, "bench_spy_p1d": 0.007797572699558275, "bench_c_p1d": 0.007797572699558275, "ret_p1w": 0.03242115853872174, "ret_signed_p1w": 0.03242115853872174, "alpha_spy_p1w": 0.012334138507486214, "alpha_c_p1w": 0.012334138507486214, "bench_spy_p1w": 0.020087020031235525, "bench_c_p1w": 0.020087020031235525, "ret_p1m": 0.15681141970999768, "ret_signed_p1m": 0.15681141970999768, "alpha_spy_p1m": 0.1331025890616253, "alpha_c_p1m": 0.1331025890616253, "bench_spy_p1m": 0.02370883064837237, "bench_c_p1m": 0.02370883064837237, "ret_p3m": 0.27614513077625924, "ret_signed_p3m": 0.27614513077625924, "alpha_spy_p3m": 0.20518891319191201, "alpha_c_p3m": 0.20518891319191201, "bench_spy_p3m": 0.07095621758434723, "bench_c_p3m": 0.07095621758434723, "ret_p6m": 0.0527661796259864, "ret_signed_p6m": 0.0527661796259864, "alpha_spy_p6m": -0.04796731442142055, "alpha_c_p6m": -0.04796731442142055, "bench_spy_p6m": 0.10073349404740695, "bench_c_p6m": 0.10073349404740695, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.15681141970999768, "alpha_spy_stated": 0.1331025890616253, "alpha_c_stated": 0.1331025890616253, "price_path": [0.1511, 0.1422, 0.1356, 0.1475, 0.148, 0.1559, 0.1569, 0.0783, 0.1073, 0.1109, 0.1109, 0.1152, 0.1172, 0.1054, 0.1447, 0.1592, 0.1726, 0.1545, 0.1726, 0.1874, 0.1679, 0.1657, 0.1564, 0.1759, 0.1676, 0.1785, 0.202, 0.1885, 0.1885, 0.1852, 0.2095, 0.1998, 0.2153, 0.2037, 0.1932, 0.2174, 0.1754, 0.1717, 0.2006, 0.2006, 0.1982, 0.2135, 0.2258, 0.1426, 0.1148, 0.1346, 0.1437, 0.1457, 0.1676, 0.1647, 0.1891, 0.1703, 0.1851, 0.1967, 0.2092, 0.2165, 0.1531, 0.0888, 0.0327, 0.0284, 0.0173, 0.0059, 0.0285, 0.0, -0.0062, 0.0004, 0.0434, 0.0521, 0.0324, 0.0535, 0.048, 0.0801, 0.0971, 0.0905, 0.1058, 0.0979, 0.096, 0.1161, 0.1363, 0.1334, 0.1334, 0.1334, 0.1394, 0.1443, 0.1568, 0.1742, 0.1752, 0.1739, 0.1798, 0.1677, 0.1974, 0.1977, 0.2083, 0.2236, 0.2385, 0.2384, 0.2091, 0.1939, 0.2029, 0.2039, 0.2133, 0.2113, 0.2302, 0.2451, 0.2325, 0.2646, 0.2554, 0.2956, 0.28, 0.2406, 0.2688, 0.2347, 0.2296, 0.2225, 0.2367, 0.2601, 0.2754, 0.2637, 0.2791, 0.2916, 0.3105, 0.317, 0.2919, 0.2985, 0.3102, 0.3042, 0.2761, 0.2682, 0.2574, 0.2629, 0.2882, 0.2985, 0.2495, 0.2181, 0.221, 0.207, 0.1957, 0.1892, 0.101, 0.088, 0.0939, 0.1081, 0.1026, 0.1026, 0.1311, 0.1168, 0.1296, 0.1519, 0.1641, 0.1829, 0.1621, 0.16, 0.1479, 0.1324, 0.1403, 0.1058, 0.113, 0.0913, 0.1058, 0.1117, 0.1272, 0.1191, 0.1137, 0.1137, 0.1211, 0.1115, 0.1115, 0.0958, 0.0958, 0.067, 0.0834, 0.1057, 0.1535, 0.135, 0.1244, 0.1236, 0.1353, 0.1358, 0.1168, 0.1164, 0.1164, 0.0949, 0.0795, 0.0843, 0.0719, 0.0959, 0.0916, 0.093, 0.0482, 0.0528]}
{"unit_id": "thread:1935877317990941082", "ticker_idx": 0, "ts": "2025-06-20T01:48:14+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "once it crosses under the EMA 50, it's look out below. Which has happened every time this pattern has formed before.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Short BTC: crossing below EMA 50 signals further downside, consistent with historical pattern.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "Rando:  How do you store your bitcoin?\n\nMe:  On drives.  \n\nRando: But what method do you use?\n\nMe:  Why would I care about that?  I have nerds that take care of that shit for me.  This is an economic space\n\nRando:  Do you use the special Swiss vault?\n\nMe:  I use safe deposit boxes, I don't know or care about any special Swiss vault.  This isn't a crypto space, I never run crypto spaces, I don't care about crypto other than I hold it.  Would you care to talk about crypto technicals?  Cause the chart says it's going down.\n\nRando:  But I'm bullish\n\nMe:  OK, be bullish.  The chart says you're wrong\n\nRando:  Wanna bet 5 bitcoins?\n\nMe:  I don't even know you or if you have 5, and I don't trade Bitcoins except for scale.  No, I'm just telling you what the chart says.\n\nRando:  \"Hahaha murdered him\"\n\nWhatever helps you sleep at night, sweetheart.\n\nAs always, the worst thing about crypto is crypto bros (and crypto hos)\n\n---\n\nOh, and for those who aren't retarded, once it crosses under the EMA 50, it's look out below. \n\nWhich has happened every time this pattern has formed before.\n\nBut crypto bros and crypto hos will tell you \"this time it's different\".  They don't know why - it just is. https://t.co/8nDsnFqtXy", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.013306483416919868, "ret_signed_m1d": -0.013306483416919868, "alpha_spy_m1d": -0.010952522569916523, "alpha_c_m1d": null, "bench_spy_m1d": 0.0023539608470033446, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.021955092660267406, "ret_signed_p1d": -0.021955092660267406, "alpha_spy_p1d": -0.012077820329877254, "alpha_c_p1d": null, "bench_spy_p1d": 0.009877272330390152, "bench_c_p1d": null, "ret_p1w": 0.03657770495527357, "ret_signed_p1w": -0.03657770495527357, "alpha_spy_p1w": -0.001863540764666105, "alpha_c_p1w": null, "bench_spy_p1w": 0.034714164190607466, "bench_c_p1w": null, "ret_p1m": 0.1367727421874887, "ret_signed_p1m": -0.1367727421874887, "alpha_spy_p1m": -0.07873627096817382, "alpha_c_p1m": null, "bench_spy_p1m": 0.05803647121931488, "bench_c_p1m": null, "ret_p3m": 0.12737350692461202, "ret_signed_p3m": -0.12737350692461202, "alpha_spy_p3m": -0.018165860689701274, "alpha_c_p3m": null, "bench_spy_p3m": 0.10920764623491075, "bench_c_p3m": null, "ret_p6m": -0.16348742088877422, "ret_signed_p6m": 0.16348742088877422, "alpha_spy_p6m": 0.3121331036384061, "alpha_c_p6m": null, "bench_spy_p6m": 0.14864568274963186, "bench_c_p6m": null, "ret_p1y": -0.4033102410843499, "ret_signed_p1y": 0.4033102410843499, "alpha_spy_p1y": 0.6540703041452696, "alpha_c_p1y": null, "bench_spy_p1y": 0.2507600630609197, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1367727421874887, "alpha_spy_stated": -0.07873627096817382, "alpha_c_stated": null, "price_path": [-0.1533, -0.1588, -0.1562, -0.1835, -0.201, -0.1756, -0.2016, -0.1956, -0.1884, -0.233, -0.2617, -0.2007, -0.2292, -0.1927, -0.1817, -0.1901, -0.1866, -0.1782, -0.1825, -0.1528, -0.0955, -0.093, -0.0907, -0.0831, -0.0806, -0.0874, -0.0881, -0.066, -0.0619, -0.0829, -0.063, -0.0608, -0.0007, -0.0033, -0.0048, 0.0083, 0.0022, 0.0042, 0.0017, 0.0222, 0.0337, 0.0616, 0.081, 0.0385, 0.0593, 0.055, 0.0435, 0.0226, 0.0067, 0.0249, 0.0205, 0.0138, -0.0168, 0.0105, 0.0676, 0.0673, 0.052, 0.0254, 0.0269, 0.0338, 0.0125, 0.0152, 0.0133, 0.0, 0.022, 0.0265, 0.0392, 0.0353, 0.0366, 0.037, 0.0231, 0.0537, 0.0614, 0.0457, 0.0483, 0.0546, 0.0776, 0.1227, 0.1375, 0.1601, 0.14, 0.1493, 0.1547, 0.1422, 0.1368, 0.1615, 0.1495, 0.1458, 0.1387, 0.1415, 0.1414, 0.1406, 0.1205, 0.0969, 0.1139, 0.1048, 0.1134, 0.1373, 0.1295, 0.1493, 0.1632, 0.1939, 0.1457, 0.1364, 0.1253, 0.0922, 0.1061, 0.0882, 0.1313, 0.066, 0.0822, 0.0766, 0.0894, 0.0494, 0.0575, 0.0764, 0.0814, 0.0718, 0.0711, 0.0848, 0.0796, 0.103, 0.1181, 0.1238, 0.1175, 0.131, 0.1274, 0.1338, 0.1198, 0.0914, 0.0843, 0.097, 0.0556, 0.062, 0.1074, 0.104, 0.1485, 0.1682, 0.1835, 0.2076, 0.1756, 0.194, 0.1781, 0.0959, 0.1158, 0.0949, 0.0723, 0.0472, 0.0306, 0.0705, 0.05, 0.0424, 0.0654, 0.0748, 0.1046, 0.0934, 0.0653, 0.0484, 0.0605, 0.0313, -0.0166, 0.0056, -0.0194, 0.0006, 0.026, -0.003, -0.0159, -0.035, -0.0863, -0.1086, -0.1003, -0.1146, -0.1614, -0.1764, -0.1456, -0.1546, -0.1238, -0.1164, -0.1199, -0.1644, -0.1158, -0.0947, -0.1081, -0.1348, -0.1226, -0.1028, -0.1093, -0.1045, -0.1262, -0.1635]}
{"unit_id": "orig:1933201339812553090", "ticker_idx": 0, "ts": "2025-06-12T16:34:51+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sept best represents the apex of my add thesis today. Already have a lot of $BA exposure.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long BA commons and options; adding to existing exposure with Sept 220c as the thesis apex.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "$BA 9/19 220c $9\n\nMe personally, I'm making this a commons trade and grabbed the option for tracking purposes because I've got a weird collection of calls already, but Sept best represents the apex of my add thesis today. Already have a lot of $BA exposure.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0503067484662576, "ret_signed_m1d": 0.0503067484662576, "alpha_spy_m1d": 0.05426524261267007, "alpha_c_m1d": 0.047665347177719974, "bench_spy_m1d": -0.003958494146412472, "bench_c_m1d": 0.002641401288537626, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01683431988113493, "ret_signed_p1d": -0.01683431988113493, "alpha_spy_p1d": -0.00565425548466747, "alpha_c_p1d": -0.008423157370027856, "bench_spy_p1d": -0.01118006439646746, "bench_c_p1d": -0.008411162511107073, "ret_p1w": -0.029791446990030668, "ret_signed_p1w": -0.029791446990030668, "alpha_spy_p1w": -0.01934013489334574, "alpha_c_p1w": -0.018321904694608704, "bench_spy_p1w": -0.010451312096684928, "bench_c_p1w": -0.011469542295421964, "ret_p1m": 0.11332513540069011, "ret_signed_p1m": 0.11332513540069011, "alpha_spy_p1m": 0.07736053965371181, "alpha_c_p1m": 0.06607692473184534, "bench_spy_p1m": 0.0359645957469783, "bench_c_p1m": 0.04724821066884477, "ret_p3m": 0.12647854857649543, "ret_signed_p3m": 0.12647854857649543, "alpha_spy_p3m": 0.04614298917602544, "alpha_c_p3m": 0.07888172711574426, "bench_spy_p3m": 0.08033555940046999, "bench_c_p3m": 0.04759682146075117, "ret_p6m": -0.009128837351418673, "ret_signed_p6m": -0.009128837351418673, "alpha_spy_p6m": -0.15136283995005928, "alpha_c_p6m": -0.09136884282083502, "bench_spy_p6m": 0.1422340025986406, "bench_c_p6m": 0.08224000546941634, "ret_p1y": 0.10085891068347386, "ret_signed_p1y": 0.10085891068347386, "alpha_spy_p1y": -0.16992466624386227, "alpha_c_p1y": -0.11367894406267443, "bench_spy_p1y": 0.2707835769273361, "bench_c_p1y": 0.21453785474614828, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11332513540069011, "alpha_spy_stated": 0.07736053965371181, "alpha_c_stated": 0.06607692473184534, "price_path": [-0.2056, -0.207, -0.1528, -0.1518, -0.1258, -0.1121, -0.1039, -0.1237, -0.1209, -0.1494, -0.1629, -0.1746, -0.1727, -0.2593, -0.3296, -0.3185, -0.3159, -0.2107, -0.2367, -0.2302, -0.2183, -0.2367, -0.232, -0.2054, -0.2054, -0.218, -0.2024, -0.154, -0.1349, -0.1266, -0.1053, -0.1067, -0.1007, -0.1024, -0.0898, -0.0849, -0.0873, -0.0893, -0.0591, -0.0437, -0.0256, -0.0016, 0.0048, 0.0122, 0.0102, 0.0074, 0.0192, -0.0027, -0.0017, -0.0068, -0.0068, -0.0133, -0.011, 0.0217, 0.0175, 0.0379, 0.0475, 0.0404, 0.0259, 0.0346, 0.0675, 0.0588, 0.0503, 0.0, -0.0168, -0.0101, -0.0171, -0.0298, -0.0298, -0.0245, -0.012, -0.0138, -0.0238, -0.0057, 0.053, 0.0284, 0.0296, 0.0406, 0.0597, 0.0597, 0.073, 0.0725, 0.1121, 0.1096, 0.1133, 0.1313, 0.1288, 0.1283, 0.1337, 0.1256, 0.1255, 0.1214, 0.1479, 0.1351, 0.1439, 0.1603, 0.1096, 0.1084, 0.0888, 0.0891, 0.0912, 0.1036, 0.1045, 0.1157, 0.1245, 0.109, 0.1416, 0.1454, 0.1445, 0.1547, 0.1407, 0.1043, 0.1073, 0.1016, 0.1294, 0.1135, 0.1525, 0.1564, 0.1591, 0.1518, 0.1518, 0.1651, 0.1405, 0.1325, 0.1269, 0.1335, 0.1265, 0.1167, 0.0797, 0.0598, 0.0589, 0.0553, 0.0534, 0.0585, 0.0584, 0.0409, 0.0618, 0.0557, 0.048, 0.0859, 0.0654, 0.0593, 0.0562, 0.0671, 0.0616, 0.0784, 0.0887, 0.1059, 0.0601, 0.0343, 0.058, 0.0518, 0.0503, 0.04, 0.0451, 0.0641, 0.0663, 0.063, 0.0688, 0.0864, 0.0945, 0.0961, 0.0482, -0.018, -0.0134, 0.0039, -0.028, -0.0301, -0.0356, -0.0449, -0.0439, -0.0419, -0.0405, -0.045, -0.0453, -0.0586, -0.0693, -0.0886, -0.1196, -0.118, -0.1209, -0.1046, -0.0826, -0.0826, -0.0724, -0.0849, 0.008, -0.0059, -0.0092, -0.0091]}
{"unit_id": "quote:1932440901147648426", "ticker_idx": 0, "ts": "2025-06-10T14:13:08+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "take 20% of those profits and BUY $GOOGL SHARES. Congratulations, you now own $GOOGL forever for FREE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Instructs taking option profits and buying GOOGL shares outright to own forever; bullish long-term stance on GOOGL.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "$12.70\n\nIs 79% good enough for you?  It should be.  Were I a wise investor, I would go down to runners here, calculate my profits on this trade, then take 20% of those profits and BUY $GOOGL SHARES.  Congratulations, you now own $GOOGL forever for FREE.\n\nAlso, I'm unwinding some of my mid range positions here.", "reply_text": null, "parent_text": null, "quoted_text": "$GOOGL 9/19 180c $7.10\n\n(Disclaimer:  I only bought 5 of these as a tracking measure; my $GOOGL position is...much more complex, but the September 180's best represent the crux of my thesis).", "parent_author": null, "ret_m1d": -0.014053884548044016, "ret_signed_m1d": -0.014053884548044016, "alpha_spy_m1d": -0.008416081963366184, "alpha_c_m1d": -0.0015444268522123439, "bench_spy_m1d": -0.005637802584677831, "bench_c_m1d": -0.012509457695831672, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006998967993224525, "ret_signed_p1d": -0.006998967993224525, "alpha_spy_p1d": -0.004146951328463544, "alpha_c_p1d": -0.004707214690941597, "bench_spy_p1d": -0.0028520166647609813, "bench_c_p1d": -0.0022917533022829284, "ret_p1w": -0.014837764165246181, "ret_signed_p1w": -0.014837764165246181, "alpha_spy_p1w": -0.005635068707006696, "alpha_c_p1w": -0.0024237500912211996, "bench_spy_p1w": -0.009202695458239485, "bench_c_p1w": -0.012414014074024982, "ret_p1m": -0.011086383122555166, "ret_signed_p1m": -0.011086383122555166, "alpha_spy_p1m": -0.0489335174451595, "alpha_c_p1m": -0.03591300985730195, "bench_spy_p1m": 0.03784713432260434, "bench_c_p1m": 0.02482662673474678, "ret_p3m": 0.31578936094833243, "ret_signed_p3m": 0.31578936094833243, "alpha_spy_p3m": 0.23939265741731242, "alpha_c_p3m": 0.21792490829832634, "bench_spy_p3m": 0.07639670353102002, "bench_c_p3m": 0.0978644526500061, "ret_p6m": 0.7912421223268604, "ret_signed_p6m": 0.7912421223268604, "alpha_spy_p6m": 0.6507410186687839, "alpha_c_p6m": 0.6853221984929359, "bench_spy_p6m": 0.14050110365807655, "bench_c_p6m": 0.10591992383392457, "ret_p1y": 1.1893021723549846, "ret_signed_p1y": 1.1893021723549846, "alpha_spy_p1y": 0.923714940577985, "alpha_c_p1y": 1.0613732001116716, "bench_spy_p1y": 0.2655872317769996, "bench_c_p1y": 0.127928972243313, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.011086383122555166, "alpha_spy_stated": -0.0489335174451595, "alpha_c_stated": -0.03591300985730195, "price_path": [-0.0898, -0.0745, -0.0812, -0.1015, -0.0835, -0.0896, -0.0829, -0.0623, -0.0462, -0.0769, -0.0927, -0.1369, -0.1352, -0.1216, -0.1218, -0.1571, -0.1858, -0.1793, -0.1908, -0.1124, -0.1454, -0.1212, -0.1104, -0.1259, -0.1425, -0.1547, -0.1547, -0.1742, -0.1529, -0.1312, -0.1093, -0.0943, -0.1018, -0.1043, -0.1119, -0.098, -0.0827, -0.0817, -0.0872, -0.1534, -0.1372, -0.1458, -0.1138, -0.1079, -0.0752, -0.0831, -0.0706, -0.0687, -0.083, -0.0574, -0.0444, -0.0579, -0.0579, -0.0331, -0.0361, -0.0389, -0.0396, -0.0547, -0.0707, -0.0602, -0.0593, -0.0287, -0.0141, 0.0, -0.007, -0.0162, -0.022, -0.0102, -0.0148, -0.0296, -0.0296, -0.067, -0.0751, -0.0662, -0.0443, -0.0283, -0.0004, -0.0133, -0.0155, 0.0002, 0.0052, 0.0052, -0.0101, -0.0237, -0.0111, -0.0055, 0.0089, 0.0166, 0.019, 0.0245, 0.0279, 0.0362, 0.0644, 0.0713, 0.0651, 0.076, 0.0816, 0.0783, 0.096, 0.1004, 0.0745, 0.059, 0.092, 0.09, 0.0979, 0.1003, 0.1278, 0.1254, 0.1385, 0.1308, 0.1363, 0.1417, 0.1394, 0.1286, 0.116, 0.1184, 0.1539, 0.1674, 0.1598, 0.1617, 0.185, 0.1921, 0.1921, 0.1834, 0.2915, 0.3007, 0.3158, 0.3116, 0.3429, 0.3403, 0.3471, 0.3495, 0.4101, 0.4075, 0.3984, 0.4124, 0.4275, 0.4152, 0.4103, 0.385, 0.3774, 0.3816, 0.3677, 0.3624, 0.3724, 0.3769, 0.375, 0.4034, 0.3773, 0.3709, 0.3536, 0.3258, 0.3682, 0.3755, 0.4068, 0.4092, 0.4195, 0.4377, 0.4036, 0.4105, 0.4183, 0.4566, 0.509, 0.4989, 0.5387, 0.5774, 0.5758, 0.59, 0.5554, 0.5933, 0.5958, 0.5626, 0.6258, 0.6325, 0.6068, 0.5611, 0.549, 0.5973, 0.5931, 0.6409, 0.6221, 0.6793, 0.7854, 0.8126, 0.793, 0.793, 0.7943, 0.7647, 0.7698, 0.7912]}
{"unit_id": "quote:1955677217050235299", "ticker_idx": 0, "ts": "2025-08-13T17:05:57+00:00", "symbol": "TTD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I plan on riding this one for a while", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long TTD via 10/17 60c calls, adding to lower cost basis and holding for an extended run.", "resolved_tickers": ["TTD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Advertising Agencies", "unit_kind": "quote", "lang": "en", "tweet_text": "Well, it doesn't get much simpler than that.  $2.30.  I'm taking a small amount here just to lower my cost basis, but I plan on riding this one for a while.\n\n(Full disclosure:  This was not all I bought)", "reply_text": null, "parent_text": null, "quoted_text": "$TTD 10/17 60c $2", "parent_author": null, "ret_m1d": -0.020051511043955528, "ret_signed_m1d": -0.020051511043955528, "alpha_spy_m1d": -0.016640041550273654, "alpha_c_m1d": -0.016640041550273654, "bench_spy_m1d": -0.0034114694936818735, "bench_c_m1d": -0.0034114694936818735, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06622520692416667, "ret_signed_p1d": -0.06622520692416667, "alpha_spy_p1d": -0.0663182678260843, "alpha_c_p1d": -0.0663182678260843, "bench_spy_p1d": 9.306090191762983e-05, "bench_c_p1d": 9.306090191762983e-05, "ret_p1w": -0.03366449246702563, "ret_signed_p1w": -0.03366449246702563, "alpha_spy_p1w": -0.023150996727306028, "alpha_c_p1w": -0.023150996727306028, "bench_spy_p1w": -0.010513495739719603, "bench_c_p1w": -0.010513495739719603, "ret_p1m": -0.1677703978934113, "ret_signed_p1m": -0.1677703978934113, "alpha_spy_p1m": -0.18752565249372188, "alpha_c_p1m": -0.18752565249372188, "bench_spy_p1m": 0.01975525460031058, "bench_c_p1m": 0.01975525460031058, "ret_p3m": -0.2041943002977934, "ret_signed_p3m": -0.2041943002977934, "alpha_spy_p3m": -0.2638002374878886, "alpha_c_p3m": -0.2638002374878886, "bench_spy_p3m": 0.059605937190095215, "bench_c_p3m": 0.059605937190095215, "ret_p6m": -0.517292136193954, "ret_signed_p6m": -0.517292136193954, "alpha_spy_p6m": -0.5740715990368834, "alpha_c_p6m": -0.5740715990368834, "bench_spy_p6m": 0.05677946284292945, "bench_c_p6m": 0.05677946284292945, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1677703978934113, "alpha_spy_stated": -0.18752565249372188, "alpha_c_stated": -0.18752565249372188, "price_path": [0.4038, 0.404, 0.4176, 0.3699, 0.3674, 0.3593, 0.3593, 0.3992, 0.4154, 0.3775, 0.3837, 0.3755, 0.3687, 0.399, 0.3081, 0.3146, 0.3151, 0.3313, 0.3313, 0.2982, 0.2502, 0.2923, 0.2443, 0.2631, 0.2631, 0.2552, 0.2669, 0.3216, 0.284, 0.2513, 0.2754, 0.3243, 0.3519, 0.3536, 0.3688, 0.3688, 0.3532, 0.3618, 0.3913, 0.4137, 0.3867, 0.3876, 0.479, 0.4925, 0.4982, 0.4755, 0.4722, 0.5024, 0.5568, 0.5636, 0.5846, 0.6273, 0.555, 0.5898, 0.5997, 0.5835, 0.6512, 0.6133, 0.6479, 0.6249, -0.0024, -0.0218, -0.0201, 0.0, -0.0662, -0.0412, 0.0109, -0.0337, -0.0337, -0.0379, -0.0213, -0.0366, -0.0394, -0.0315, 0.0184, 0.0055, 0.0055, -0.0033, -0.0109, -0.0449, -0.0421, -0.0429, -0.0361, -0.1512, -0.1678, -0.1694, -0.1623, -0.1741, -0.1654, -0.1919, -0.1819, -0.151, -0.138, -0.1378, -0.1398, -0.1328, -0.0868, -0.0984, -0.0927, -0.064, -0.0517, -0.0224, -0.016, -0.0053, -0.005, -0.0368, -0.0568, -0.0668, -0.06, -0.082, -0.0806, -0.0343, -0.0081, -0.0086, -0.0042, -0.0434, -0.0138, -0.0495, -0.0809, -0.0992, -0.0751, -0.0964, -0.131, -0.1225, -0.1556, -0.209, -0.2042, -0.1869, -0.1944, -0.2114, -0.2287, -0.2603, -0.2555, -0.2607, -0.2945, -0.2706, -0.2815, -0.2809, -0.2805, -0.2805, -0.2723, -0.2719, -0.2651, -0.2897, -0.2761, -0.2632, -0.2761, -0.2752, -0.2785, -0.319, -0.3258, -0.3343, -0.326, -0.3162, -0.314, -0.3146, -0.314, -0.3113, -0.2987, -0.2987, -0.2953, -0.2938, -0.2987, -0.3017, -0.3017, -0.3068, -0.2621, -0.2689, -0.289, -0.3138, -0.314, -0.3212, -0.3168, -0.317, -0.3335, -0.3473, -0.3473, -0.3718, -0.3501, -0.3227, -0.3276, -0.378, -0.4078, -0.4137, -0.4251, -0.4421, -0.4527, -0.5, -0.4983, -0.5173]}
{"unit_id": "thread:1957831834009514411", "ticker_idx": 0, "ts": "2025-08-19T15:47:38+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MRVL 9/5 79c. It's at 3.15", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Opened speculative long MRVL via 9/5 $79 calls at $3.15; explicit gambler's caveat.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Only for those who feel the need for speed.\n\n$MRVL 9/5 79c.  It's at 3.15\n\nConsider this a gambler's proposition in spite of what I just threw into it. Ppl who just do the TotD's for the safety should stay out\nYou'll see my order hit the flow trackers in a few minutes (they lag)\n\n---\n\nhttps://t.co/3SQud8UaHG", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06479816040576969, "ret_signed_m1d": 0.06479816040576969, "alpha_spy_m1d": 0.05934334155433896, "alpha_c_m1d": 0.0442048179561374, "bench_spy_m1d": 0.005454818851430732, "bench_c_m1d": 0.02059334244963229, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011794008464246164, "ret_signed_p1d": -0.011794008464246164, "alpha_spy_p1d": -0.009136924833599513, "alpha_c_p1d": -0.005227473742903221, "bench_spy_p1d": -0.0026570836306466505, "bench_c_p1d": -0.006566534721342943, "ret_p1w": 0.030387222876437248, "ret_signed_p1w": 0.030387222876437248, "alpha_spy_p1w": 0.022025380017357987, "alpha_c_p1w": 0.010172024757960418, "bench_spy_p1w": 0.00836184285907926, "bench_c_p1w": 0.02021519811847683, "ret_p1m": -0.015124088928993862, "ret_signed_p1m": -0.015124088928993862, "alpha_spy_p1m": -0.04539871837410603, "alpha_c_p1m": -0.06456196101517508, "bench_spy_p1m": 0.030274629445112167, "bench_c_p1m": 0.04943787208618122, "ret_p3m": 0.20032250807940644, "ret_signed_p3m": 0.20032250807940644, "alpha_spy_p3m": 0.14720844627794438, "alpha_c_p3m": 0.014294335958378701, "bench_spy_p3m": 0.053114061801462054, "bench_c_p3m": 0.18602817212102774, "ret_p6m": 0.1301848492687303, "ret_signed_p6m": 0.1301848492687303, "alpha_spy_p6m": 0.042473190031167674, "alpha_c_p6m": -0.3002501177470436, "bench_spy_p6m": 0.08771165923756263, "bench_c_p6m": 0.4304349670157739, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.015124088928993862, "alpha_spy_stated": -0.04539871837410603, "alpha_c_stated": -0.06456196101517508, "price_path": [-0.1425, -0.1586, -0.1586, -0.1152, -0.1045, -0.1164, -0.1655, -0.1478, -0.1354, -0.0808, -0.0966, -0.0524, -0.0414, -0.0456, -0.0539, -0.0345, -0.0685, -0.0237, -0.0297, 0.0391, 0.0391, 0.0191, -0.0187, 0.0427, 0.0527, 0.1087, 0.0698, 0.0731, 0.057, 0.0294, 0.0423, 0.0423, -0.008, -0.0025, 0.0018, 0.0171, 0.0089, 0.0061, 0.0047, -0.0169, -0.0008, 0.0358, 0.0137, -0.0011, 0.0167, 0.0273, 0.0297, 0.0533, 0.0592, 0.1342, 0.1152, 0.033, 0.0619, 0.0633, 0.0451, 0.0524, 0.0731, 0.0723, 0.0796, 0.1006, 0.0967, 0.0572, 0.0648, 0.0, -0.0118, -0.0119, 0.0129, 0.0122, 0.0304, 0.0377, 0.0716, -0.1277, -0.1277, -0.1036, -0.1354, -0.1106, -0.1213, -0.0842, -0.0726, -0.069, -0.076, -0.0655, -0.0644, -0.0445, -0.0151, 0.03, 0.0304, 0.048, 0.0354, 0.1113, 0.1629, 0.154, 0.1432, 0.1665, 0.164, 0.1961, 0.1963, 0.2338, 0.2067, 0.2835, 0.2582, 0.1887, 0.2411, 0.1971, 0.2342, 0.225, 0.2211, 0.1919, 0.1699, 0.1253, 0.1492, 0.1681, 0.2317, 0.2282, 0.2517, 0.2298, 0.3015, 0.2548, 0.2162, 0.2899, 0.2958, 0.2624, 0.2945, 0.2403, 0.2403, 0.2152, 0.2003, 0.1587, 0.0924, 0.1291, 0.0647, 0.0754, 0.1634, 0.1584, 0.218, 0.218, 0.2413, 0.2649, 0.2897, 0.3912, 0.3633, 0.3733, 0.2774, 0.2343, 0.2839, 0.2417, 0.1723, 0.1699, 0.1673, 0.1344, 0.1728, 0.1676, 0.1774, 0.2174, 0.2009, 0.2009, 0.1988, 0.1907, 0.2046, 0.1799, 0.1799, 0.2411, 0.2528, 0.225, 0.1752, 0.1587, 0.1563, 0.1517, 0.1539, 0.1284, 0.1168, 0.118, 0.118, 0.1088, 0.147, 0.1546, 0.1148, 0.1362, 0.1523, 0.1619, 0.1302, 0.0966, 0.0929, 0.0496, 0.0244, 0.0311, 0.1155, 0.1442, 0.1395, 0.1302]}
{"unit_id": "thread:1952390575606608377", "ticker_idx": 0, "ts": "2025-08-04T15:26:01+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PANW 9/19 175c $8", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long PANW via 9/19 175 calls at $8, with a lower entry at 169.84 for ~$7.50.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "und", "tweet_text": "$PANW 9/19 175c $8\n\n---\n\nIf you wanna be an absolute sniper, you could look for an entry at 169.84, which would be about 7.50, but I won't be around to watch it happen.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010994180601242798, "ret_signed_m1d": 0.010994180601242798, "alpha_spy_m1d": 0.025966322018475374, "alpha_c_m1d": 0.025966322018475374, "bench_spy_m1d": -0.014972141417232576, "bench_c_m1d": -0.014972141417232576, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01116961205911915, "ret_signed_p1d": -0.01116961205911915, "alpha_spy_p1d": -0.006099743008550096, "alpha_c_p1d": -0.006099743008550096, "bench_spy_p1d": -0.005069869050569054, "bench_c_p1d": -0.005069869050569054, "ret_p1w": -0.016549718310261308, "ret_signed_p1w": -0.016549718310261308, "alpha_spy_p1w": -0.024075480416795858, "alpha_c_p1w": -0.024075480416795858, "bench_spy_p1w": 0.00752576210653455, "bench_c_p1w": 0.00752576210653455, "ret_p1m": 0.1141520717687774, "ret_signed_p1m": 0.1141520717687774, "alpha_spy_p1m": 0.0997343421381931, "alpha_c_p1m": 0.0997343421381931, "bench_spy_p1m": 0.014417729630584297, "bench_c_p1m": 0.014417729630584297, "ret_p3m": 0.2764327735231633, "ret_signed_p3m": 0.2764327735231633, "alpha_spy_p3m": 0.1963516236311833, "alpha_c_p3m": 0.1963516236311833, "bench_spy_p3m": 0.08008114989198001, "bench_c_p3m": 0.08008114989198001, "ret_p6m": 0.07309941520467844, "ret_signed_p6m": 0.07309941520467844, "alpha_spy_p6m": -0.03512664164218027, "alpha_c_p6m": -0.03512664164218027, "bench_spy_p6m": 0.10822605684685871, "bench_c_p6m": 0.10822605684685871, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1141520717687774, "alpha_spy_stated": 0.0997343421381931, "alpha_c_stated": 0.0997343421381931, "price_path": [0.1002, 0.1025, 0.0932, 0.1316, 0.1228, 0.1164, 0.1281, 0.1285, 0.1363, 0.1373, 0.06, 0.0885, 0.0921, 0.0921, 0.0963, 0.0982, 0.0867, 0.1253, 0.1395, 0.1527, 0.1349, 0.1527, 0.1673, 0.1481, 0.1459, 0.1368, 0.156, 0.1478, 0.1585, 0.1816, 0.1683, 0.1683, 0.1651, 0.189, 0.1795, 0.1947, 0.1833, 0.1729, 0.1967, 0.1554, 0.1519, 0.1802, 0.1802, 0.1779, 0.1929, 0.205, 0.1232, 0.0958, 0.1153, 0.1243, 0.1263, 0.1478, 0.1449, 0.1689, 0.1505, 0.165, 0.1764, 0.1887, 0.1959, 0.1336, 0.0704, 0.0152, 0.011, 0.0, -0.0112, 0.0111, -0.017, -0.023, -0.0165, 0.0257, 0.0343, 0.0149, 0.0356, 0.0302, 0.0618, 0.0785, 0.072, 0.087, 0.0792, 0.0774, 0.0971, 0.1171, 0.1142, 0.1142, 0.1142, 0.1201, 0.1249, 0.1372, 0.1543, 0.1553, 0.154, 0.1598, 0.1479, 0.1771, 0.1774, 0.1878, 0.2028, 0.2175, 0.2174, 0.1886, 0.1737, 0.1825, 0.1835, 0.1927, 0.1908, 0.2094, 0.224, 0.2116, 0.2432, 0.2342, 0.2736, 0.2583, 0.2196, 0.2473, 0.2138, 0.2088, 0.2018, 0.2157, 0.2387, 0.2538, 0.2422, 0.2574, 0.2696, 0.2882, 0.2946, 0.2699, 0.2764, 0.288, 0.282, 0.2545, 0.2467, 0.2361, 0.2415, 0.2663, 0.2764, 0.2283, 0.1975, 0.2003, 0.1865, 0.1754, 0.169, 0.0823, 0.0696, 0.0754, 0.0893, 0.0839, 0.0839, 0.1119, 0.0978, 0.1104, 0.1323, 0.1443, 0.1628, 0.1424, 0.1404, 0.1284, 0.1132, 0.121, 0.087, 0.0941, 0.0727, 0.087, 0.0929, 0.1081, 0.1001, 0.0949, 0.0949, 0.102, 0.0927, 0.0927, 0.0772, 0.0772, 0.0489, 0.065, 0.0869, 0.1339, 0.1158, 0.1054, 0.1046, 0.1161, 0.1165, 0.0978, 0.0974, 0.0974, 0.0764, 0.0612, 0.0659, 0.0537, 0.0773, 0.0731]}
{"unit_id": "reply:1944565785697067332", "ticker_idx": 0, "ts": "2025-07-14T01:13:06+00:00", "symbol": "SPHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The margins are incredible!", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish on SPHR citing incredible margins; implicit buy-and-hold endorsement.", "resolved_tickers": ["SPHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@Peasant38532974 The margins are incredible!", "reply_text": null, "parent_text": "@BonkDaCarnivore So you're still a buy and hold on $SPHR?", "quoted_text": null, "parent_author": "Peasant38532974", "ret_m1d": -0.031137208429999008, "ret_signed_m1d": -0.031137208429999008, "alpha_spy_m1d": -0.029232626853754606, "alpha_c_m1d": -0.02142219795388789, "bench_spy_m1d": -0.0019045815762444018, "bench_c_m1d": -0.009715010476111119, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034070359474969614, "ret_signed_p1d": -0.034070359474969614, "alpha_spy_p1d": -0.029797094330772933, "alpha_c_p1d": -0.024168420827573756, "bench_spy_p1d": -0.004273265144196681, "bench_c_p1d": -0.009901938647395858, "ret_p1w": 0.023465724789903275, "ret_signed_p1w": 0.023465724789903275, "alpha_spy_p1w": 0.017127791944111737, "alpha_c_p1w": 0.018234471177032363, "bench_spy_p1w": 0.0063379328457915385, "bench_c_p1w": 0.005231253612870912, "ret_p1m": -0.12545129538753863, "ret_signed_p1m": -0.12545129538753863, "alpha_spy_p1m": -0.15406799561154094, "alpha_c_p1m": -0.15534396752250812, "bench_spy_p1m": 0.02861670022400231, "bench_c_p1m": 0.02989267213496949, "ret_p3m": 0.33461195697586077, "ret_signed_p3m": 0.33461195697586077, "alpha_spy_p3m": 0.25745133118786767, "alpha_c_p3m": 0.25735095205663394, "bench_spy_p3m": 0.0771606257879931, "bench_c_p3m": 0.07726100491922683, "ret_p6m": 1.0846119139400159, "ret_signed_p6m": 1.0846119139400159, "alpha_spy_p6m": 0.9710287884559401, "alpha_c_p6m": 0.9811988157095857, "bench_spy_p6m": 0.11358312548407579, "bench_c_p6m": 0.10341309823043021, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12545129538753863, "alpha_spy_stated": -0.15406799561154094, "alpha_c_stated": -0.15534396752250812, "price_path": [-0.4334, -0.4273, -0.4273, -0.4522, -0.4395, -0.4292, -0.4028, -0.3484, -0.333, -0.3626, -0.3852, -0.3881, -0.3669, -0.3696, -0.3459, -0.3281, -0.2875, -0.2665, -0.1936, -0.1525, -0.1462, -0.153, -0.125, -0.109, -0.1121, -0.1801, -0.1519, -0.1566, -0.1566, -0.1424, -0.1464, -0.1421, -0.1494, -0.1458, -0.144, -0.1652, -0.1577, -0.15, -0.1349, -0.1173, -0.1015, -0.1153, -0.1376, -0.1085, -0.1383, -0.1327, -0.1327, -0.1304, -0.0778, -0.079, -0.1085, -0.058, -0.0417, -0.0569, -0.0591, -0.0413, -0.0201, -0.0201, -0.0271, -0.0273, -0.0458, -0.0296, -0.0311, 0.0, -0.0341, -0.0185, 0.0149, 0.0413, 0.0235, 0.0487, 0.0605, 0.019, -0.0167, -0.0124, -0.0372, -0.0354, -0.0287, -0.0815, -0.058, -0.0648, -0.0411, -0.0654, -0.0909, -0.1268, -0.1255, -0.102, -0.1115, -0.1004, -0.0544, -0.0808, -0.0972, -0.0851, -0.042, 0.0135, -0.014, -0.0298, 0.0266, 0.0223, 0.0223, 0.0377, 0.0916, 0.093, 0.1033, 0.2279, 0.1694, 0.2326, 0.2852, 0.3161, 0.3603, 0.3409, 0.3861, 0.3705, 0.3472, 0.289, 0.2987, 0.3342, 0.3039, 0.3308, 0.4016, 0.4016, 0.4377, 0.4829, 0.4208, 0.4312, 0.3463, 0.3378, 0.3346, 0.3306, 0.3727, 0.4082, 0.3915, 0.3459, 0.3245, 0.4235, 0.4727, 0.4542, 0.47, 0.5171, 0.5352, 0.5359, 0.5336, 0.5208, 0.5451, 0.4968, 0.5672, 0.6568, 0.6487, 0.7392, 0.7356, 0.7626, 0.8071, 0.7541, 0.7401, 0.6952, 0.7401, 0.7554, 0.6891, 0.7148, 0.7586, 0.8454, 0.87, 0.87, 0.9086, 0.8759, 0.847, 0.8382, 0.8673, 0.9023, 0.8976, 0.9653, 0.9531, 1.0115, 1.0259, 1.0275, 0.9743, 0.9465, 1.0142, 1.1038, 1.15, 1.1191, 1.1207, 1.1207, 1.1081, 1.1027, 1.1832, 1.1453, 1.1453, 1.1277, 1.1081, 1.0846]}
{"unit_id": "quote:1948018276896023016", "ticker_idx": 0, "ts": "2025-07-23T13:52:04+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I told you at some point this year it was going to catch the big bid again. Manage your risk appropriately.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long ALAB via Jan 2026 $200 calls; author affirms bullish thesis is playing out and expects continued upside.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "Those $ALAB January 2026 200c's that I'm sure 95% of you thought were dead are well green right now.  I told you at some point this year it was going to catch the big bid again.  Manage your risk appropriately.", "reply_text": null, "parent_text": null, "quoted_text": "@7tbarney7 @Lions_1776 The idea with options is almost never to exercise them.\n\nWhat this is saying is that if $ALAB Is under $100 (which it was at the time of the original posting), and the January 2026 HIGHEST strike is $200 (that's as far outside the money as you could buy), it's saying that, in the", "parent_author": null, "ret_m1d": -0.021509872971350874, "ret_signed_m1d": -0.021509872971350874, "alpha_spy_m1d": -0.013074195774281927, "alpha_c_m1d": -0.017183466275022652, "bench_spy_m1d": -0.008435677197068947, "bench_c_m1d": -0.004326406696328222, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01841309747598463, "ret_signed_p1d": 0.01841309747598463, "alpha_spy_p1d": 0.018081947866628534, "alpha_c_p1d": 0.014261109930772342, "bench_spy_p1d": 0.00033114960935609616, "bench_c_p1d": 0.004151987545212288, "ret_p1w": 0.07859048791790135, "ret_signed_p1w": 0.07859048791790135, "alpha_spy_p1w": 0.0781962529492013, "alpha_c_p1w": 0.044920969592461946, "bench_spy_p1w": 0.0003942349687000579, "bench_c_p1w": 0.03366951832543941, "ret_p1m": 0.4858553213205492, "ret_signed_p1m": 0.4858553213205492, "alpha_spy_p1m": 0.4837424470545231, "alpha_c_p1m": 0.4828896617064118, "bench_spy_p1m": 0.0021128742660261324, "bench_c_p1m": 0.002965659614137417, "ret_p3m": 0.30825236999395234, "ret_signed_p3m": 0.30825236999395234, "alpha_spy_p3m": 0.24683556987748712, "alpha_c_p3m": 0.09678031080978533, "bench_spy_p3m": 0.06141680011646522, "bench_c_p3m": 0.211472059184167, "ret_p6m": 0.460076933770178, "ret_signed_p6m": 0.460076933770178, "alpha_spy_p6m": 0.3623169492988818, "alpha_c_p6m": 0.07267426884207762, "bench_spy_p6m": 0.09775998447129619, "bench_c_p6m": 0.3874026649281004, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4858553213205492, "alpha_spy_stated": 0.4837424470545231, "alpha_c_stated": 0.4828896617064118, "price_path": [-0.4467, -0.4469, -0.4505, -0.4534, -0.4207, -0.4035, -0.3961, -0.4027, -0.405, -0.4004, -0.4041, -0.3281, -0.2655, -0.2412, -0.2284, -0.242, -0.2444, -0.2094, -0.2286, -0.2107, -0.2081, -0.2081, -0.1836, -0.1927, -0.1914, -0.2407, -0.2223, -0.2041, -0.203, -0.2408, -0.2405, -0.2271, -0.2345, -0.2087, -0.2104, -0.249, -0.2024, -0.2224, -0.167, -0.167, -0.221, -0.2806, -0.2697, -0.2498, -0.1801, -0.2382, -0.2432, -0.258, -0.2587, -0.24, -0.24, -0.2499, -0.2275, -0.1642, -0.188, -0.1974, -0.2441, -0.227, -0.2305, -0.1802, -0.1452, 0.0202, -0.0215, 0.0, 0.0184, 0.023, 0.0382, -0.009, 0.0786, 0.1444, 0.0973, 0.1544, 0.1344, 0.4596, 0.4303, 0.5005, 0.5018, 0.607, 0.6207, 0.596, 0.5555, 0.5603, 0.4317, 0.4433, 0.4859, 0.4989, 0.4576, 0.4945, 0.4998, 0.5831, 0.5249, 0.5249, 0.4583, 0.4782, 0.5731, 0.6003, 0.8087, 0.7952, 0.9281, 0.9493, 0.9208, 0.9358, 0.9986, 1.0872, 1.1081, 1.0522, 0.9861, 0.9259, 0.718, 0.6793, 0.6553, 0.6639, 0.6388, 0.6279, 0.7543, 0.6801, 0.8481, 0.7752, 0.836, 0.8868, 0.7259, 0.67, 0.3521, 0.3514, 0.3688, 0.3375, 0.3083, 0.3183, 0.296, 0.3696, 0.3807, 0.4252, 0.4082, 0.4531, 0.4191, 0.5624, 0.6033, 0.5008, 0.5228, 0.3628, 0.3851, 0.4541, 0.4023, 0.3206, 0.2092, 0.2081, 0.1834, 0.1677, 0.1886, 0.1658, 0.1868, 0.2366, 0.2118, 0.2908, 0.2908, 0.3188, 0.3826, 0.1964, 0.2764, 0.2764, 0.3494, 0.4709, 0.3984, 0.3753, 0.4538, 0.2458, 0.2024, 0.2131, 0.1738, 0.221, 0.376, 0.4448, 0.413, 0.4226, 0.4226, 0.3999, 0.4237, 0.4299, 0.3924, 0.3924, 0.5028, 0.3986, 0.3476, 0.3874, 0.3118, 0.361, 0.4443, 0.5112, 0.4407, 0.4601]}
{"unit_id": "reply:1938821222491406450", "ticker_idx": 0, "ts": "2025-06-28T04:46:15+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Anyone who wants to win the AI race only has one path to get there", "tweet_type": "analysis", "timeline": "unspecified", "summary": "NVDA is the only path to win AI; QCOM and AMD can't match even last-gen NVDA performance.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "reply_other", "lang": "en", "tweet_text": "Big problem in your analysis: \n\nYou think people can just snap their fingers and come close to the same performance as the world leader. \n\nThe entire chip sector is 10 years behind $NVDA. Can't just throw money at that. Companies like $QCOM and $AMD have been trying to keep up for years and can't even match the performance of the last gen $NVDA chips.\n\nAnyone who wants to win the AI race only has one path to get there", "reply_text": null, "parent_text": "So $GOOGL $META $AMZN and $MSFT all are working on AI chips to reduce dependency on $NVDA. $AVGO is a primary partner for most of them. These are the megacaps set to outperform.", "quoted_text": null, "parent_author": "MisterEResearch", "ret_m1d": -0.0015192071535518048, "ret_signed_m1d": -0.0015192071535518048, "alpha_spy_m1d": 0.0032391481369765662, "alpha_c_m1d": 0.00013019038166039998, "bench_spy_m1d": -0.004758355290528371, "bench_c_m1d": -0.0016493975352122048, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02968551473840797, "ret_signed_p1d": -0.02968551473840797, "alpha_spy_p1d": -0.02936193502223361, "alpha_c_p1d": -0.01878473797601088, "bench_spy_p1d": -0.0003235797161743603, "bench_c_p1d": -0.01090077676239709, "ret_p1w": 0.001582358358037661, "ret_signed_p1w": 0.001582358358037661, "alpha_spy_p1w": -0.0029980679383134756, "alpha_c_p1w": -0.001573187425586875, "bench_spy_p1w": 0.004580426296351137, "bench_c_p1w": 0.003155545783624536, "ret_p1m": 0.11089293482118734, "ret_signed_p1m": 0.11089293482118734, "alpha_spy_p1m": 0.08271450132957092, "alpha_c_p1m": 0.060620448332997956, "bench_spy_p1m": 0.028178433491616417, "bench_c_p1m": 0.05027248648818938, "ret_p3m": 0.12475476926986961, "ret_signed_p3m": 0.12475476926986961, "alpha_spy_p3m": 0.056737575710221755, "alpha_c_p3m": -0.0264930966725081, "bench_spy_p3m": 0.06801719355964786, "bench_c_p3m": 0.1512478659423777, "ret_p6m": 0.197741507903765, "ret_signed_p6m": 0.197741507903765, "alpha_spy_p6m": 0.07788092612975106, "alpha_c_p6m": -0.10851932017810073, "bench_spy_p6m": 0.11986058177401393, "bench_c_p6m": 0.3062608280818657, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11089293482118734, "alpha_spy_stated": 0.08271450132957092, "alpha_c_stated": 0.060620448332997956, "price_path": [-0.3011, -0.3557, -0.4031, -0.382, -0.3905, -0.2764, -0.3192, -0.2979, -0.2993, -0.2899, -0.3387, -0.3577, -0.3577, -0.3866, -0.3741, -0.3499, -0.3264, -0.2974, -0.3118, -0.31, -0.3106, -0.2936, -0.2753, -0.2796, -0.2814, -0.2591, -0.2572, -0.2617, -0.2215, -0.1777, -0.1434, -0.1467, -0.143, -0.142, -0.1495, -0.1658, -0.1593, -0.1691, -0.1691, -0.1424, -0.1468, -0.1191, -0.1448, -0.1305, -0.1062, -0.1018, -0.114, -0.103, -0.0973, -0.0889, -0.096, -0.0822, -0.1014, -0.0842, -0.0878, -0.0792, -0.0792, -0.0895, -0.0875, -0.0639, -0.0233, -0.0188, -0.0015, 0.0, -0.0297, -0.0047, 0.0085, 0.0085, 0.0016, 0.0127, 0.031, 0.0387, 0.0439, 0.0385, 0.0804, 0.0847, 0.095, 0.0913, 0.0848, 0.0572, 0.081, 0.0997, 0.0982, 0.1187, 0.1109, 0.1347, 0.1258, 0.0996, 0.1393, 0.1283, 0.1356, 0.1442, 0.1564, 0.1524, 0.1593, 0.1494, 0.1521, 0.1422, 0.152, 0.1117, 0.1102, 0.1075, 0.1266, 0.1381, 0.1505, 0.1494, 0.1404, 0.1025, 0.1025, 0.081, 0.0799, 0.0865, 0.0572, 0.0653, 0.0808, 0.1224, 0.1215, 0.1256, 0.1251, 0.107, 0.0779, 0.1156, 0.1183, 0.1622, 0.1294, 0.1202, 0.1248, 0.1279, 0.1511, 0.181, 0.1852, 0.1956, 0.1876, 0.1744, 0.1713, 0.197, 0.2189, 0.1594, 0.192, 0.1396, 0.1383, 0.1508, 0.1598, 0.1561, 0.1467, 0.1411, 0.153, 0.179, 0.2121, 0.2725, 0.3105, 0.2843, 0.2817, 0.3095, 0.2577, 0.2357, 0.1905, 0.191, 0.26, 0.2227, 0.2267, 0.1828, 0.2038, 0.1812, 0.148, 0.1806, 0.1434, 0.1323, 0.1555, 0.1256, 0.141, 0.141, 0.1204, 0.1389, 0.1486, 0.1368, 0.1608, 0.1547, 0.1746, 0.1709, 0.1634, 0.1453, 0.1079, 0.116, 0.125, 0.0821, 0.1023, 0.1457, 0.1628, 0.1977]}
{"unit_id": "quote:1957802043705544769", "ticker_idx": 0, "ts": "2025-08-19T13:49:16+00:00", "symbol": "TGT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face", "tweet_type": "prediction", "timeline": "days", "summary": "Long TGT (103.98→107.15) and long BBY (71.67→74.79) as near-term setups.", "resolved_tickers": ["TGT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Discount Stores'", "bench_c_industry": "Discount Stores", "unit_kind": "quote", "lang": "en", "tweet_text": "\"there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face, and a pretty solid $BBY one.\"\n\n$TGT:  103.98>107.15\n$BBY:  71.67: 74.79\n\nManage your risks appropriately.  Must have gotten lucky again that somehow I picked two of the ONLY tickers that were worth playing yesterday....from a hangar.  With no charts in front of me.\n\nWeird how that keeps happening.", "reply_text": null, "parent_text": null, "quoted_text": "Market analysis for the DAY (the week will come tomorrow, hopefully).\n\nI have to keep this brief because I'm about to hop over the mountains to Denver to watch Dennis Keys aka Llaves either get arrested or have a warrant issued for his arrest later today.  Thankfully I can do a", "parent_author": null, "ret_m1d": -0.003891380506938269, "ret_signed_m1d": -0.003891380506938269, "alpha_spy_m1d": -0.009346199358369, "alpha_c_m1d": 0.006259618807338496, "bench_spy_m1d": 0.005454818851430732, "bench_c_m1d": -0.010150999314276765, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06330671337160709, "ret_signed_p1d": -0.06330671337160709, "alpha_spy_p1d": -0.06064962974096044, "alpha_c_p1d": -0.06898653776172792, "bench_spy_p1d": -0.0026570836306466505, "bench_c_p1d": 0.0056798243901208245, "ret_p1w": -0.08779413218341559, "ret_signed_p1w": -0.08779413218341559, "alpha_spy_p1w": -0.09615597504249485, "alpha_c_p1w": -0.06096642392263907, "bench_spy_p1w": 0.00836184285907926, "bench_c_p1w": -0.026827708260776517, "ret_p1m": -0.15594144356129958, "ret_signed_p1m": -0.15594144356129958, "alpha_spy_p1m": -0.18621607300641174, "alpha_c_p1m": -0.1256090847196344, "bench_spy_p1m": 0.030274629445112167, "bench_c_p1m": -0.030332358841665186, "ret_p3m": -0.1359795378765074, "ret_signed_p3m": -0.1359795378765074, "alpha_spy_p3m": -0.18909359967796946, "alpha_c_p3m": -0.07604194837937395, "bench_spy_p3m": 0.053114061801462054, "bench_c_p3m": -0.05993758949713346, "ret_p6m": 0.1127087923336425, "ret_signed_p6m": 0.1127087923336425, "alpha_spy_p6m": 0.02499713309607987, "alpha_c_p6m": 0.028470893155371657, "bench_spy_p6m": 0.08771165923756263, "bench_c_p6m": 0.08423789917827085, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.08779413218341559, "alpha_spy_stated": -0.09615597504249485, "alpha_c_stated": -0.06096642392263907, "price_path": [-0.1074, -0.1147, -0.1147, -0.0893, -0.0992, -0.1092, -0.1173, -0.1238, -0.1007, -0.118, -0.1219, -0.0862, -0.0859, -0.0538, -0.0788, -0.0677, -0.1045, -0.0857, -0.1078, -0.1069, -0.1069, -0.1029, -0.0936, -0.0842, -0.092, -0.0836, -0.0683, -0.0737, -0.0249, -0.0099, -0.0229, -0.0229, -0.046, -0.0422, -0.0382, -0.0165, -0.0212, -0.0153, -0.0403, -0.0485, -0.0268, -0.0286, -0.045, 0.0004, 0.0087, -0.0064, -0.0042, -0.0007, -0.0218, -0.0316, -0.0564, -0.0632, -0.063, -0.0382, -0.0104, -0.0078, -0.0104, -0.0234, -0.0023, 0.0, -0.0105, -0.0222, -0.0039, 0.0, -0.0633, -0.0788, -0.0581, -0.0781, -0.0878, -0.0702, -0.0812, -0.089, -0.089, -0.1226, -0.1235, -0.1201, -0.1157, -0.1315, -0.1371, -0.1384, -0.1314, -0.1462, -0.1595, -0.1484, -0.1559, -0.1513, -0.1635, -0.1784, -0.1738, -0.1618, -0.1729, -0.1662, -0.1569, -0.1486, -0.1539, -0.1504, -0.155, -0.1557, -0.1527, -0.1422, -0.1543, -0.1882, -0.171, -0.1557, -0.1371, -0.1451, -0.1378, -0.1313, -0.104, -0.1076, -0.1054, -0.1054, -0.072, -0.0783, -0.1067, -0.1181, -0.12, -0.132, -0.146, -0.1274, -0.1539, -0.134, -0.1389, -0.1308, -0.1167, -0.1291, -0.136, -0.1496, -0.1491, -0.1727, -0.1958, -0.1579, -0.1875, -0.1679, -0.1369, -0.1369, -0.1291, -0.1219, -0.1305, -0.1262, -0.1197, -0.114, -0.1056, -0.1002, -0.0906, -0.068, -0.0669, -0.0624, -0.0613, -0.0524, -0.048, -0.058, -0.085, -0.0937, -0.0723, -0.0723, -0.0432, -0.0572, -0.0636, -0.0605, -0.0605, -0.034, -0.0187, 0.0024, -0.0036, 0.0219, 0.0141, 0.0201, 0.044, 0.0555, 0.0681, 0.0695, 0.0695, 0.0509, 0.0191, 0.0236, 0.0389, -0.0009, 0.0005, -0.0222, -0.0116, 0.0137, 0.0527, 0.0697, 0.0969, 0.0654, 0.1105, 0.1103, 0.0882, 0.1127]}
{"unit_id": "quote:1957802043705544769", "ticker_idx": 1, "ts": "2025-08-19T13:49:16+00:00", "symbol": "BBY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a pretty solid $BBY one", "tweet_type": "prediction", "timeline": "days", "summary": "Long TGT (103.98→107.15) and long BBY (71.67→74.79) as near-term setups.", "resolved_tickers": ["BBY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "\"there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face, and a pretty solid $BBY one.\"\n\n$TGT:  103.98>107.15\n$BBY:  71.67: 74.79\n\nManage your risks appropriately.  Must have gotten lucky again that somehow I picked two of the ONLY tickers that were worth playing yesterday....from a hangar.  With no charts in front of me.\n\nWeird how that keeps happening.", "reply_text": null, "parent_text": null, "quoted_text": "Market analysis for the DAY (the week will come tomorrow, hopefully).\n\nI have to keep this brief because I'm about to hop over the mountains to Denver to watch Dennis Keys aka Llaves either get arrested or have a warrant issued for his arrest later today.  Thankfully I can do a", "parent_author": null, "ret_m1d": -0.031039141514103474, "ret_signed_m1d": -0.031039141514103474, "alpha_spy_m1d": -0.036493960365534206, "alpha_c_m1d": -0.031517738807398055, "bench_spy_m1d": 0.005454818851430732, "bench_c_m1d": 0.00047859729329458034, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024696316578689315, "ret_signed_p1d": -0.024696316578689315, "alpha_spy_p1d": -0.022039232948042664, "alpha_c_p1d": -0.014820306528413263, "bench_spy_p1d": -0.0026570836306466505, "bench_c_p1d": -0.009876010050276052, "ret_p1w": -0.005803010047293888, "ret_signed_p1w": -0.005803010047293888, "alpha_spy_p1w": -0.014164852906373149, "alpha_c_p1w": -0.022553047320862385, "bench_spy_p1w": 0.00836184285907926, "bench_c_p1w": 0.016750037273568497, "ret_p1m": 0.005668056325263793, "ret_signed_p1m": 0.005668056325263793, "alpha_spy_p1m": -0.024606573119848374, "alpha_c_p1m": -0.04532171799755069, "bench_spy_p1m": 0.030274629445112167, "bench_c_p1m": 0.050989774322814485, "ret_p3m": 0.035057608504187154, "ret_signed_p3m": 0.035057608504187154, "alpha_spy_p3m": -0.0180564532972749, "alpha_c_p3m": 0.028761196401471123, "bench_spy_p3m": 0.053114061801462054, "bench_c_p3m": 0.006296412102716031, "ret_p6m": -0.07093845616803951, "ret_signed_p6m": -0.07093845616803951, "alpha_spy_p6m": -0.15865011540560214, "alpha_c_p6m": -0.09944824587967993, "bench_spy_p6m": 0.08771165923756263, "bench_c_p6m": 0.02850978971164042, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.005803010047293888, "alpha_spy_stated": -0.014164852906373149, "alpha_c_stated": -0.022553047320862385, "price_path": [-0.0581, -0.0693, -0.0693, -0.0387, -0.048, -0.1172, -0.1178, -0.0913, -0.0704, -0.0727, -0.0621, -0.0281, -0.0317, -0.0029, -0.033, -0.0345, -0.0736, -0.0519, -0.0764, -0.0856, -0.0856, -0.0888, -0.1043, -0.071, -0.0823, -0.0765, -0.0794, -0.0941, -0.0466, -0.0339, -0.027, -0.027, -0.0484, -0.0251, -0.0221, -0.0051, -0.0312, -0.0425, -0.0706, -0.0978, -0.0868, -0.0884, -0.1067, -0.0803, -0.0761, -0.0919, -0.0899, -0.0852, -0.1034, -0.1121, -0.122, -0.1347, -0.1063, -0.0961, -0.09, -0.0884, -0.0692, -0.0744, -0.0521, -0.0185, -0.0318, -0.0333, -0.031, 0.0, -0.0247, -0.0231, 0.0174, 0.003, -0.0058, 0.0182, -0.0194, -0.0062, -0.0062, 0.0049, 0.0107, 0.0398, 0.0279, 0.0471, 0.0394, 0.0339, 0.0588, 0.0239, 0.0061, -0.0008, 0.0057, 0.0079, -0.0126, -0.0113, -0.002, 0.0139, 0.0141, 0.0409, 0.0342, 0.0337, 0.0573, 0.0474, 0.0506, 0.0334, 0.0284, 0.0519, 0.0284, -0.0373, 0.0587, 0.0554, 0.0718, 0.0736, 0.0896, 0.1074, 0.1299, 0.1123, 0.1268, 0.1381, 0.1329, 0.1463, 0.1482, 0.137, 0.1228, 0.1143, 0.085, 0.1056, 0.0754, 0.0803, 0.0683, 0.0618, 0.0623, 0.0413, 0.0351, 0.0204, 0.017, 0.0167, 0.0085, 0.045, 0.0337, 0.0889, 0.107, 0.107, 0.0837, 0.0558, 0.0237, 0.0167, 0.0124, 0.0139, -0.0081, 0.0002, 0.0132, 0.0248, 0.0042, -0.0036, 0.0058, -0.0104, -0.0061, -0.0052, -0.0125, -0.0363, -0.0341, -0.0341, -0.0359, -0.0604, -0.0606, -0.073, -0.073, -0.0419, -0.0298, -0.0004, -0.0467, -0.0054, -0.022, -0.0697, -0.0654, -0.0765, -0.0563, -0.0615, -0.0615, -0.0883, -0.0781, -0.0712, -0.0714, -0.0755, -0.0895, -0.092, -0.0977, -0.0984, -0.0873, -0.0919, -0.0513, -0.0557, -0.0248, -0.0709, -0.0576, -0.0709]}
{"unit_id": "orig:1945846786507120798", "ticker_idx": 0, "ts": "2025-07-17T14:03:20+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Maybe buy some $ORCL shares on a pullback and own $ORCL forever FOR FREE", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Recommends buying ORCL shares on any pullback to own forever after options gain.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "If you listened to The Diner w/ @NHAunleashed and @marybeth5025 and heard the $ORCL 9/19 250c's for $9.15, they're now $19.85.  Go ahead and go to runners with your 117% gain.  Maybe buy some $ORCL shares on a pullback and own $ORCL forever FOR FREE.\n\nHaters in shambles https://t.co/oSVDeRtvJg", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02994977756267847, "ret_signed_m1d": -0.02994977756267847, "alpha_spy_m1d": -0.023867310398504205, "alpha_c_m1d": -0.023867310398504205, "bench_spy_m1d": -0.006082467164174266, "bench_c_m1d": -0.006082467164174266, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01326636019142291, "ret_signed_p1d": -0.01326636019142291, "alpha_spy_p1d": -0.012533947289312453, "alpha_c_p1d": -0.012533947289312453, "bench_spy_p1d": -0.0007324129021104575, "bench_c_p1d": -0.0007324129021104575, "ret_p1w": -0.023798963352310576, "ret_signed_p1w": -0.023798963352310576, "alpha_spy_p1w": -0.03395757832844426, "alpha_c_p1w": -0.03395757832844426, "bench_spy_p1w": 0.010158614976133684, "bench_c_p1w": 0.010158614976133684, "ret_p1m": -0.001889462166365652, "ret_signed_p1m": -0.001889462166365652, "alpha_spy_p1m": -0.026410250177179018, "alpha_c_p1m": -0.026410250177179018, "bench_spy_p1m": 0.024520788010813366, "bench_c_p1m": 0.024520788010813366, "ret_p3m": 0.20409591822754458, "ret_signed_p3m": 0.20409591822754458, "alpha_spy_p3m": 0.1467333750170945, "alpha_c_p3m": 0.1467333750170945, "bench_spy_p3m": 0.05736254321045009, "bench_c_p3m": 0.05736254321045009, "ret_p6m": -0.19843142676187198, "ret_signed_p6m": -0.19843142676187198, "alpha_spy_p6m": -0.3099065718159876, "alpha_c_p6m": -0.3099065718159876, "bench_spy_p6m": 0.1114751450541156, "bench_c_p6m": 0.1114751450541156, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.001889462166365652, "alpha_spy_stated": -0.026410250177179018, "alpha_c_stated": -0.026410250177179018, "price_path": [-0.5073, -0.4896, -0.4729, -0.4484, -0.4444, -0.4378, -0.4352, -0.4355, -0.4164, -0.3953, -0.4011, -0.4075, -0.4008, -0.3971, -0.3969, -0.3693, -0.349, -0.3463, -0.3606, -0.3562, -0.3596, -0.3569, -0.3695, -0.3689, -0.3743, -0.3743, -0.3505, -0.3427, -0.3465, -0.336, -0.3318, -0.3215, -0.3257, -0.3135, -0.3019, -0.2893, -0.288, -0.2924, -0.1982, -0.1366, -0.1532, -0.1649, -0.1541, -0.1541, -0.1769, -0.1694, -0.1364, -0.1547, -0.1463, -0.1566, -0.1229, -0.1216, -0.0774, -0.048, -0.048, -0.0683, -0.0593, -0.054, -0.0553, -0.0731, -0.0783, -0.0554, -0.0299, 0.0, -0.0133, -0.0209, -0.0428, -0.0275, -0.0238, -0.0146, -0.0042, 0.0049, 0.0074, 0.0202, -0.0174, 0.0152, 0.0278, 0.0309, 0.0026, 0.0052, 0.0158, 0.0205, -0.0184, -0.0152, -0.0019, 0.0013, -0.0568, -0.055, -0.0627, -0.0498, -0.0536, -0.0585, -0.052, -0.0339, -0.0909, -0.0909, -0.0943, -0.1017, -0.1035, -0.0641, -0.0413, -0.0291, 0.3199, 0.2376, 0.1746, 0.2146, 0.2328, 0.2117, 0.1924, 0.2408, 0.3192, 0.2616, 0.24, 0.1712, 0.1395, 0.1367, 0.1306, 0.1618, 0.1609, 0.1503, 0.1722, 0.1427, 0.1603, 0.1959, 0.1798, 0.2404, 0.2041, 0.2227, 0.2605, 0.1731, 0.1162, 0.1081, 0.098, 0.1279, 0.141, 0.1332, 0.1309, 0.1087, 0.0345, 0.0576, 0.0384, -0.0006, 0.008, -0.0182, -0.0365, -0.0302, -0.049, -0.0859, -0.1238, -0.1026, -0.1146, -0.1121, -0.0918, -0.1515, -0.1996, -0.1935, -0.2065, -0.1746, -0.1746, -0.1867, -0.1908, -0.1902, -0.1635, -0.1369, -0.1238, -0.1119, -0.1079, -0.1019, -0.1992, -0.235, -0.2553, -0.2403, -0.2813, -0.275, -0.2269, -0.2011, -0.2134, -0.2047, -0.2047, -0.2027, -0.2132, -0.2058, -0.2151, -0.2151, -0.2119, -0.2244, -0.2198, -0.2234, -0.2363, -0.1984]}
{"unit_id": "thread:1953883466279395596", "ticker_idx": 0, "ts": "2025-08-08T18:18:14+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNOW 9/19 210c $8.15", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Opened long SNOW via 9/19 210 calls at ~$8.20.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$SNOW 9/19 210c $8.15\n\n(I'm doing something different for the majority of my position, but it's very expensive; this is the budget option)\n\n---\n\nFor accounting, my small position I opened here to keep an eye on this particular con filled at $8.20, not $8.15.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07651383975302606, "ret_signed_m1d": 0.07651383975302606, "alpha_spy_m1d": 0.08425108075339005, "alpha_c_m1d": 0.08425108075339005, "bench_spy_m1d": -0.007737241000363992, "bench_c_m1d": -0.007737241000363992, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003651349594677722, "ret_signed_p1d": 0.0003651349594677722, "alpha_spy_p1d": 0.0023426746068627713, "alpha_c_p1d": 0.0023426746068627713, "bench_spy_p1d": -0.001977539647394999, "bench_c_p1d": -0.001977539647394999, "ret_p1w": 0.03833519150524811, "ret_signed_p1w": 0.03833519150524811, "alpha_spy_p1w": 0.02851067097964055, "alpha_c_p1w": 0.02851067097964055, "bench_spy_p1w": 0.00982452052560756, "bench_c_p1w": 0.00982452052560756, "ret_p1m": 0.18145313367847127, "ret_signed_p1m": 0.18145313367847127, "alpha_spy_p1m": 0.16316936876601984, "alpha_c_p1m": 0.16316936876601984, "bench_spy_p1m": 0.018283764912451428, "bench_c_p1m": 0.018283764912451428, "ret_p3m": 0.38105676965228685, "ret_signed_p3m": 0.38105676965228685, "alpha_spy_p3m": 0.314704233385962, "alpha_c_p3m": 0.314704233385962, "bench_spy_p3m": 0.06635253626632487, "bench_c_p3m": 0.06635253626632487, "ret_p6m": -0.005476467298575094, "ret_signed_p6m": -0.005476467298575094, "alpha_spy_p6m": -0.1031231265307514, "alpha_c_p6m": -0.1031231265307514, "bench_spy_p6m": 0.0976466592321763, "bench_c_p6m": 0.0976466592321763, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.18145313367847127, "alpha_spy_stated": 0.16316936876601984, "alpha_c_stated": 0.16316936876601984, "price_path": [-0.0559, -0.0536, -0.0457, -0.0451, -0.0505, -0.0462, -0.0658, 0.0597, 0.0434, 0.0434, 0.0763, 0.0661, 0.0552, 0.0727, 0.0962, 0.0909, 0.0932, 0.0958, 0.0997, 0.0997, 0.0861, 0.088, 0.102, 0.0858, 0.0907, 0.0924, 0.1061, 0.1061, 0.1057, 0.1146, 0.1638, 0.1554, 0.1575, 0.1611, 0.1671, 0.1264, 0.1336, 0.1552, 0.1552, 0.1776, 0.1657, 0.1574, 0.1183, 0.0997, 0.1136, 0.1098, 0.1054, 0.1035, 0.1312, 0.1248, 0.107, 0.1086, 0.1215, 0.1449, 0.1405, 0.141, 0.1489, 0.1657, 0.0693, 0.0874, 0.0732, 0.0981, 0.0765, 0.0, 0.0004, 0.0069, 0.0268, 0.0165, 0.0383, 0.034, 0.0047, 0.016, 0.0154, 0.0265, 0.0154, 0.0137, 0.0452, 0.257, 0.2448, 0.2448, 0.2184, 0.1961, 0.1574, 0.1766, 0.1815, 0.1764, 0.178, 0.1711, 0.1534, 0.1776, 0.1263, 0.1368, 0.1585, 0.2021, 0.1972, 0.1659, 0.1609, 0.1558, 0.1716, 0.1748, 0.1764, 0.2025, 0.2546, 0.2262, 0.2649, 0.2247, 0.305, 0.3074, 0.2631, 0.2897, 0.2561, 0.2562, 0.2521, 0.2556, 0.2813, 0.291, 0.2605, 0.3195, 0.3453, 0.3872, 0.3928, 0.4067, 0.4144, 0.4337, 0.4455, 0.3843, 0.3811, 0.3807, 0.371, 0.4005, 0.4148, 0.4073, 0.34, 0.3405, 0.3185, 0.3274, 0.3195, 0.2761, 0.2206, 0.2621, 0.3056, 0.2969, 0.2969, 0.3104, 0.3143, 0.3544, 0.3822, 0.2245, 0.1933, 0.1751, 0.161, 0.1295, 0.1501, 0.1367, 0.1228, 0.1506, 0.1281, 0.1543, 0.1603, 0.1831, 0.174, 0.1575, 0.1575, 0.1677, 0.1626, 0.1581, 0.1441, 0.1441, 0.1303, 0.1702, 0.2232, 0.2179, 0.1672, 0.1427, 0.1489, 0.0921, 0.0753, 0.0835, 0.0973, 0.0973, 0.0755, 0.077, 0.1012, 0.0937, 0.1019, 0.1096, 0.1266, 0.0398, 0.0051, -0.0055]}
{"unit_id": "orig:1957430532268335599", "ticker_idx": 0, "ts": "2025-08-18T13:13:00+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "you're gonna miss the last chance to get it under $200 a share", "tweet_type": "prediction", "timeline": "days", "summary": "PANW long under $200 if acquisition story lands; TGT and BBY both flagged as long setups today.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the DAY (the week will come tomorrow, hopefully).\n\nI have to keep this brief because I'm about to hop over the mountains to Denver to watch Dennis Keys aka Llaves either get arrested or have a warrant issued for his arrest later today.  Thankfully I can do a daily analysis SUPER briefly:\n\nToday is the first day of the Jackson Hole summit.  Expect a bull trap today and play accordingly.  On the earnings front, the only thing that's really notable is $PANW.  If Nikesh can finally craft the proper story for why the $CYBR acquisition is a great thing for Palo and how much revenue it's going to generate, you're gonna miss the last chance to get it under $200 a share.  If he doesn't, you can be a value buyer at $140.\n\nIn general, I would suggest most people just not even play the markets today because of the high potential for chaos (esp. w/ Zelenskyy in country).\n\nBut if you must, there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face, and a pretty solid $BBY one.  I can't give you a play because I'll be in a courthouse gallery, though.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.005222218189859129, "ret_signed_m1d": 0.005222218189859129, "alpha_spy_m1d": 0.005004635082728415, "alpha_c_m1d": 0.005004635082728415, "bench_spy_m1d": 0.00021758310713071438, "bench_c_m1d": 0.00021758310713071438, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030595444432482077, "ret_signed_p1d": 0.030595444432482077, "alpha_spy_p1d": 0.03602066966305173, "alpha_c_p1d": 0.03602066966305173, "bench_spy_p1d": -0.0054252252305696524, "bench_c_p1d": -0.0054252252305696524, "ret_p1w": 0.047567718510027834, "ret_signed_p1w": 0.047567718510027834, "alpha_spy_p1w": 0.0488580992412353, "alpha_c_p1w": 0.0488580992412353, "bench_spy_p1w": -0.0012903807312074633, "bench_c_p1w": -0.0012903807312074633, "ret_p1m": 0.14287335204946494, "ret_signed_p1m": 0.14287335204946494, "alpha_spy_p1m": 0.11691350579671211, "alpha_c_p1m": 0.11691350579671211, "bench_spy_p1m": 0.025959846252752827, "bench_c_p1m": 0.025959846252752827, "ret_p3m": 0.16234322756868336, "ret_signed_p3m": 0.16234322756868336, "alpha_spy_p3m": 0.11477117852043728, "alpha_c_p3m": 0.11477117852043728, "bench_spy_p3m": 0.04757204904824608, "bench_c_p3m": 0.04757204904824608, "ret_p6m": -0.06050975633141875, "ret_signed_p6m": -0.06050975633141875, "alpha_spy_p6m": -0.14257035447063338, "alpha_c_p6m": -0.14257035447063338, "bench_spy_p6m": 0.08206059813921462, "bench_c_p6m": 0.08206059813921462, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.047567718510027834, "alpha_spy_stated": 0.0488580992412353, "alpha_c_stated": 0.0488580992412353, "price_path": [0.0289, 0.0566, 0.0601, 0.0601, 0.0641, 0.066, 0.0548, 0.0922, 0.1061, 0.1189, 0.1016, 0.1189, 0.133, 0.1144, 0.1123, 0.1034, 0.122, 0.1141, 0.1245, 0.1469, 0.134, 0.134, 0.131, 0.1541, 0.1449, 0.1597, 0.1485, 0.1385, 0.1616, 0.1215, 0.1181, 0.1456, 0.1456, 0.1433, 0.1579, 0.1697, 0.0903, 0.0637, 0.0826, 0.0913, 0.0932, 0.1142, 0.1113, 0.1346, 0.1167, 0.1308, 0.1419, 0.1538, 0.1608, 0.1003, 0.0389, -0.0146, -0.0187, -0.0293, -0.0402, -0.0186, -0.0458, -0.0517, -0.0454, -0.0044, 0.0039, -0.0149, 0.0052, 0.0, 0.0306, 0.0469, 0.0406, 0.0551, 0.0476, 0.0458, 0.0649, 0.0843, 0.0815, 0.0815, 0.0815, 0.0872, 0.0918, 0.1038, 0.1204, 0.1214, 0.1201, 0.1258, 0.1142, 0.1425, 0.1429, 0.153, 0.1675, 0.1818, 0.1817, 0.1537, 0.1392, 0.1478, 0.1487, 0.1577, 0.1558, 0.1739, 0.1881, 0.1761, 0.2067, 0.1979, 0.2362, 0.2214, 0.1838, 0.2106, 0.1782, 0.1733, 0.1665, 0.1801, 0.2024, 0.217, 0.2058, 0.2205, 0.2324, 0.2504, 0.2566, 0.2327, 0.239, 0.2502, 0.2444, 0.2177, 0.2101, 0.1998, 0.205, 0.2292, 0.239, 0.1923, 0.1623, 0.1651, 0.1517, 0.1409, 0.1347, 0.0505, 0.0382, 0.0438, 0.0573, 0.0521, 0.0521, 0.0792, 0.0656, 0.0778, 0.0991, 0.1107, 0.1287, 0.1089, 0.1069, 0.0953, 0.0805, 0.0881, 0.0551, 0.062, 0.0413, 0.0551, 0.0608, 0.0756, 0.0678, 0.0627, 0.0627, 0.0697, 0.0606, 0.0606, 0.0456, 0.0456, 0.0182, 0.0338, 0.055, 0.1006, 0.083, 0.0729, 0.0721, 0.0833, 0.0838, 0.0656, 0.0652, 0.0652, 0.0448, 0.0301, 0.0346, 0.0228, 0.0457, 0.0416, 0.043, 0.0002, 0.0045, -0.0043, -0.0564, -0.0536, -0.1215, -0.0956, -0.0577, -0.0605]}
{"unit_id": "orig:1957430532268335599", "ticker_idx": 1, "ts": "2025-08-18T13:13:00+00:00", "symbol": "TGT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face", "tweet_type": "prediction", "timeline": "days", "summary": "PANW long under $200 if acquisition story lands; TGT and BBY both flagged as long setups today.", "resolved_tickers": ["TGT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Discount Stores'", "bench_c_industry": "Discount Stores", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the DAY (the week will come tomorrow, hopefully).\n\nI have to keep this brief because I'm about to hop over the mountains to Denver to watch Dennis Keys aka Llaves either get arrested or have a warrant issued for his arrest later today.  Thankfully I can do a daily analysis SUPER briefly:\n\nToday is the first day of the Jackson Hole summit.  Expect a bull trap today and play accordingly.  On the earnings front, the only thing that's really notable is $PANW.  If Nikesh can finally craft the proper story for why the $CYBR acquisition is a great thing for Palo and how much revenue it's going to generate, you're gonna miss the last chance to get it under $200 a share.  If he doesn't, you can be a value buyer at $140.\n\nIn general, I would suggest most people just not even play the markets today because of the high potential for chaos (esp. w/ Zelenskyy in country).\n\nBut if you must, there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face, and a pretty solid $BBY one.  I can't give you a play because I'll be in a courthouse gallery, though.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01838977701013278, "ret_signed_m1d": -0.01838977701013278, "alpha_spy_m1d": -0.018607360117263494, "alpha_c_m1d": -0.01973269756287299, "bench_spy_m1d": 0.00021758310713071438, "bench_c_m1d": 0.0013429205527402122, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.003906582505950551, "ret_signed_p1d": 0.003906582505950551, "alpha_spy_p1d": 0.009331807736520203, "alpha_c_p1d": -0.0063485163093683905, "bench_spy_p1d": -0.0054252252305696524, "bench_c_p1d": 0.010255098815318942, "ret_p1w": -0.07451165842098828, "ret_signed_p1w": -0.07451165842098828, "alpha_spy_p1w": -0.07322127768978082, "alpha_c_p1w": -0.06413430306943657, "bench_spy_p1w": -0.0012903807312074633, "bench_c_p1w": -0.01037735535155171, "ret_p1m": -0.14511665927295414, "ret_signed_p1m": -0.14511665927295414, "alpha_spy_p1m": -0.17107650552570697, "alpha_c_p1m": -0.11886839009182104, "bench_spy_p1m": 0.025959846252752827, "bench_c_p1m": -0.0262482691811331, "ret_p3m": -0.12565723349044033, "ret_signed_p3m": -0.12565723349044033, "alpha_spy_p3m": -0.1732292825386864, "alpha_c_p3m": -0.07609760894919948, "bench_spy_p3m": 0.04757204904824608, "bench_c_p3m": -0.049559624541240854, "ret_p6m": 0.09249429332997061, "ret_signed_p6m": 0.09249429332997061, "alpha_spy_p6m": 0.010433695190755987, "alpha_c_p6m": 0.012626075608762166, "bench_spy_p6m": 0.08206059813921462, "bench_c_p6m": 0.07986821772120845, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.07451165842098828, "alpha_spy_stated": -0.07322127768978082, "alpha_c_stated": -0.06413430306943657, "price_path": [-0.1233, -0.104, -0.1112, -0.1112, -0.0858, -0.0957, -0.1057, -0.1139, -0.1204, -0.0972, -0.1145, -0.1185, -0.0826, -0.0824, -0.0501, -0.0752, -0.0641, -0.101, -0.0822, -0.1043, -0.1034, -0.1034, -0.0994, -0.0901, -0.0807, -0.0885, -0.08, -0.0646, -0.0701, -0.0211, -0.006, -0.0191, -0.0191, -0.0423, -0.0384, -0.0345, -0.0127, -0.0174, -0.0115, -0.0366, -0.0448, -0.023, -0.0248, -0.0413, 0.0043, 0.0126, -0.0025, -0.0004, 0.0032, -0.018, -0.0278, -0.0527, -0.0596, -0.0594, -0.0345, -0.0066, -0.0039, -0.0065, -0.0196, 0.0016, 0.0039, -0.0067, -0.0184, 0.0, 0.0039, -0.0596, -0.0752, -0.0544, -0.0745, -0.0842, -0.0666, -0.0776, -0.0855, -0.0855, -0.1192, -0.1201, -0.1166, -0.1122, -0.1282, -0.1338, -0.135, -0.128, -0.1428, -0.1562, -0.1451, -0.1526, -0.148, -0.1603, -0.1752, -0.1706, -0.1586, -0.1697, -0.1629, -0.1536, -0.1453, -0.1506, -0.1471, -0.1517, -0.1524, -0.1494, -0.1388, -0.151, -0.185, -0.1678, -0.1524, -0.1338, -0.1418, -0.1344, -0.1279, -0.1005, -0.1041, -0.102, -0.1019, -0.0684, -0.0747, -0.1032, -0.1146, -0.1165, -0.1286, -0.1426, -0.124, -0.1505, -0.1306, -0.1355, -0.1274, -0.1132, -0.1257, -0.1326, -0.1463, -0.1458, -0.1695, -0.1926, -0.1546, -0.1843, -0.1646, -0.1336, -0.1336, -0.1257, -0.1185, -0.1271, -0.1228, -0.1163, -0.1105, -0.1021, -0.0967, -0.0871, -0.0644, -0.0632, -0.0587, -0.0576, -0.0487, -0.0443, -0.0544, -0.0815, -0.0902, -0.0686, -0.0686, -0.0395, -0.0535, -0.06, -0.0569, -0.0569, -0.0302, -0.0149, 0.0063, 0.0003, 0.0259, 0.0181, 0.0241, 0.0481, 0.0596, 0.0722, 0.0737, 0.0737, 0.055, 0.0231, 0.0276, 0.043, 0.0031, 0.0044, -0.0184, -0.0078, 0.0176, 0.0568, 0.0739, 0.1012, 0.0695, 0.1149, 0.1146, 0.0925]}
{"unit_id": "orig:1957430532268335599", "ticker_idx": 2, "ts": "2025-08-18T13:13:00+00:00", "symbol": "BBY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a pretty solid $BBY one", "tweet_type": "prediction", "timeline": "days", "summary": "PANW long under $200 if acquisition story lands; TGT and BBY both flagged as long setups today.", "resolved_tickers": ["BBY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the DAY (the week will come tomorrow, hopefully).\n\nI have to keep this brief because I'm about to hop over the mountains to Denver to watch Dennis Keys aka Llaves either get arrested or have a warrant issued for his arrest later today.  Thankfully I can do a daily analysis SUPER briefly:\n\nToday is the first day of the Jackson Hole summit.  Expect a bull trap today and play accordingly.  On the earnings front, the only thing that's really notable is $PANW.  If Nikesh can finally craft the proper story for why the $CYBR acquisition is a great thing for Palo and how much revenue it's going to generate, you're gonna miss the last chance to get it under $200 a share.  If he doesn't, you can be a value buyer at $140.\n\nIn general, I would suggest most people just not even play the markets today because of the high potential for chaos (esp. w/ Zelenskyy in country).\n\nBut if you must, there's an absolutely AMAZING $TGT long setup that's staring everybody right in the face, and a pretty solid $BBY one.  I can't give you a play because I'll be in a courthouse gallery, though.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002367594085985747, "ret_signed_m1d": -0.002367594085985747, "alpha_spy_m1d": -0.0025851771931164613, "alpha_c_m1d": 0.001633134945240311, "bench_spy_m1d": 0.00021758310713071438, "bench_c_m1d": -0.004000729031226058, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03203343173490558, "ret_signed_p1d": 0.03203343173490558, "alpha_spy_p1d": 0.037458656965475234, "alpha_c_p1d": 0.03251180008240384, "bench_spy_p1d": -0.0054252252305696524, "bench_c_p1d": -0.0004783683474982592, "ret_p1w": 0.0350975202980921, "ret_signed_p1w": 0.0350975202980921, "alpha_spy_p1w": 0.03638790102929956, "alpha_c_p1w": 0.023486810426292637, "bench_spy_p1w": -0.0012903807312074633, "bench_c_p1w": 0.011610709871799463, "ret_p1m": 0.031197771217672976, "ret_signed_p1m": 0.031197771217672976, "alpha_spy_p1m": 0.005237924964920149, "alpha_c_p1m": -0.021941891451223272, "bench_spy_p1m": 0.025959846252752827, "bench_c_p1m": 0.05313966266889625, "ret_p3m": 0.07470337815874806, "ret_signed_p3m": 0.07470337815874806, "alpha_spy_p3m": 0.027131329110501978, "alpha_c_p3m": 0.06405287528803738, "bench_spy_p3m": 0.04757204904824608, "bench_c_p3m": 0.010650502870710676, "ret_p6m": -0.027455455795905803, "ret_signed_p6m": -0.027455455795905803, "alpha_spy_p6m": -0.10951605393512043, "alpha_c_p6m": -0.060449190758885885, "bench_spy_p6m": 0.08206059813921462, "bench_c_p6m": 0.03299373496298008, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.0350975202980921, "alpha_spy_stated": 0.03638790102929956, "alpha_c_stated": 0.023486810426292637, "price_path": [-0.0364, -0.028, -0.0395, -0.0395, -0.0079, -0.0175, -0.089, -0.0895, -0.0622, -0.0406, -0.043, -0.0321, 0.0031, -0.0006, 0.029, -0.002, -0.0035, -0.0439, -0.0215, -0.0468, -0.0563, -0.0563, -0.0596, -0.0756, -0.0412, -0.0529, -0.0469, -0.0499, -0.065, -0.016, -0.0029, 0.0042, 0.0042, -0.018, 0.0061, 0.0092, 0.0267, -0.0001, -0.0118, -0.0408, -0.0689, -0.0575, -0.0592, -0.0781, -0.0508, -0.0465, -0.0628, -0.0607, -0.0558, -0.0747, -0.0837, -0.0939, -0.107, -0.0777, -0.0671, -0.0609, -0.0592, -0.0394, -0.0447, -0.0217, 0.013, -0.0008, -0.0024, 0.0, 0.032, 0.0065, 0.0082, 0.05, 0.0351, 0.026, 0.0508, 0.012, 0.0256, 0.0256, 0.037, 0.043, 0.0731, 0.0609, 0.0806, 0.0727, 0.067, 0.0928, 0.0567, 0.0383, 0.0312, 0.0379, 0.0401, 0.019, 0.0204, 0.03, 0.0463, 0.0466, 0.0743, 0.0674, 0.0668, 0.0912, 0.0809, 0.0843, 0.0665, 0.0613, 0.0856, 0.0613, -0.0064, 0.0926, 0.0892, 0.1062, 0.108, 0.1245, 0.1428, 0.1661, 0.1479, 0.1629, 0.1746, 0.1692, 0.183, 0.185, 0.1735, 0.1588, 0.15, 0.1197, 0.141, 0.1098, 0.1149, 0.1025, 0.0959, 0.0963, 0.0747, 0.0682, 0.0531, 0.0496, 0.0493, 0.0408, 0.0785, 0.0668, 0.1238, 0.1424, 0.1424, 0.1184, 0.0897, 0.0565, 0.0493, 0.0448, 0.0463, 0.0236, 0.0322, 0.0456, 0.0576, 0.0363, 0.0283, 0.038, 0.0213, 0.0257, 0.0267, 0.0191, -0.0054, -0.0032, -0.0032, -0.005, -0.0303, -0.0305, -0.0433, -0.0433, -0.0112, 0.0013, 0.0316, -0.0162, 0.0264, 0.0093, -0.0399, -0.0355, -0.0469, -0.026, -0.0315, -0.0315, -0.059, -0.0486, -0.0415, -0.0416, -0.0459, -0.0603, -0.0629, -0.0688, -0.0695, -0.058, -0.0628, -0.0209, -0.0255, 0.0064, -0.0412, -0.0275]}
{"unit_id": "orig:1933215825437110626", "ticker_idx": 0, "ts": "2025-06-12T17:32:24+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "And this is why $BA will rebound.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects BA to rebound, implying aviation incidents at non-Boeing carriers validate Boeing's relative quality.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Bro...how you gonna take off WITH NO FLAPS?\n\nThis is why I used to always talk about not flying the Asian carriers back when I still flew commercial.  The planes fly them, not the other way around\n\nAnd this is why $BA will rebound. https://t.co/6ubQ9Pct2U", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0503067484662576, "ret_signed_m1d": 0.0503067484662576, "alpha_spy_m1d": 0.05426524261267007, "alpha_c_m1d": 0.047665347177719974, "bench_spy_m1d": -0.003958494146412472, "bench_c_m1d": 0.002641401288537626, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01683431988113493, "ret_signed_p1d": -0.01683431988113493, "alpha_spy_p1d": -0.00565425548466747, "alpha_c_p1d": -0.008423157370027856, "bench_spy_p1d": -0.01118006439646746, "bench_c_p1d": -0.008411162511107073, "ret_p1w": -0.029791446990030668, "ret_signed_p1w": -0.029791446990030668, "alpha_spy_p1w": -0.01934013489334574, "alpha_c_p1w": -0.018321904694608704, "bench_spy_p1w": -0.010451312096684928, "bench_c_p1w": -0.011469542295421964, "ret_p1m": 0.11332513540069011, "ret_signed_p1m": 0.11332513540069011, "alpha_spy_p1m": 0.07736053965371181, "alpha_c_p1m": 0.06607692473184534, "bench_spy_p1m": 0.0359645957469783, "bench_c_p1m": 0.04724821066884477, "ret_p3m": 0.12647854857649543, "ret_signed_p3m": 0.12647854857649543, "alpha_spy_p3m": 0.04614298917602544, "alpha_c_p3m": 0.07888172711574426, "bench_spy_p3m": 0.08033555940046999, "bench_c_p3m": 0.04759682146075117, "ret_p6m": -0.009128837351418673, "ret_signed_p6m": -0.009128837351418673, "alpha_spy_p6m": -0.15136283995005928, "alpha_c_p6m": -0.09136884282083502, "bench_spy_p6m": 0.1422340025986406, "bench_c_p6m": 0.08224000546941634, "ret_p1y": 0.10085891068347386, "ret_signed_p1y": 0.10085891068347386, "alpha_spy_p1y": -0.16992466624386227, "alpha_c_p1y": -0.11367894406267443, "bench_spy_p1y": 0.2707835769273361, "bench_c_p1y": 0.21453785474614828, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11332513540069011, "alpha_spy_stated": 0.07736053965371181, "alpha_c_stated": 0.06607692473184534, "price_path": [-0.2056, -0.207, -0.1528, -0.1518, -0.1258, -0.1121, -0.1039, -0.1237, -0.1209, -0.1494, -0.1629, -0.1746, -0.1727, -0.2593, -0.3296, -0.3185, -0.3159, -0.2107, -0.2367, -0.2302, -0.2183, -0.2367, -0.232, -0.2054, -0.2054, -0.218, -0.2024, -0.154, -0.1349, -0.1266, -0.1053, -0.1067, -0.1007, -0.1024, -0.0898, -0.0849, -0.0873, -0.0893, -0.0591, -0.0437, -0.0256, -0.0016, 0.0048, 0.0122, 0.0102, 0.0074, 0.0192, -0.0027, -0.0017, -0.0068, -0.0068, -0.0133, -0.011, 0.0217, 0.0175, 0.0379, 0.0475, 0.0404, 0.0259, 0.0346, 0.0675, 0.0588, 0.0503, 0.0, -0.0168, -0.0101, -0.0171, -0.0298, -0.0298, -0.0245, -0.012, -0.0138, -0.0238, -0.0057, 0.053, 0.0284, 0.0296, 0.0406, 0.0597, 0.0597, 0.073, 0.0725, 0.1121, 0.1096, 0.1133, 0.1313, 0.1288, 0.1283, 0.1337, 0.1256, 0.1255, 0.1214, 0.1479, 0.1351, 0.1439, 0.1603, 0.1096, 0.1084, 0.0888, 0.0891, 0.0912, 0.1036, 0.1045, 0.1157, 0.1245, 0.109, 0.1416, 0.1454, 0.1445, 0.1547, 0.1407, 0.1043, 0.1073, 0.1016, 0.1294, 0.1135, 0.1525, 0.1564, 0.1591, 0.1518, 0.1518, 0.1651, 0.1405, 0.1325, 0.1269, 0.1335, 0.1265, 0.1167, 0.0797, 0.0598, 0.0589, 0.0553, 0.0534, 0.0585, 0.0584, 0.0409, 0.0618, 0.0557, 0.048, 0.0859, 0.0654, 0.0593, 0.0562, 0.0671, 0.0616, 0.0784, 0.0887, 0.1059, 0.0601, 0.0343, 0.058, 0.0518, 0.0503, 0.04, 0.0451, 0.0641, 0.0663, 0.063, 0.0688, 0.0864, 0.0945, 0.0961, 0.0482, -0.018, -0.0134, 0.0039, -0.028, -0.0301, -0.0356, -0.0449, -0.0439, -0.0419, -0.0405, -0.045, -0.0453, -0.0586, -0.0693, -0.0886, -0.1196, -0.118, -0.1209, -0.1046, -0.0826, -0.0826, -0.0724, -0.0849, 0.008, -0.0059, -0.0092, -0.0091]}
{"unit_id": "thread:1975573378808303731", "ticker_idx": 0, "ts": "2025-10-07T14:46:12+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "thank you for giving me a good entry on some December longs", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds NFLX December long calls, entered during the boycott-driven dip.", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Netflix $NFLX was at $1,182 when Con Inc and the Twitter Griftoverse started their \"boycott\" and taking a victory lap for all the harm they were causing the company\n\n1,189 today.  Great job, guys. Your 500 cancellations totally made a difference in this half trillion company. https://t.co/9vL7sKHLha\n\n---\n\nBut thank you for giving me a good entry on some December longs.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02329858664102058, "ret_signed_m1d": -0.02329858664102058, "alpha_spy_m1d": -0.027019875541745564, "alpha_c_m1d": -0.027175954479482844, "bench_spy_m1d": 0.003721288900724984, "bench_c_m1d": 0.0038773678384622645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019470053477374405, "ret_signed_p1d": 0.019470053477374405, "alpha_spy_p1d": 0.013507001064582136, "alpha_c_p1d": 0.02360577577458156, "bench_spy_p1d": 0.005963052412792269, "bench_c_p1d": -0.004135722297207156, "ret_p1w": 0.020393605672549997, "ret_signed_p1w": 0.020393605672549997, "alpha_spy_p1w": 0.030690746440198757, "alpha_c_p1w": 0.03305945782247921, "bench_spy_p1w": -0.01029714076764876, "bench_c_p1w": -0.012665852149929213, "ret_p1m": -0.07774588952655426, "ret_signed_p1m": -0.07774588952655426, "alpha_spy_p1m": -0.09038937335383179, "alpha_c_p1m": -0.054999119172308264, "bench_spy_p1m": 0.012643483827277535, "bench_c_p1m": -0.022746770354245993, "ret_p3m": -0.23605867278798098, "ret_signed_p3m": -0.23605867278798098, "alpha_spy_p3m": -0.2600733476836514, "alpha_c_p3m": -0.2465571923606964, "bench_spy_p3m": 0.02401467489567044, "bench_c_p3m": 0.010498519572715415, "ret_p6m": -0.19777340520702036, "ret_signed_p6m": -0.19777340520702036, "alpha_spy_p6m": -0.1826056096163693, "alpha_c_p6m": -0.16241463687171032, "bench_spy_p6m": -0.015167795590651068, "bench_c_p6m": -0.03535876833531004, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07774588952655426, "alpha_spy_stated": -0.09038937335383179, "alpha_c_stated": -0.054999119172308264, "price_path": [0.05, 0.0454, 0.0595, 0.0581, 0.0497, 0.0698, 0.0153, 0.0354, -0.0008, -0.012, -0.0086, -0.0089, -0.0138, -0.0187, -0.0058, -0.0266, -0.0273, -0.0169, -0.0363, -0.0106, -0.009, 0.0173, 0.0229, 0.0287, 0.0112, 0.0332, 0.0402, 0.0454, 0.0194, 0.0191, 0.0127, 0.0114, 0.0227, 0.0294, 0.0272, 0.0339, 0.0144, 0.0144, 0.0194, 0.0295, 0.0558, 0.0443, 0.0451, 0.0606, 0.0476, 0.0104, -0.0022, 0.0094, 0.0079, 0.0314, 0.014, 0.0301, 0.0305, 0.023, 0.0108, 0.0144, 0.0164, 0.0129, 0.0066, -0.0169, -0.024, -0.0317, -0.0233, 0.0, 0.0195, 0.0336, 0.0244, 0.0235, 0.0204, 0.0103, -0.0063, 0.007, 0.0399, 0.0422, -0.0627, -0.065, -0.0809, -0.081, -0.0744, -0.0761, -0.0857, -0.0606, -0.0764, -0.0824, -0.0777, -0.079, -0.0734, -0.0596, -0.0459, -0.0282, -0.0309, -0.0662, -0.074, -0.0421, -0.0765, -0.1128, -0.1242, -0.1019, -0.1235, -0.1089, -0.1089, -0.0968, -0.0838, -0.0819, -0.1272, -0.1334, -0.1584, -0.1874, -0.188, -0.2216, -0.21, -0.2008, -0.2127, -0.206, -0.2042, -0.2108, -0.2075, -0.2173, -0.215, -0.2138, -0.2138, -0.2068, -0.2095, -0.2126, -0.2128, -0.2128, -0.2361, -0.2321, -0.2389, -0.2382, -0.2399, -0.2489, -0.2493, -0.2417, -0.2565, -0.2607, -0.2612, -0.2612, -0.2674, -0.2833, -0.2986, -0.2769, -0.2805, -0.2815, -0.2894, -0.3018, -0.299, -0.3052, -0.3288, -0.327, -0.321, -0.3099, -0.316, -0.3098, -0.3315, -0.3631, -0.3546, -0.3546, -0.3535, -0.3452, -0.3535, -0.3395, -0.3617, -0.3448, -0.3057, -0.2898, -0.192, -0.1848, -0.1797, -0.1717, -0.1674, -0.1686, -0.1745, -0.1861, -0.2033, -0.2082, -0.1998, -0.2007, -0.2078, -0.2049, -0.2298, -0.2291, -0.216, -0.2366, -0.2252, -0.2165, -0.2156, -0.2194, -0.1927, -0.1978]}
{"unit_id": "orig:1960327188361966006", "ticker_idx": 0, "ts": "2025-08-26T13:03:17+00:00", "symbol": "UPST", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$UPST is a short", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive short call on UPST.", "resolved_tickers": ["UPST"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "original", "lang": "en", "tweet_text": "I don't know who needs to hear this, but.... $UPST is a short.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.003774163718014645, "ret_signed_m1d": -0.003774163718014645, "alpha_spy_m1d": -0.007943741892525003, "alpha_c_m1d": -0.011413488720123932, "bench_spy_m1d": -0.004169578174510358, "bench_c_m1d": -0.007639325002109287, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010306272184106735, "ret_signed_p1d": -0.010306272184106735, "alpha_spy_p1d": -0.008027758902097393, "alpha_c_p1d": -0.008256684903157119, "bench_spy_p1d": 0.0022785132820093423, "bench_c_p1d": 0.0020495872809496163, "ret_p1w": 0.004064432889789638, "ret_signed_p1w": -0.004064432889789638, "alpha_spy_p1w": -0.011643957601955801, "alpha_c_p1w": -0.005555067977011996, "bench_spy_p1w": -0.0075795247121661635, "bench_c_p1w": -0.0014906350872223584, "ret_p1m": -0.12019159315802008, "ret_signed_p1m": 0.12019159315802008, "alpha_spy_p1m": 0.147739545739909, "alpha_c_p1m": 0.12236187555942724, "bench_spy_p1m": 0.027547952581888913, "bench_c_p1m": 0.002170282401407153, "ret_p3m": -0.4616054509914669, "ret_signed_p3m": 0.4616054509914669, "alpha_spy_p3m": 0.4859360840483613, "alpha_c_p3m": 0.42750987066983526, "bench_spy_p3m": 0.024330633056894424, "bench_c_p3m": -0.034095580321631624, "ret_p6m": -0.5423138196255628, "ret_signed_p6m": 0.5423138196255628, "alpha_spy_p6m": 0.6121666331248332, "alpha_c_p6m": 0.528852573440532, "bench_spy_p6m": 0.06985281349927042, "bench_c_p6m": -0.01346124618503075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12019159315802008, "alpha_spy_stated": 0.147739545739909, "alpha_c_stated": 0.12236187555942724, "price_path": [-0.3223, -0.3153, -0.3047, -0.26, -0.2646, -0.2542, -0.2114, -0.1665, -0.1627, -0.1598, -0.2077, -0.2449, -0.2008, -0.2249, -0.1424, -0.1424, -0.1579, -0.1425, -0.0586, -0.0936, -0.0804, -0.0793, -0.0611, -0.0109, 0.0653, 0.0716, 0.0716, 0.1083, 0.1042, 0.1383, 0.1472, 0.0977, 0.0885, 0.0761, 0.1171, 0.1261, 0.1375, 0.1131, 0.1611, 0.2212, 0.2005, 0.2125, 0.1947, 0.1675, 0.2095, 0.1865, 0.1499, 0.2024, 0.1993, -0.0254, 0.0093, -0.0019, -0.0788, -0.0795, -0.0299, -0.0735, -0.0697, -0.0521, -0.106, -0.0727, -0.078, -0.0006, 0.0038, 0.0, 0.0103, 0.0707, 0.0637, 0.0637, 0.0041, -0.0643, -0.0438, -0.0289, -0.0097, 0.0004, -0.0939, -0.0973, -0.0843, -0.0277, -0.025, -0.0112, -0.0122, -0.0145, -0.0579, -0.0945, -0.1202, -0.1736, -0.1675, -0.2344, -0.2626, -0.2433, -0.2324, -0.2458, -0.2363, -0.2479, -0.2487, -0.2398, -0.2948, -0.28, -0.2685, -0.2587, -0.3064, -0.325, -0.271, -0.2399, -0.2687, -0.2437, -0.2352, -0.2344, -0.264, -0.2924, -0.3474, -0.3102, -0.3099, -0.3288, -0.394, -0.4524, -0.4397, -0.4372, -0.4349, -0.4249, -0.4587, -0.4379, -0.4765, -0.4497, -0.459, -0.4835, -0.4616, -0.4336, -0.3937, -0.3895, -0.3895, -0.3474, -0.3575, -0.3802, -0.3424, -0.3159, -0.3214, -0.3191, -0.325, -0.2914, -0.2868, -0.2836, -0.3315, -0.3191, -0.3461, -0.3173, -0.3092, -0.2921, -0.2901, -0.3, -0.3, -0.3109, -0.324, -0.3474, -0.3652, -0.3652, -0.3346, -0.264, -0.2643, -0.2696, -0.2654, -0.287, -0.3432, -0.3163, -0.3257, -0.3045, -0.3015, -0.3015, -0.3524, -0.331, -0.3282, -0.3426, -0.3334, -0.3439, -0.3734, -0.3972, -0.4303, -0.4239, -0.44, -0.4496, -0.4975, -0.4449, -0.4361, -0.4345, -0.5195, -0.5618, -0.5547, -0.5547, -0.5359, -0.5423]}
{"unit_id": "quote:1972732180637126712", "ticker_idx": 0, "ts": "2025-09-29T18:36:18+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This one's gonna print hard.$LULU", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish LULU call; store traffic surging after Amex Platinum $75 quarterly credit added, expects sharp upside.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Any of you seen a Lululemon store since $AXP added the $75 quarterly credit to the plat card?  The lines literally stretch out of the building and around blocks\n\nWomen love yoga pants that they can then get upset at when men look at their asses. This one's gonna print hard.$LULU", "reply_text": null, "parent_text": null, "quoted_text": "$LULU 11/21 185c $8.50", "parent_author": null, "ret_m1d": -0.01568866924804946, "ret_signed_m1d": -0.01568866924804946, "alpha_spy_m1d": -0.012886178831926665, "alpha_c_m1d": -0.011327607685859498, "bench_spy_m1d": -0.0028024904161227937, "bench_c_m1d": -0.004361061562189961, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.006588174476853337, "ret_signed_p1d": -0.006588174476853337, "alpha_spy_p1d": -0.010355041235965312, "alpha_c_p1d": -0.0019363203305233778, "bench_spy_p1d": 0.0037668667591119753, "bench_c_p1d": -0.004651854146329959, "ret_p1w": -0.027860004891740675, "ret_signed_p1w": -0.027860004891740675, "alpha_spy_p1w": -0.03980848627415334, "alpha_c_p1w": -0.024288028413997353, "bench_spy_p1w": 0.011948481382412668, "bench_c_p1w": -0.0035719764777433216, "ret_p1m": 0.004857322953619736, "ret_signed_p1m": 0.004857322953619736, "alpha_spy_p1m": -0.030370483788949576, "alpha_c_p1m": 0.0032789618924393693, "bench_spy_p1m": 0.03522780674256931, "bench_c_p1m": 0.0015783610611803667, "ret_p3m": 0.17469707542575064, "ret_signed_p3m": 0.17469707542575064, "alpha_spy_p3m": 0.1313930908135974, "alpha_c_p3m": 0.15432034186130617, "bench_spy_p3m": 0.043303984612153235, "bench_c_p3m": 0.02037673356444447, "ret_p6m": -0.10139022723592028, "ret_signed_p6m": -0.10139022723592028, "alpha_spy_p6m": -0.09117322082397838, "alpha_c_p6m": -0.016144603902926935, "bench_spy_p6m": -0.010217006411941898, "bench_c_p6m": -0.08524562333299335, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.004857322953619736, "alpha_spy_stated": -0.030370483788949576, "alpha_c_stated": 0.0032789618924393693, "price_path": [0.3751, 0.3828, 0.3828, 0.3264, 0.3318, 0.317, 0.3317, 0.3205, 0.2779, 0.2405, 0.2624, 0.3026, 0.2828, 0.2462, 0.2502, 0.2508, 0.221, 0.2251, 0.2093, 0.195, 0.1528, 0.1196, 0.0794, 0.0968, 0.0891, 0.0971, 0.0672, 0.0576, 0.0409, 0.0772, 0.1194, 0.0898, 0.108, 0.1368, 0.1036, 0.1061, 0.1065, 0.159, 0.1303, 0.1308, 0.1477, 0.145, 0.1289, 0.1289, 0.1178, 0.1084, 0.1506, -0.0631, -0.0615, -0.0749, -0.0849, -0.0744, -0.1074, -0.1068, -0.0936, -0.0873, -0.0522, -0.053, -0.0318, -0.0323, 0.0006, -0.0396, -0.0157, 0.0, -0.0066, -0.0086, -0.0051, -0.0197, -0.0279, -0.0332, -0.024, -0.0314, -0.0648, -0.0517, -0.0557, -0.0671, -0.0809, -0.0653, -0.0373, 0.0127, -0.0046, -0.0003, -0.0052, 0.0127, 0.0049, -0.0492, -0.0619, -0.0478, -0.0762, -0.103, -0.0643, -0.0869, -0.0725, -0.0489, -0.0519, -0.0458, -0.0528, -0.0471, -0.0835, -0.0845, -0.0729, -0.0805, -0.061, -0.0527, -0.0089, 0.0158, 0.0158, 0.0283, 0.0184, 0.0184, 0.0178, 0.0251, 0.0609, 0.0219, 0.0177, 0.0475, 0.0441, 0.1444, 0.1518, 0.1543, 0.1606, 0.201, 0.1694, 0.1857, 0.1874, 0.1747, 0.1747, 0.1667, 0.1866, 0.1762, 0.1602, 0.1602, 0.177, 0.1859, 0.2053, 0.1821, 0.1846, 0.1384, 0.1671, 0.1831, 0.1342, 0.1446, 0.1271, 0.1271, 0.0539, 0.0599, 0.0868, 0.0668, 0.0764, 0.0406, 0.0069, -0.0367, -0.0257, -0.0002, -0.0421, -0.0062, -0.0504, -0.035, -0.0192, 0.0084, -0.0181, -0.0535, -0.015, -0.015, -0.0078, 0.0169, 0.021, 0.0457, -0.0056, 0.0021, 0.0192, 0.039, 0.0338, -0.0164, -0.027, -0.0329, -0.0331, -0.0501, -0.0522, -0.0708, -0.0911, -0.1168, -0.1191, -0.1072, -0.1108, -0.0766, -0.0756, -0.0909, -0.0822, -0.1014]}
{"unit_id": "thread:1959795624523559002", "ticker_idx": 0, "ts": "2025-08-25T01:51:02+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it looks absolutely AMAZING going into next week for the runners that are left", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish MRVL heading into next week; remaining runners look amazing after DCA turned trade into a winner.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "How it started/How it went/How it started again/How it's going aka how @GucciWholesale_ never learns - and why you should never listen to anything his crew says about finance....EVER.\n\nHe pulled the same \"try to take a victory lap about a trade that was red before it was over\" back in June w/ $AAPL (which ran to a 150% profit).  You'd think he'd learn his lesson, but oh no.  He starts by claiming \"Target is down 8%\", ignoring that the trade in question was an in and out that went for very nice gains, and that $TGT didn't go to $104...it went to $107.15\n\nAs for $MRVL, not only did a timely DCA turn that trade into a winner, but it looks absolutely AMAZING going into next week for the runners that are left.\n\nThese people don't even know how markets work, yet want you to buy the crap they're selling over the person who has proven it for years without asking for a thing. \n\nTL:DR:  Gucci has an alt that secretly follows me trying to win on the markets, but because he doesn't know how to manage risk, he keeps turning winners into losers.  Because he's a loser.\n\n---\n\nhttps://t.co/jFpQgdJUMk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0006853715864492127, "ret_signed_m1d": 0.0006853715864492127, "alpha_spy_m1d": -0.003735145476085666, "alpha_c_m1d": 0.0016380554741243225, "bench_spy_m1d": 0.004420517062534879, "bench_c_m1d": -0.0009526838876751098, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01795755285565548, "ret_signed_p1d": 0.01795755285565548, "alpha_spy_p1d": 0.013770516505764663, "alpha_c_p1d": 0.00832916518799065, "bench_spy_p1d": 0.004187036349890816, "bench_c_p1d": 0.009628387667664828, "ret_p1w": -0.13817682146850785, "ret_signed_p1w": -0.13817682146850785, "alpha_spy_p1w": -0.14219265140334125, "alpha_c_p1w": -0.12582650959394426, "bench_spy_p1w": 0.004015829934833404, "bench_c_p1w": -0.012350311874563591, "ret_p1m": 0.022892312102775758, "ret_signed_p1m": 0.022892312102775758, "alpha_spy_p1m": -0.012251469190657671, "alpha_c_p1m": -0.07162315747549775, "bench_spy_p1m": 0.03514378129343343, "bench_c_p1m": 0.0945154695782735, "ret_p3m": 0.051826917112474336, "ret_signed_p3m": 0.051826917112474336, "alpha_spy_p3m": 0.03335262399042138, "alpha_c_p3m": -0.0542562616583917, "bench_spy_p3m": 0.018474293122052954, "bench_c_p3m": 0.10608317877086604, "ret_p6m": 0.08456758197635139, "ret_signed_p6m": 0.08456758197635139, "alpha_spy_p6m": 0.01562035388677252, "alpha_c_p6m": -0.30621216275810936, "bench_spy_p6m": 0.06894722808957887, "bench_c_p6m": 0.39077974473446075, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.022892312102775758, "alpha_spy_stated": -0.012251469190657671, "alpha_c_stated": -0.07162315747549775, "price_path": [-0.1153, -0.1271, -0.1756, -0.1581, -0.1459, -0.0919, -0.1075, -0.0638, -0.053, -0.0571, -0.0653, -0.0462, -0.0797, -0.0355, -0.0414, 0.0266, 0.0266, 0.0069, -0.0305, 0.0301, 0.04, 0.0953, 0.0568, 0.0601, 0.0442, 0.017, 0.0297, 0.0297, -0.02, -0.0145, -0.0103, 0.0048, -0.0033, -0.006, -0.0074, -0.0288, -0.0129, 0.0233, 0.0015, -0.0132, 0.0044, 0.0149, 0.0173, 0.0406, 0.0465, 0.1205, 0.1017, 0.0206, 0.0491, 0.0504, 0.0325, 0.0398, 0.0602, 0.0594, 0.0666, 0.0873, 0.0835, 0.0444, 0.052, -0.0121, -0.0237, -0.0239, 0.0007, 0.0, 0.018, 0.0252, 0.0587, -0.1382, -0.1382, -0.1145, -0.1459, -0.1213, -0.1319, -0.0953, -0.0838, -0.0802, -0.0872, -0.0768, -0.0757, -0.0561, -0.027, 0.0175, 0.018, 0.0354, 0.0229, 0.0979, 0.1489, 0.1401, 0.1294, 0.1524, 0.15, 0.1816, 0.1819, 0.2189, 0.1922, 0.268, 0.243, 0.1743, 0.2262, 0.1827, 0.2193, 0.2103, 0.2064, 0.1775, 0.1558, 0.1118, 0.1354, 0.154, 0.2168, 0.2134, 0.2366, 0.2149, 0.2858, 0.2396, 0.2015, 0.2743, 0.2802, 0.2472, 0.2788, 0.2253, 0.2253, 0.2005, 0.1858, 0.1447, 0.0793, 0.1155, 0.0518, 0.0624, 0.1494, 0.1444, 0.2033, 0.2033, 0.2263, 0.2496, 0.2742, 0.3745, 0.3469, 0.3568, 0.262, 0.2194, 0.2684, 0.2267, 0.1581, 0.1558, 0.1532, 0.1207, 0.1587, 0.1535, 0.1632, 0.2027, 0.1864, 0.1864, 0.1843, 0.1764, 0.1901, 0.1657, 0.1657, 0.2262, 0.2377, 0.2103, 0.161, 0.1447, 0.1424, 0.1378, 0.14, 0.1148, 0.1034, 0.1045, 0.1045, 0.0954, 0.1332, 0.1407, 0.1013, 0.1225, 0.1384, 0.1478, 0.1166, 0.0833, 0.0798, 0.0369, 0.0121, 0.0187, 0.102, 0.1304, 0.1257, 0.1166, 0.0739, 0.0791, 0.0791, 0.0846]}
{"unit_id": "orig:1988629335545143549", "ticker_idx": 0, "ts": "2025-11-12T15:25:55+00:00", "symbol": "JPM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's a great stock to play for a month after earnings - it's basically always up 30 days after reporting", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long JPM in the 30 days post-earnings window; author claims it reliably rises in that period regardless of earnings reaction.", "resolved_tickers": ["JPM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Diversified", "unit_kind": "original", "lang": "en", "tweet_text": "Listeners to The Diner heard me talk about $JPM and how it's a bad stock to play for earnings, but it's a great stock to play for a month after earnings - it's basically always up 30 days after reporting, whether or not they rise or fall on the earnings.\n\nWell, $305 > $322.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.014949566441609274, "ret_signed_m1d": -0.014949566441609274, "alpha_spy_m1d": -0.014393477242422681, "alpha_c_m1d": -0.014393477242422681, "bench_spy_m1d": -0.0005560891991865935, "bench_c_m1d": -0.0005560891991865935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034112491501447795, "ret_signed_p1d": -0.034112491501447795, "alpha_spy_p1d": -0.017518470030709943, "alpha_c_p1d": -0.017518470030709943, "bench_spy_p1d": -0.016594021470737852, "bench_c_p1d": -0.016594021470737852, "ret_p1w": -0.053493998844100776, "ret_signed_p1w": -0.053493998844100776, "alpha_spy_p1w": -0.023130324951118886, "alpha_c_p1w": -0.023130324951118886, "bench_spy_p1w": -0.03036367389298189, "bench_c_p1w": -0.03036367389298189, "ret_p1m": -0.009456640795166393, "ret_signed_p1m": -0.009456640795166393, "alpha_spy_p1m": -0.0179292090074874, "alpha_c_p1m": -0.0179292090074874, "bench_spy_p1m": 0.008472568212321008, "bench_c_p1m": 0.008472568212321008, "ret_p3m": 0.009809084291213521, "ret_signed_p3m": 0.009809084291213521, "alpha_spy_p3m": -0.008658807777720323, "alpha_c_p3m": -0.008658807777720323, "bench_spy_p3m": 0.018467892068933844, "bench_c_p3m": 0.018467892068933844, "ret_p6m": -0.03490536916172304, "ret_signed_p6m": -0.03490536916172304, "alpha_spy_p6m": -0.11153277215240676, "alpha_c_p6m": -0.11153277215240676, "bench_spy_p6m": 0.07662740299068371, "bench_c_p6m": 0.07662740299068371, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.009456640795166393, "alpha_spy_stated": -0.0179292090074874, "alpha_c_stated": -0.0179292090074874, "price_path": [-0.0978, -0.0945, -0.0972, -0.0923, -0.0947, -0.0799, -0.0841, -0.0727, -0.0705, -0.0649, -0.0638, -0.0638, -0.0692, -0.0698, -0.0564, -0.0857, -0.0903, -0.0749, -0.0666, -0.051, -0.0468, -0.0406, -0.0397, -0.0317, -0.0271, -0.0223, -0.0296, -0.0287, -0.0265, -0.0265, -0.0183, -0.0195, -0.0203, -0.035, -0.0448, -0.0371, -0.035, -0.0397, -0.0511, -0.0464, -0.0609, -0.0388, -0.0572, -0.0459, -0.0683, -0.0713, -0.0563, -0.0728, -0.0821, -0.0807, -0.0623, -0.0507, -0.047, -0.0465, -0.0342, -0.029, -0.0345, -0.0348, -0.0272, -0.0218, -0.0194, -0.011, -0.0149, 0.0, -0.0341, -0.0524, -0.0625, -0.0655, -0.0535, -0.0688, -0.0699, -0.0699, -0.0543, -0.0399, -0.0399, -0.0229, -0.0359, -0.0391, -0.0258, -0.0135, -0.0168, -0.0162, -0.0621, -0.0321, -0.0095, -0.0059, -0.0012, -0.0152, -0.0169, -0.0231, -0.01, 0.0084, 0.0172, 0.0273, 0.0273, 0.0234, 0.0104, 0.0094, 0.0056, 0.0056, 0.0158, 0.0425, 0.049, 0.0251, 0.0339, 0.032, 0.0173, -0.0253, -0.0348, -0.0304, -0.0204, -0.0204, -0.0509, -0.0531, -0.0481, -0.0666, -0.0562, -0.0585, -0.0571, -0.0393, -0.041, -0.034, -0.0129, -0.0053, -0.0276, 0.0107, 0.0098, -0.0022, -0.0256, -0.0512, -0.0515, -0.0515, -0.0371, -0.032, -0.0342, -0.0256, -0.0668, -0.0679, -0.0491, -0.0403, -0.0585, -0.0671, -0.0587, -0.0614, -0.0797, -0.0925, -0.0911, -0.0948, -0.0986, -0.1131, -0.1114, -0.1029, -0.1006, -0.0979, -0.0972, -0.1016, -0.0911, -0.0833, -0.0738, -0.0856, -0.1133, -0.1104, -0.0778, -0.074, -0.0764, -0.0764, -0.069, -0.0629, -0.0295, -0.0221, -0.0236, -0.0116, -0.0196, -0.036, -0.0233, -0.0222, -0.0011, -0.0137, -0.0136, -0.0178, -0.0286, -0.018, -0.0186, -0.0255, -0.013, -0.0154, -0.0306, -0.025, -0.0077, -0.0349]}
{"unit_id": "quote:1960819539303915928", "ticker_idx": 0, "ts": "2025-08-27T21:39:43+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNOW is a long", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Decisive long call on SNOW, reinforced by noting others went long weeks ago and will profit.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "Ahem* as I was saying.  Haters in shambles.\n\nAnd, just cause I know how much it irritates them and it amuses me to watch them lose their minds when I give him props, @Quinttrades  and his trading pals apparently went long $SNOW weeks ago and will be rolling in dough tomorrow https://t.co/uiunvRTI10", "reply_text": null, "parent_text": null, "quoted_text": "I don't know who needs to hear this, but...\n\n$SNOW is a long\n\nLong as my dong\nLong as a Tool song\nLong as the list of things Trump got wrong\nLong as how much time my haters spend covering their homosexual fantasies by sucking a bong https://t.co/jnvSdUaHgd", "parent_author": null, "ret_m1d": -0.1685062265989692, "ret_signed_m1d": -0.1685062265989692, "alpha_spy_m1d": -0.16497726634084398, "alpha_c_m1d": -0.16497726634084398, "bench_spy_m1d": -0.0035289602581252133, "bench_c_m1d": -0.0035289602581252133, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009709528372990106, "ret_signed_p1d": -0.009709528372990106, "alpha_spy_p1d": -0.0037457524803682363, "alpha_c_p1d": -0.0037457524803682363, "bench_spy_p1d": -0.00596377589262187, "bench_c_p1d": -0.00596377589262187, "ret_p1w": -0.07925313735898598, "ret_signed_p1w": -0.07925313735898598, "alpha_spy_p1w": -0.07956141391094018, "alpha_c_p1w": -0.07956141391094018, "bench_spy_p1w": 0.0003082765519542008, "bench_c_p1w": 0.0003082765519542008, "ret_p1m": -0.06788381995996495, "ret_signed_p1m": -0.06788381995996495, "alpha_spy_p1m": -0.09059061708800376, "alpha_c_p1m": -0.09059061708800376, "bench_spy_p1m": 0.022706797128038803, "bench_c_p1m": 0.022706797128038803, "ret_p3m": 0.038672229561073745, "ret_signed_p3m": 0.038672229561073745, "alpha_spy_p3m": -0.0044323258937044585, "alpha_c_p3m": -0.0044323258937044585, "bench_spy_p3m": 0.043104555454778204, "bench_c_p3m": 0.043104555454778204, "ret_p6m": -0.2842323651452282, "ret_signed_p6m": -0.2842323651452282, "alpha_spy_p6m": -0.3527527572122956, "alpha_c_p6m": -0.3527527572122956, "bench_spy_p6m": 0.06852039206706739, "bench_c_p6m": 0.06852039206706739, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06788381995996495, "alpha_spy_stated": -0.09059061708800376, "alpha_c_stated": -0.09059061708800376, "price_path": [-0.1279, -0.1322, -0.1303, -0.1282, -0.1251, -0.1251, -0.1359, -0.1344, -0.1233, -0.1362, -0.1323, -0.1309, -0.12, -0.12, -0.1204, -0.1132, -0.0741, -0.0808, -0.0792, -0.0763, -0.0715, -0.1039, -0.0982, -0.081, -0.081, -0.0631, -0.0726, -0.0793, -0.1103, -0.1251, -0.114, -0.1171, -0.1206, -0.1221, -0.1, -0.1052, -0.1193, -0.118, -0.1078, -0.0892, -0.0927, -0.0923, -0.086, -0.0726, -0.1493, -0.1349, -0.1462, -0.1264, -0.1436, -0.2044, -0.2041, -0.1989, -0.1831, -0.1913, -0.1739, -0.1774, -0.2007, -0.1917, -0.1922, -0.1834, -0.1922, -0.1936, -0.1685, 0.0, -0.0097, -0.0097, -0.0307, -0.0484, -0.0793, -0.064, -0.0601, -0.0641, -0.0629, -0.0683, -0.0824, -0.0631, -0.1039, -0.0956, -0.0784, -0.0437, -0.0476, -0.0724, -0.0765, -0.0805, -0.0679, -0.0654, -0.0641, -0.0434, -0.0019, -0.0245, 0.0063, -0.0257, 0.0382, 0.0401, 0.0049, 0.026, -0.0007, -0.0006, -0.0039, -0.0011, 0.0194, 0.0271, 0.0028, 0.0498, 0.0703, 0.1036, 0.1081, 0.1191, 0.1252, 0.1406, 0.15, 0.1013, 0.0987, 0.0984, 0.0907, 0.1141, 0.1256, 0.1196, 0.0661, 0.0665, 0.0489, 0.0561, 0.0497, 0.0152, -0.0289, 0.0041, 0.0387, 0.0318, 0.0318, 0.0425, 0.0456, 0.0775, 0.0996, -0.0259, -0.0507, -0.0651, -0.0763, -0.1015, -0.085, -0.0957, -0.1067, -0.0846, -0.1025, -0.0817, -0.0769, -0.0588, -0.066, -0.0791, -0.0791, -0.071, -0.0751, -0.0786, -0.0898, -0.0898, -0.1008, -0.069, -0.0268, -0.0311, -0.0714, -0.0909, -0.086, -0.1312, -0.1446, -0.138, -0.1271, -0.1271, -0.1444, -0.1432, -0.1239, -0.1299, -0.1234, -0.1172, -0.1037, -0.1727, -0.2004, -0.2088, -0.2812, -0.3141, -0.3498, -0.3011, -0.2699, -0.2424, -0.258, -0.2825, -0.2436, -0.2436, -0.2651, -0.2694, -0.2564, -0.2842]}
{"unit_id": "reply:1973511233719640559", "ticker_idx": 0, "ts": "2025-10-01T22:11:58+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NFLX is one of the highest of the high beta names and in a flight to safety thanks to GOVERNMENT INCOMPETENCE, high beta names suffer", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish NFLX: high-beta name hit by flight-to-safety amid government-driven macro uncertainty.", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@realannapaulina Or, and hear me out, $NFLX is one of the highest of the high beta names and in a flight to safety thanks to GOVERNMENT INCOMPETENCE, high beta names suffer.", "reply_text": null, "parent_text": "When you try to groom kids: https://t.co/N3HrKLdala", "quoted_text": null, "parent_author": "realannapaulina", "ret_m1d": 0.0071997969747426005, "ret_signed_m1d": -0.0071997969747426005, "alpha_spy_m1d": -0.008350183664084354, "alpha_c_m1d": -0.004967058906350852, "bench_spy_m1d": -0.0011503866893417536, "bench_c_m1d": 0.0022327380683917486, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.007922355833264949, "ret_signed_p1d": 0.007922355833264949, "alpha_spy_p1d": 0.007907588471043336, "alpha_c_p1d": 0.007407179597231028, "bench_spy_p1d": -1.4767362221612679e-05, "bench_c_p1d": -0.0005151762360339207, "ret_p1w": 0.05895765273506237, "ret_signed_p1w": -0.05895765273506237, "alpha_spy_p1w": -0.05605866360228173, "alpha_c_p1w": -0.07209632818155065, "bench_spy_p1w": 0.0028989891327806383, "bench_c_p1w": -0.01313867544648828, "ret_p1m": -0.03756459469468543, "ret_signed_p1m": 0.03756459469468543, "alpha_spy_p1m": 0.05675125057597996, "alpha_c_p1m": 0.023481352554073798, "bench_spy_p1m": 0.019186655881294534, "bench_c_p1m": -0.01408324214061163, "ret_p3m": -0.19331113942281786, "ret_signed_p3m": 0.19331113942281786, "alpha_spy_p3m": 0.2229279557244449, "alpha_c_p3m": 0.21240048613477625, "bench_spy_p3m": 0.029616816301627047, "bench_c_p3m": 0.019089346711958388, "ret_p6m": -0.19632180133332777, "ret_signed_p6m": 0.19632180133332777, "alpha_spy_p6m": 0.14922308812091378, "alpha_c_p6m": 0.12143319096797922, "bench_spy_p6m": -0.04709871321241399, "bench_c_p6m": -0.07488861036534855, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03756459469468543, "alpha_spy_stated": 0.05675125057597996, "alpha_c_stated": 0.023481352554073798, "price_path": [0.1093, 0.097, 0.1082, 0.0757, 0.071, 0.0855, 0.0841, 0.0755, 0.096, 0.0402, 0.0609, 0.0237, 0.0123, 0.0157, 0.0154, 0.0104, 0.0053, 0.0186, -0.0027, -0.0034, 0.0073, -0.0126, 0.0137, 0.0153, 0.0422, 0.048, 0.054, 0.0361, 0.0585, 0.0657, 0.071, 0.0444, 0.0442, 0.0376, 0.0362, 0.0478, 0.0547, 0.0524, 0.0593, 0.0393, 0.0393, 0.0444, 0.0548, 0.0817, 0.0699, 0.0707, 0.0866, 0.0733, 0.0352, 0.0223, 0.0342, 0.0327, 0.0567, 0.0389, 0.0554, 0.0558, 0.0481, 0.0356, 0.0393, 0.0414, 0.0377, 0.0313, 0.0072, 0.0, -0.0079, 0.0007, 0.0245, 0.0445, 0.059, 0.0495, 0.0486, 0.0454, 0.0351, 0.0181, 0.0317, 0.0654, 0.0678, -0.0397, -0.0421, -0.0584, -0.0585, -0.0516, -0.0534, -0.0632, -0.0376, -0.0537, -0.0598, -0.0551, -0.0564, -0.0506, -0.0365, -0.0224, -0.0043, -0.0071, -0.0433, -0.0513, -0.0186, -0.0538, -0.091, -0.1027, -0.0799, -0.102, -0.087, -0.087, -0.0746, -0.0613, -0.0594, -0.1057, -0.1121, -0.1377, -0.1674, -0.1681, -0.2025, -0.1906, -0.1812, -0.1934, -0.1865, -0.1846, -0.1914, -0.1881, -0.198, -0.1957, -0.1945, -0.1945, -0.1874, -0.1901, -0.1933, -0.1935, -0.1935, -0.2173, -0.2133, -0.2202, -0.2195, -0.2213, -0.2305, -0.2309, -0.2231, -0.2383, -0.2426, -0.243, -0.243, -0.2494, -0.2657, -0.2814, -0.2592, -0.2628, -0.2638, -0.2719, -0.2847, -0.2818, -0.2881, -0.3124, -0.3105, -0.3044, -0.2929, -0.2992, -0.2928, -0.3151, -0.3475, -0.3388, -0.3388, -0.3377, -0.3291, -0.3377, -0.3233, -0.3461, -0.3287, -0.2886, -0.2724, -0.1722, -0.1648, -0.1596, -0.1513, -0.1469, -0.1482, -0.1543, -0.1661, -0.1838, -0.1888, -0.1802, -0.1811, -0.1883, -0.1854, -0.2109, -0.2102, -0.1968, -0.2179, -0.2062, -0.1973, -0.1963]}
{"unit_id": "quote:1961154777695277433", "ticker_idx": 0, "ts": "2025-08-28T19:51:50+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": "semiconductors", "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$3.70\n\nIt's now or never if you want to cross the rubicon to filthy gutter gambler or not.", "tweet_type": "prediction", "timeline": "days", "summary": "Doubling down on MRVL short-dated call options, urging others to enter now before expiry.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$3.70\n\nIt's now or never if you want to cross the rubicon to filthy gutter gambler or not.\n\nMAKE THE CHOICE.", "reply_text": null, "parent_text": null, "quoted_text": "Only for those who feel the need for speed.\n\n$MRVL 9/5 79c.  It's at 3.15\n\nConsider this a gambler's proposition in spite of what I just threw into it. Ppl who just do the TotD's for the safety should stay out\nYou'll see my order hit the flow trackers in a few minutes (they lag)", "parent_author": null, "ret_m1d": -0.03159389452991346, "ret_signed_m1d": -0.03159389452991346, "alpha_spy_m1d": -0.028064934271788244, "alpha_c_m1d": -0.027511983868376166, "bench_spy_m1d": -0.0035289602581252133, "bench_c_m1d": -0.004081910661537291, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.18593804760472465, "ret_signed_p1d": -0.18593804760472465, "alpha_spy_p1d": -0.17997427171210278, "alpha_c_p1d": -0.1571975167197388, "bench_spy_p1d": -0.00596377589262187, "bench_c_p1d": -0.02874053088498585, "ret_p1w": -0.17001164231460264, "ret_signed_p1w": -0.17001164231460264, "alpha_spy_p1w": -0.17031991886655684, "alpha_c_p1w": -0.1398322566138369, "bench_spy_p1w": 0.0003082765519542008, "bench_c_p1w": -0.030179385700765726, "ret_p1m": 0.07691311100006226, "ret_signed_p1m": 0.07691311100006226, "alpha_spy_p1m": 0.05420631387202346, "alpha_c_p1m": 0.00015981396585673657, "bench_spy_p1m": 0.022706797128038803, "bench_c_p1m": 0.07675329703420553, "ret_p3m": 0.08099499775378449, "ret_signed_p3m": 0.08099499775378449, "alpha_spy_p3m": 0.03789044229900629, "alpha_c_p3m": -0.05661884671715378, "bench_spy_p3m": 0.043104555454778204, "bench_c_p3m": 0.13761384447093827, "ret_p6m": 0.030556250848083666, "ret_signed_p6m": 0.030556250848083666, "alpha_spy_p6m": -0.03796414121898373, "alpha_c_p6m": -0.3623821143801378, "bench_spy_p6m": 0.06852039206706739, "bench_c_p6m": 0.39293836522822145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.17001164231460264, "alpha_spy_stated": -0.17031991886655684, "alpha_c_stated": -0.1398322566138369, "price_path": [-0.2047, -0.1932, -0.1422, -0.157, -0.1157, -0.1055, -0.1094, -0.1171, -0.099, -0.1307, -0.0889, -0.0945, -0.0303, -0.0303, -0.0489, -0.0843, -0.027, -0.0176, 0.0346, -0.0017, 0.0014, -0.0136, -0.0394, -0.0273, -0.0273, -0.0743, -0.0691, -0.0651, -0.0509, -0.0585, -0.0611, -0.0624, -0.0826, -0.0676, -0.0334, -0.054, -0.0678, -0.0513, -0.0413, -0.0391, -0.0171, -0.0115, 0.0584, 0.0407, -0.036, -0.0091, -0.0078, -0.0247, -0.0179, 0.0014, 0.0006, 0.0075, 0.0271, 0.0234, -0.0135, -0.0063, -0.0668, -0.0778, -0.0779, -0.0548, -0.0554, -0.0385, -0.0316, 0.0, -0.1859, -0.1859, -0.1635, -0.1932, -0.17, -0.18, -0.1454, -0.1345, -0.1312, -0.1378, -0.1279, -0.1269, -0.1084, -0.0809, -0.0388, -0.0385, -0.022, -0.0338, 0.037, 0.0852, 0.0769, 0.0668, 0.0886, 0.0862, 0.1161, 0.1164, 0.1514, 0.1261, 0.1977, 0.1742, 0.1092, 0.1582, 0.1171, 0.1517, 0.1432, 0.1396, 0.1122, 0.0917, 0.0502, 0.0724, 0.0901, 0.1494, 0.1462, 0.1681, 0.1476, 0.2146, 0.1709, 0.1349, 0.2037, 0.2093, 0.178, 0.208, 0.1574, 0.1574, 0.134, 0.1201, 0.0813, 0.0194, 0.0537, -0.0065, 0.0035, 0.0857, 0.081, 0.1366, 0.1366, 0.1583, 0.1804, 0.2036, 0.2983, 0.2722, 0.2816, 0.192, 0.1519, 0.1981, 0.1587, 0.094, 0.0917, 0.0893, 0.0586, 0.0945, 0.0895, 0.0987, 0.1361, 0.1206, 0.1206, 0.1187, 0.1112, 0.1241, 0.1011, 0.1011, 0.1582, 0.1691, 0.1432, 0.0967, 0.0813, 0.079, 0.0748, 0.0768, 0.053, 0.0422, 0.0433, 0.0433, 0.0347, 0.0704, 0.0775, 0.0403, 0.0602, 0.0753, 0.0842, 0.0547, 0.0233, 0.0199, -0.0205, -0.044, -0.0378, 0.0409, 0.0678, 0.0634, 0.0547, 0.0143, 0.0193, 0.0193, 0.0245, 0.0255, 0.0322, 0.0306]}
{"unit_id": "quote:1958525873109303765", "ticker_idx": 0, "ts": "2025-08-21T13:45:30+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I haven't sold any more than my first trim.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still holding LLY 700c position with only a first trim taken; ongoing bullish position.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "$60\n\n(I know I said no more updates, but I just really like pointing out how I was literally the only person on this dumpster fire saying to grab it and it's been the best performer in the market)\n\nI haven't sold any more than my first trim.", "reply_text": null, "parent_text": null, "quoted_text": "This one's not for the faint of heart:\n\n$LLY 11/21 700c $25.50", "parent_author": null, "ret_m1d": -0.006170548165598144, "ret_signed_m1d": -0.006170548165598144, "alpha_spy_m1d": -0.010198530000455786, "alpha_c_m1d": -0.010198530000455786, "bench_spy_m1d": 0.004027981834857641, "bench_c_m1d": 0.004027981834857641, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.002620413563420243, "ret_signed_p1d": 0.002620413563420243, "alpha_spy_p1d": -0.012736376137962857, "alpha_c_p1d": -0.012736376137962857, "bench_spy_p1d": 0.0153567897013831, "bench_c_p1d": 0.0153567897013831, "ret_p1w": 0.031191103986706104, "ret_signed_p1w": 0.031191103986706104, "alpha_spy_p1w": 0.010154172264823735, "alpha_c_p1w": 0.010154172264823735, "bench_spy_p1w": 0.021036931721882368, "bench_c_p1w": 0.021036931721882368, "ret_p1m": 0.059409433592514604, "ret_signed_p1m": 0.059409433592514604, "alpha_spy_p1m": 0.012221805569228028, "alpha_c_p1m": 0.012221805569228028, "bench_spy_p1m": 0.047187628023286576, "bench_c_p1m": 0.047187628023286576, "ret_p3m": 0.4532737413253398, "ret_signed_p3m": 0.4532737413253398, "alpha_spy_p3m": 0.41179773149702537, "alpha_c_p3m": 0.41179773149702537, "bench_spy_p3m": 0.04147600982831445, "bench_c_p3m": 0.04147600982831445, "ret_p6m": 0.4697609096197095, "ret_signed_p6m": 0.4697609096197095, "alpha_spy_p6m": 0.39091551380923684, "alpha_c_p6m": 0.39091551380923684, "bench_spy_p6m": 0.07884539581047267, "bench_c_p6m": 0.07884539581047267, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.059409433592514604, "alpha_spy_stated": 0.012221805569228028, "alpha_c_stated": 0.012221805569228028, "price_path": [0.0033, 0.0195, 0.0113, 0.0157, 0.037, 0.0502, 0.0554, 0.0766, 0.0763, 0.0822, 0.0876, 0.1347, 0.1367, 0.1415, 0.1518, 0.1352, 0.1123, 0.1035, 0.1035, 0.0722, 0.0833, 0.0938, 0.1138, 0.1177, 0.0901, 0.0958, 0.0907, 0.0954, 0.0974, 0.0974, 0.0864, 0.0932, 0.1062, 0.1114, 0.1148, 0.1236, 0.0849, 0.1102, 0.0705, 0.0848, 0.0714, 0.0915, 0.123, 0.1322, 0.1424, 0.136, 0.0725, 0.0685, 0.0403, 0.0716, 0.081, 0.0767, 0.0492, -0.0991, -0.1205, -0.1071, -0.1011, -0.0715, -0.0379, -0.0121, -0.0166, -0.0093, -0.0062, 0.0, 0.0026, -0.0204, 0.0369, 0.0343, 0.0312, 0.0321, 0.0321, 0.0357, 0.0395, 0.0466, 0.0245, 0.0406, 0.0575, 0.0631, 0.0655, 0.0642, 0.0541, 0.0773, 0.0709, 0.0748, 0.0594, 0.0636, 0.0524, 0.0451, 0.0067, 0.0207, 0.0235, 0.0749, 0.1629, 0.155, 0.1832, 0.1905, 0.1885, 0.1915, 0.205, 0.1742, 0.1544, 0.1444, 0.1645, 0.1543, 0.131, 0.1397, 0.1264, 0.1446, 0.1567, 0.1629, 0.1643, 0.1554, 0.1461, 0.1897, 0.2156, 0.263, 0.2776, 0.3043, 0.3207, 0.3023, 0.3618, 0.3928, 0.4339, 0.441, 0.4465, 0.4415, 0.4533, 0.4809, 0.472, 0.4951, 0.5099, 0.566, 0.5581, 0.5581, 0.5174, 0.4926, 0.4759, 0.4582, 0.4313, 0.4254, 0.4075, 0.3858, 0.4019, 0.4241, 0.4497, 0.4986, 0.4875, 0.4698, 0.4911, 0.5117, 0.5188, 0.512, 0.5195, 0.5195, 0.5206, 0.522, 0.5234, 0.5162, 0.5162, 0.5243, 0.4694, 0.5012, 0.5634, 0.5311, 0.5006, 0.5252, 0.5198, 0.5143, 0.4574, 0.4651, 0.4651, 0.4691, 0.5217, 0.5342, 0.5016, 0.4994, 0.4666, 0.4445, 0.4449, 0.4633, 0.4731, 0.4158, 0.562, 0.4403, 0.493, 0.4739, 0.4461, 0.4323, 0.4649, 0.4698]}
{"unit_id": "quote:1978869430835966250", "ticker_idx": 0, "ts": "2025-10-16T17:03:32+00:00", "symbol": "platinum", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "platinum and PALLADIUM. believe it or not, platinum has actually outpaced gold this year, and Palladium has kept pace. However, both are under the radar trades that feel less crowded and present potentially greater returns than gold", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long platinum and palladium as less-crowded, higher-return alternatives to gold; also pushes back on macro-top thesis, calling gold underowned not overbought.", "resolved_tickers": ["PPLT"], "resolution_method": "etf", "resolution_reason": "Platinum commodity proxied by PPLT ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Incorrect.\n\nGold isn't overbought.  Gold is underowned.\n\nTHAT SAID.  I talked about this in my last Open Office space (which I *THINK* was recorded over in the @quinttrades community?):\n\nEverybody keys in on gold, but it's had such a massive run that people should start looking at other metal trades.\n\nBy that, I don't mean silver.  I've never been a silver bug and don't understand those people.  I'm talking about PLATINUM and PALLADIUM.  believe it or not, platinum has actually outpaced gold this year, and Palladium has kept pace.  However, both are under the radar trades that feel less crowded and present potentially greater returns than gold.\n\nGold is up 45% on the year, which is WAY better than the markets have performed.  But platinum is up SEVENTY FIVE percent and nobody noticed.\n\nWhy is this?  Simple:  when gold prices spike, markets shift to alternative metals, and when gold prices are seen as too high, jewelers (particularly Chinese ones) shift to platinum, which causes a  huge spike in demand.  \n\nOn a geopolitical level, platinum is super interesting because most of the platinum in the world comes from South Africa, which due to its country's instability is no longer able to meet platinum needs (remember, most platinum is used for industrial applications so demand is always high)\n\nI should also point out cause I know some of you are new here, when I talk about trading metals, I'm talking about trading METALS.  That means going and buying the physical product, not some ETF or metal certificate.  Shares in $GLD or $PALL are NOT owning gold and palladium, for example.  Those are just pieces of paper.  Go to a  coin shop and buy coins and bars and put them in a gun safe.", "reply_text": null, "parent_text": null, "quoted_text": "people lining up to buy physical gold yesterday, when it’s the most expensive form to sell it, at all time high.\n\nwe’re extremely close to the macro top. https://t.co/iWUdheBx6h", "parent_author": null, "ret_m1d": -0.02820612477778084, "ret_signed_m1d": -0.02820612477778084, "alpha_spy_m1d": -0.03506308297504168, "alpha_c_m1d": -0.03506308297504168, "bench_spy_m1d": 0.006856958197260843, "bench_c_m1d": 0.006856958197260843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.060588526851991786, "ret_signed_p1d": -0.060588526851991786, "alpha_spy_p1d": -0.06626482721089977, "alpha_c_p1d": -0.06626482721089977, "bench_spy_p1d": 0.005676300358907982, "bench_c_p1d": 0.005676300358907982, "ret_p1w": -0.04844511075557001, "ret_signed_p1w": -0.04844511075557001, "alpha_spy_p1w": -0.06527722004024017, "alpha_c_p1w": -0.06527722004024017, "bench_spy_p1w": 0.01683210928467016, "bench_c_p1w": 0.01683210928467016, "ret_p1m": -0.09759702137930204, "ret_signed_p1m": -0.09759702137930204, "alpha_spy_p1m": -0.11468650236557276, "alpha_c_p1m": -0.11468650236557276, "bench_spy_p1m": 0.017089480986270722, "bench_c_p1m": 0.017089480986270722, "ret_p3m": 0.3598689757872484, "ret_signed_p3m": 0.3598689757872484, "alpha_spy_p3m": 0.3066175628444807, "alpha_c_p3m": 0.3066175628444807, "bench_spy_p3m": 0.053251412942767695, "bench_c_p3m": 0.053251412942767695, "ret_p6m": 0.1963505965090644, "ret_signed_p6m": 0.1963505965090644, "alpha_spy_p6m": 0.16200689806470447, "alpha_c_p6m": 0.16200689806470447, "bench_spy_p6m": 0.034343698444359916, "bench_c_p6m": 0.034343698444359916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.09759702137930204, "alpha_spy_stated": -0.11468650236557276, "alpha_c_stated": -0.11468650236557276, "price_path": [-0.1581, -0.1578, -0.1724, -0.1758, -0.18, -0.1919, -0.1814, -0.237, -0.2431, -0.2287, -0.2221, -0.2294, -0.2168, -0.2168, -0.2217, -0.2227, -0.2163, -0.2151, -0.2047, -0.214, -0.2195, -0.2325, -0.2149, -0.2052, -0.2034, -0.2145, -0.2083, -0.2098, -0.203, -0.1955, -0.1955, -0.1771, -0.1671, -0.1947, -0.1919, -0.1894, -0.1969, -0.1868, -0.1886, -0.1806, -0.1766, -0.1849, -0.2043, -0.1895, -0.1746, -0.1662, -0.1342, -0.1363, -0.1012, -0.0759, -0.0634, -0.082, -0.0872, -0.0822, -0.0594, -0.048, -0.0504, -0.0221, -0.0512, -0.0633, -0.0471, -0.0398, -0.0282, 0.0, -0.0606, -0.0373, -0.0982, -0.0473, -0.0484, -0.0603, -0.073, -0.0704, -0.0668, -0.0564, -0.0777, -0.0862, -0.1024, -0.088, -0.1033, -0.0962, -0.0736, -0.0709, -0.0525, -0.0774, -0.0976, -0.1036, -0.1013, -0.097, -0.1176, -0.1138, -0.0961, -0.0918, -0.0687, -0.0687, -0.0196, -0.0273, -0.0382, -0.0258, -0.035, -0.0382, -0.0366, -0.0067, -0.0323, -0.0064, 0.0218, 0.0469, 0.0779, 0.1072, 0.1266, 0.1543, 0.2321, 0.3367, 0.3141, 0.3141, 0.4144, 0.2386, 0.2761, 0.1978, 0.1978, 0.2497, 0.3139, 0.4164, 0.3457, 0.3172, 0.3287, 0.363, 0.3599, 0.4056, 0.405, 0.3446, 0.3446, 0.4397, 0.454, 0.5452, 0.6207, 0.5854, 0.5278, 0.5752, 0.5364, 0.2531, 0.2506, 0.3017, 0.2941, 0.1679, 0.2291, 0.2504, 0.2216, 0.249, 0.1663, 0.2014, 0.2014, 0.1753, 0.2161, 0.2108, 0.2625, 0.2681, 0.2698, 0.3317, 0.3305, 0.3797, 0.3479, 0.2265, 0.2545, 0.233, 0.2427, 0.2728, 0.2848, 0.2697, 0.2456, 0.1811, 0.2333, 0.2375, 0.1811, 0.1485, 0.1196, 0.093, 0.1031, 0.1272, 0.0631, 0.0884, 0.1065, 0.1451, 0.1465, 0.1616, 0.1616, 0.1545, 0.1432, 0.1894, 0.2309, 0.1964]}
{"unit_id": "quote:1978869430835966250", "ticker_idx": 1, "ts": "2025-10-16T17:03:32+00:00", "symbol": "palladium", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "PLATINUM and PALLADIUM. both are under the radar trades that feel less crowded and present potentially greater returns than gold", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long platinum and palladium as less-crowded, higher-return alternatives to gold; also pushes back on macro-top thesis, calling gold underowned not overbought.", "resolved_tickers": ["PALL"], "resolution_method": "etf", "resolution_reason": "Palladium commodity proxied by PALL ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Incorrect.\n\nGold isn't overbought.  Gold is underowned.\n\nTHAT SAID.  I talked about this in my last Open Office space (which I *THINK* was recorded over in the @quinttrades community?):\n\nEverybody keys in on gold, but it's had such a massive run that people should start looking at other metal trades.\n\nBy that, I don't mean silver.  I've never been a silver bug and don't understand those people.  I'm talking about PLATINUM and PALLADIUM.  believe it or not, platinum has actually outpaced gold this year, and Palladium has kept pace.  However, both are under the radar trades that feel less crowded and present potentially greater returns than gold.\n\nGold is up 45% on the year, which is WAY better than the markets have performed.  But platinum is up SEVENTY FIVE percent and nobody noticed.\n\nWhy is this?  Simple:  when gold prices spike, markets shift to alternative metals, and when gold prices are seen as too high, jewelers (particularly Chinese ones) shift to platinum, which causes a  huge spike in demand.  \n\nOn a geopolitical level, platinum is super interesting because most of the platinum in the world comes from South Africa, which due to its country's instability is no longer able to meet platinum needs (remember, most platinum is used for industrial applications so demand is always high)\n\nI should also point out cause I know some of you are new here, when I talk about trading metals, I'm talking about trading METALS.  That means going and buying the physical product, not some ETF or metal certificate.  Shares in $GLD or $PALL are NOT owning gold and palladium, for example.  Those are just pieces of paper.  Go to a  coin shop and buy coins and bars and put them in a gun safe.", "reply_text": null, "parent_text": null, "quoted_text": "people lining up to buy physical gold yesterday, when it’s the most expensive form to sell it, at all time high.\n\nwe’re extremely close to the macro top. https://t.co/iWUdheBx6h", "parent_author": null, "ret_m1d": -0.04579322839556543, "ret_signed_m1d": -0.04579322839556543, "alpha_spy_m1d": -0.052650186592826276, "alpha_c_m1d": -0.052650186592826276, "bench_spy_m1d": 0.006856958197260843, "bench_c_m1d": 0.006856958197260843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.1016122470852433, "ret_signed_p1d": -0.1016122470852433, "alpha_spy_p1d": -0.10728854744415128, "alpha_c_p1d": -0.10728854744415128, "bench_spy_p1d": 0.005676300358907982, "bench_c_p1d": 0.005676300358907982, "ret_p1w": -0.10757351907048218, "ret_signed_p1w": -0.10757351907048218, "alpha_spy_p1w": -0.12440562835515234, "alpha_c_p1w": -0.12440562835515234, "bench_spy_p1w": 0.01683210928467016, "bench_c_p1w": 0.01683210928467016, "ret_p1m": -0.13358624243729234, "ret_signed_p1m": -0.13358624243729234, "alpha_spy_p1m": -0.15067572342356306, "alpha_c_p1m": -0.15067572342356306, "bench_spy_p1m": 0.017089480986270722, "bench_c_p1m": 0.017089480986270722, "ret_p3m": 0.12687983568014616, "ret_signed_p3m": 0.12687983568014616, "alpha_spy_p3m": 0.07362842273737846, "alpha_c_p3m": 0.07362842273737846, "bench_spy_p3m": 0.053251412942767695, "bench_c_p3m": 0.053251412942767695, "ret_p6m": -0.058867391270501335, "ret_signed_p6m": -0.058867391270501335, "alpha_spy_p6m": -0.09321108971486125, "alpha_c_p6m": -0.09321108971486125, "bench_spy_p6m": 0.034343698444359916, "bench_c_p6m": 0.034343698444359916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13358624243729234, "alpha_spy_stated": -0.15067572342356306, "alpha_c_stated": -0.15067572342356306, "price_path": [-0.2189, -0.2078, -0.2073, -0.2354, -0.2431, -0.2381, -0.2243, -0.2655, -0.2639, -0.2541, -0.2622, -0.2725, -0.2927, -0.2842, -0.306, -0.2907, -0.3034, -0.2985, -0.2908, -0.3095, -0.308, -0.3149, -0.3112, -0.3138, -0.3042, -0.3211, -0.3187, -0.324, -0.3169, -0.3147, -0.3147, -0.2948, -0.2912, -0.3053, -0.3111, -0.2956, -0.2962, -0.2714, -0.2636, -0.2504, -0.2592, -0.2731, -0.287, -0.2854, -0.2897, -0.266, -0.2427, -0.2525, -0.2208, -0.2148, -0.2186, -0.2266, -0.2267, -0.2272, -0.2164, -0.1781, -0.1671, -0.0904, -0.1232, -0.1225, -0.0862, -0.0625, -0.0458, 0.0, -0.1016, -0.0656, -0.1299, -0.1036, -0.1076, -0.1175, -0.1368, -0.1337, -0.1335, -0.1032, -0.108, -0.1127, -0.1391, -0.122, -0.1503, -0.1431, -0.1202, -0.1043, -0.0904, -0.1193, -0.1336, -0.1444, -0.1326, -0.1447, -0.1514, -0.1553, -0.1383, -0.1411, -0.1224, -0.1224, -0.1029, -0.1194, -0.0927, -0.0877, -0.1039, -0.099, -0.0928, -0.0693, -0.0891, -0.0755, -0.0753, -0.0287, -0.0102, 0.0126, 0.0429, 0.0572, 0.0873, 0.1462, 0.0602, 0.0602, 0.1916, 0.0233, -0.0039, -0.0152, -0.0152, 0.0092, 0.0476, 0.1202, 0.0857, 0.0974, 0.1261, 0.1477, 0.1269, 0.1528, 0.1213, 0.1049, 0.1049, 0.1485, 0.1433, 0.1916, 0.2515, 0.2449, 0.1854, 0.2594, 0.2361, 0.0423, 0.0577, 0.082, 0.0859, 0.0165, 0.0492, 0.0707, 0.0506, 0.0567, -0.0042, 0.0396, 0.0396, 0.04, 0.0611, 0.0359, 0.0812, 0.0807, 0.1022, 0.1007, 0.1003, 0.1001, 0.0904, 0.0157, 0.0272, 0.0012, 0.0005, 0.0379, 0.0215, 0.011, -0.0039, -0.0465, -0.01, -0.012, -0.0832, -0.1086, -0.1332, -0.1232, -0.1318, -0.1245, -0.171, -0.1503, -0.1322, -0.0875, -0.0879, -0.0698, -0.0698, -0.0843, -0.0984, -0.0352, -0.0404, -0.0589]}
{"unit_id": "quote:1978869430835966250", "ticker_idx": 2, "ts": "2025-10-16T17:03:32+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold isn't overbought. Gold is underowned.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long platinum and palladium as less-crowded, higher-return alternatives to gold; also pushes back on macro-top thesis, calling gold underowned not overbought.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity proxied by GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Incorrect.\n\nGold isn't overbought.  Gold is underowned.\n\nTHAT SAID.  I talked about this in my last Open Office space (which I *THINK* was recorded over in the @quinttrades community?):\n\nEverybody keys in on gold, but it's had such a massive run that people should start looking at other metal trades.\n\nBy that, I don't mean silver.  I've never been a silver bug and don't understand those people.  I'm talking about PLATINUM and PALLADIUM.  believe it or not, platinum has actually outpaced gold this year, and Palladium has kept pace.  However, both are under the radar trades that feel less crowded and present potentially greater returns than gold.\n\nGold is up 45% on the year, which is WAY better than the markets have performed.  But platinum is up SEVENTY FIVE percent and nobody noticed.\n\nWhy is this?  Simple:  when gold prices spike, markets shift to alternative metals, and when gold prices are seen as too high, jewelers (particularly Chinese ones) shift to platinum, which causes a  huge spike in demand.  \n\nOn a geopolitical level, platinum is super interesting because most of the platinum in the world comes from South Africa, which due to its country's instability is no longer able to meet platinum needs (remember, most platinum is used for industrial applications so demand is always high)\n\nI should also point out cause I know some of you are new here, when I talk about trading metals, I'm talking about trading METALS.  That means going and buying the physical product, not some ETF or metal certificate.  Shares in $GLD or $PALL are NOT owning gold and palladium, for example.  Those are just pieces of paper.  Go to a  coin shop and buy coins and bars and put them in a gun safe.", "reply_text": null, "parent_text": null, "quoted_text": "people lining up to buy physical gold yesterday, when it’s the most expensive form to sell it, at all time high.\n\nwe’re extremely close to the macro top. https://t.co/iWUdheBx6h", "parent_author": null, "ret_m1d": -0.022852811904726322, "ret_signed_m1d": -0.022852811904726322, "alpha_spy_m1d": -0.029709770101987165, "alpha_c_m1d": -0.029709770101987165, "bench_spy_m1d": 0.006856958197260843, "bench_c_m1d": 0.006856958197260843, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01881705572696646, "ret_signed_p1d": -0.01881705572696646, "alpha_spy_p1d": -0.02449335608587444, "alpha_c_p1d": -0.02449335608587444, "bench_spy_p1d": 0.005676300358907982, "bench_c_p1d": 0.005676300358907982, "ret_p1w": -0.044545347757202425, "ret_signed_p1w": -0.044545347757202425, "alpha_spy_p1w": -0.061377457041872585, "alpha_c_p1w": -0.061377457041872585, "bench_spy_p1w": 0.01683210928467016, "bench_c_p1w": 0.01683210928467016, "ret_p1m": -0.051683743526417136, "ret_signed_p1m": -0.051683743526417136, "alpha_spy_p1m": -0.06877322451268786, "alpha_c_p1m": -0.06877322451268786, "bench_spy_p1m": 0.017089480986270722, "bench_c_p1m": 0.017089480986270722, "ret_p3m": 0.06351366351486432, "ret_signed_p3m": 0.06351366351486432, "alpha_spy_p3m": 0.01026225057209662, "alpha_c_p3m": 0.01026225057209662, "bench_spy_p3m": 0.053251412942767695, "bench_c_p3m": 0.053251412942767695, "ret_p6m": 0.10261064805955322, "ret_signed_p6m": 0.10261064805955322, "alpha_spy_p6m": 0.0682669496151933, "alpha_c_p6m": 0.0682669496151933, "bench_spy_p6m": 0.034343698444359916, "bench_c_p6m": 0.034343698444359916, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.051683743526417136, "alpha_spy_stated": -0.06877322451268786, "alpha_c_stated": -0.06877322451268786, "price_path": [-0.2102, -0.2027, -0.2126, -0.2174, -0.2246, -0.2296, -0.2275, -0.2409, -0.2358, -0.2203, -0.2158, -0.2151, -0.2168, -0.2102, -0.2104, -0.2217, -0.2224, -0.2201, -0.225, -0.2245, -0.2258, -0.23, -0.2222, -0.2249, -0.2166, -0.2185, -0.2128, -0.2112, -0.2054, -0.1977, -0.1977, -0.1787, -0.1723, -0.176, -0.165, -0.1555, -0.1574, -0.1543, -0.1556, -0.1539, -0.1451, -0.1434, -0.15, -0.1534, -0.1445, -0.1297, -0.1261, -0.134, -0.1304, -0.1254, -0.111, -0.1034, -0.102, -0.1051, -0.0979, -0.0809, -0.0762, -0.0609, -0.0782, -0.0689, -0.0463, -0.0395, -0.0229, 0.0, -0.0188, 0.0169, -0.0485, -0.0484, -0.0445, -0.0477, -0.0743, -0.0809, -0.0844, -0.0664, -0.0715, -0.0698, -0.0861, -0.0755, -0.0766, -0.071, -0.0456, -0.0418, -0.0264, -0.0343, -0.0517, -0.0626, -0.0557, -0.0542, -0.0545, -0.0559, -0.041, -0.0413, -0.0336, -0.0336, -0.0216, -0.0169, -0.0232, -0.0241, -0.0235, -0.0252, -0.0278, -0.0228, -0.0187, -0.0081, -0.0025, -0.0016, -0.0014, 0.0072, 0.0053, 0.0065, 0.0297, 0.0434, 0.039, 0.039, 0.0512, 0.0054, 0.0062, -0.0004, -0.0004, 0.0046, 0.0311, 0.0422, 0.0322, 0.0379, 0.0455, 0.065, 0.0635, 0.0744, 0.0678, 0.0627, 0.0627, 0.1029, 0.1189, 0.1396, 0.1553, 0.1722, 0.2009, 0.2475, 0.2509, 0.1223, 0.0774, 0.1459, 0.1451, 0.1146, 0.1488, 0.178, 0.1664, 0.1795, 0.1386, 0.1669, 0.1669, 0.1305, 0.156, 0.1592, 0.182, 0.214, 0.1971, 0.1941, 0.2044, 0.2202, 0.236, 0.1808, 0.1901, 0.1758, 0.1944, 0.1919, 0.2053, 0.2013, 0.1777, 0.1624, 0.1614, 0.1585, 0.1218, 0.0756, 0.0427, 0.0191, 0.0194, 0.05, 0.0106, 0.046, 0.0457, 0.0854, 0.1044, 0.0831, 0.0831, 0.0787, 0.0892, 0.0961, 0.1046, 0.1026]}
{"unit_id": "orig:1988653019848696242", "ticker_idx": 0, "ts": "2025-11-12T17:00:01+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "just throwing out absolutely obscene \"projections\" on earnings with absolutely no evidence to support their claims on gains. Why not a quadrillion? This bubble is glorious", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic dismissal of AMD's AI revenue projections as unsupported bubble hype; implied bearish.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Lisa Su and $AMD taking a page out of Larry Ellison and Sam Altman's playbook, just throwing out absolutely obscene \"projections\" on earnings with absolutely no evidence to support their claims on gains.  Why only 1 trillion?  Why not a quadrillion?  This bubble is glorious https://t.co/87fRjJvOEi", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0825447455167253, "ret_signed_m1d": 0.0825447455167253, "alpha_spy_m1d": 0.08198865631753871, "alpha_c_m1d": 0.06994386289957166, "bench_spy_m1d": -0.0005560891991865935, "bench_c_m1d": -0.012600882617153641, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04221873118363728, "ret_signed_p1d": 0.04221873118363728, "alpha_spy_p1d": 0.02562470971289943, "alpha_c_p1d": 0.01209474752237849, "bench_spy_p1d": -0.016594021470737852, "bench_c_p1d": -0.03012398366125879, "ret_p1w": -0.13650588897632854, "ret_signed_p1w": 0.13650588897632854, "alpha_spy_p1w": 0.10614221508334665, "alpha_c_p1w": 0.09124956655698668, "bench_spy_p1w": -0.03036367389298189, "bench_c_p1w": -0.045256322419341855, "ret_p1m": -0.1446947346483235, "ret_signed_p1m": 0.1446947346483235, "alpha_spy_p1m": 0.1531673028606445, "alpha_c_p1m": 0.18789790837105114, "bench_spy_p1m": 0.008472568212321008, "bench_c_p1m": 0.04320317372272764, "ret_p3m": -0.16566886407990844, "ret_signed_p3m": 0.16566886407990844, "alpha_spy_p3m": 0.18413675614884228, "alpha_c_p3m": 0.31301321590616027, "bench_spy_p3m": 0.018467892068933844, "bench_c_p3m": 0.14734435182625183, "ret_p6m": 0.5777355955954917, "ret_signed_p6m": -0.5777355955954917, "alpha_spy_p6m": -0.501108192604808, "alpha_c_p6m": -0.053868226332070446, "bench_spy_p6m": 0.07662740299068371, "bench_c_p6m": 0.5238673692634213, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1446947346483235, "alpha_spy_stated": 0.1531673028606445, "alpha_c_stated": 0.18789790837105114, "price_path": [-0.3143, -0.3196, -0.3567, -0.3619, -0.3676, -0.352, -0.369, -0.3564, -0.3544, -0.3488, -0.3718, -0.3718, -0.373, -0.3737, -0.3751, -0.4162, -0.4152, -0.3981, -0.3838, -0.3987, -0.3875, -0.3775, -0.3802, -0.3852, -0.39, -0.3921, -0.3828, -0.3785, -0.3786, -0.3771, -0.3841, -0.3767, -0.3751, -0.3665, -0.3444, -0.3639, -0.2131, -0.183, -0.0901, -0.1004, -0.1699, -0.164, -0.1576, -0.0784, -0.094, -0.0997, -0.0708, -0.0806, -0.1107, -0.0923, -0.0231, 0.003, -0.0034, 0.021, -0.0156, -0.0107, 0.0029, -0.0341, -0.0099, -0.0818, -0.0979, -0.0576, -0.0825, 0.0, -0.0422, -0.0467, -0.071, -0.1105, -0.1365, -0.2042, -0.2129, -0.1693, -0.2038, -0.1725, -0.1725, -0.1598, -0.1511, -0.1686, -0.1595, -0.1657, -0.1581, -0.1459, -0.144, -0.1447, -0.1447, -0.1858, -0.1982, -0.1921, -0.2348, -0.2234, -0.1756, -0.1697, -0.1699, -0.1694, -0.1694, -0.1696, -0.1672, -0.1682, -0.1728, -0.1728, -0.1368, -0.146, -0.172, -0.1888, -0.2094, -0.2152, -0.1978, -0.1465, -0.1363, -0.1196, -0.1045, -0.1045, -0.1042, -0.0351, -0.0199, 0.0031, -0.0293, -0.0265, -0.0238, -0.0259, -0.0856, -0.0487, -0.0648, -0.2267, -0.2564, -0.1949, -0.1657, -0.1751, -0.175, -0.2045, -0.1992, -0.1992, -0.2156, -0.227, -0.2145, -0.2269, -0.2406, -0.174, -0.1855, -0.2133, -0.2267, -0.2328, -0.2624, -0.2195, -0.2296, -0.2567, -0.2171, -0.215, -0.2088, -0.2362, -0.253, -0.2407, -0.2417, -0.2296, -0.2071, -0.2223, -0.2171, -0.2067, -0.1492, -0.2129, -0.2198, -0.2428, -0.2142, -0.188, -0.1599, -0.1599, -0.1495, -0.1443, -0.1046, -0.0859, -0.0535, -0.0466, -0.0148, -0.003, 0.0748, 0.0753, 0.062, 0.0989, 0.1722, 0.1794, 0.3435, 0.2926, 0.2484, 0.3021, 0.3693, 0.3926, 0.3192, 0.3722, 0.6277, 0.5777]}
{"unit_id": "orig:1983909734198767748", "ticker_idx": 0, "ts": "2025-10-30T14:51:54+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm breaking that rule... what I feel is an absolutely ridiculous reaction to a one-time tax expense", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Bought META 720c Jan 2026 calls, viewing the 12% post-earnings drop as an overreaction to a one-time tax expense.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META 1/16/26 720c $23.50\n\n#Bonkiversity students know I've got a rule about trading equities for a period of time after a violent move based on earnings.\n\n$META down $90 a share, or 12%, on its earnings from last night.  Given I've got some gains from $META scalps earlier this week (called out right here) and what I feel is an absolutely ridiculous reaction to a one-time tax expense, I'm breaking that rule (also, I'm just so busy these days that I'm not interested in bottom sniping)\n\nProbably won't matter if you don't.\n\nIt should be noted, however, that hidden in $META's earnings report is the fact that capex has completely eaten opex, as the insatiable hunger for AI spend is reaching breakneck levels - at all of the companies participating in that war.  This does represent a notable risk.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.12783780372310893, "ret_signed_m1d": 0.12783780372310893, "alpha_spy_m1d": 0.11671735449170395, "alpha_c_m1d": 0.11060546646579628, "bench_spy_m1d": 0.011120449231404983, "bench_c_m1d": 0.017232337257312658, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02718798606980577, "ret_signed_p1d": -0.02718798606980577, "alpha_spy_p1d": -0.030468266680521272, "alpha_c_p1d": -0.03147417397804608, "bench_spy_p1d": 0.0032802806107155025, "bench_c_p1d": 0.004286187908240313, "ret_p1w": -0.07131601513666552, "ret_signed_p1w": -0.07131601513666552, "alpha_spy_p1w": -0.05731256673377305, "alpha_c_p1w": -0.05452100149910022, "bench_spy_p1w": -0.014003448402892471, "bench_c_p1w": -0.016795013637565304, "ret_p1m": -0.027788102827465466, "ret_signed_p1m": -0.027788102827465466, "alpha_spy_p1m": -0.03302472365266962, "alpha_c_p1m": -0.03714780892664893, "bench_spy_p1m": 0.005236620825204152, "bench_c_p1m": 0.009359706099183462, "ret_p3m": 0.010576438656545673, "ret_signed_p3m": 0.010576438656545673, "alpha_spy_p3m": -0.01548170239859048, "alpha_c_p3m": -0.015302225162961314, "bench_spy_p3m": 0.026058141055136153, "bench_c_p3m": 0.025878663819506986, "ret_p6m": 0.014537833040950021, "ret_signed_p6m": 0.014537833040950021, "alpha_spy_p6m": -0.04161618286042024, "alpha_c_p6m": -0.0026415095402789746, "bench_spy_p6m": 0.05615401590137026, "bench_c_p6m": 0.017179342581228996, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.027788102827465466, "alpha_spy_stated": -0.03302472365266962, "alpha_c_stated": -0.03714780892664893, "price_path": [0.1641, 0.1448, 0.1575, 0.1423, 0.1535, 0.1484, 0.1846, 0.1697, 0.1727, 0.1774, 0.1506, 0.1268, 0.1212, 0.1082, 0.1318, 0.1295, 0.1307, 0.1206, 0.1262, 0.1076, 0.1076, 0.1022, 0.1052, 0.1225, 0.1282, 0.128, 0.1481, 0.1275, 0.1259, 0.133, 0.1466, 0.1681, 0.1631, 0.1699, 0.1671, 0.1481, 0.1334, 0.1413, 0.1237, 0.116, 0.1154, 0.1019, 0.0763, 0.0909, 0.0662, 0.0738, 0.0699, 0.0771, 0.1006, 0.0583, 0.0739, 0.0633, 0.0766, 0.0684, 0.0757, 0.0986, 0.1002, 0.1004, 0.1013, 0.1079, 0.1266, 0.1275, 0.1278, 0.0, -0.0272, -0.0432, -0.0587, -0.0458, -0.0713, -0.0672, -0.0521, -0.0591, -0.0862, -0.0849, -0.0855, -0.0967, -0.1032, -0.1143, -0.116, -0.1084, -0.0802, -0.0454, -0.0493, -0.0493, -0.0278, -0.0384, -0.0291, -0.0403, -0.0074, 0.0104, 0.0005, -0.0143, -0.0245, -0.0206, -0.0334, -0.0277, -0.0132, -0.0247, -0.0022, -0.0107, -0.0066, -0.0015, 0.0024, 0.0024, -0.004, -0.0109, 0.0, -0.0088, -0.0088, -0.0233, -0.0107, -0.008, -0.0259, -0.0298, -0.0193, -0.036, -0.0523, -0.0757, -0.0678, -0.0686, -0.0686, -0.0928, -0.0795, -0.0275, -0.0108, 0.0097, 0.0106, 0.0042, 0.1087, 0.0759, 0.0608, 0.0387, 0.0046, 0.0064, -0.0067, 0.017, 0.0072, 0.0041, -0.0242, -0.0393, -0.0393, -0.04, -0.0341, -0.0318, -0.0154, -0.0431, -0.04, -0.0184, -0.0134, -0.0266, -0.0186, -0.0163, 0.0027, -0.008, -0.0316, -0.0278, -0.0178, -0.0166, -0.0417, -0.0784, -0.057, -0.0642, -0.0747, -0.0882, -0.1078, -0.0921, -0.1089, -0.1059, -0.1771, -0.2099, -0.1938, -0.1401, -0.1294, -0.1366, -0.1366, -0.1388, -0.1357, -0.0796, -0.0556, -0.0534, -0.0463, -0.0043, 0.0094, 0.0173, 0.0349, 0.0083, 0.0052, 0.0141, -0.0093, 0.0145]}
{"unit_id": "quote:1983962152215158833", "ticker_idx": 0, "ts": "2025-10-30T18:20:11+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Know what's not struggling? $CRM", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish CRM near 52-week lows; highlights November as its historically best month.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "The markets have really been struggling.  Know what's not struggling?  $CRM", "reply_text": null, "parent_text": null, "quoted_text": "I have no idea what the contract is trading at at the moment you're reading this.  I will simply say 2 things:\n\n1)  $CRM is trading near 52 week lows and\n2) Look back 5, 10 years, whatever, and look at $CRM's performance mo:mo; November is THE best month of the year for it.", "parent_author": null, "ret_m1d": -0.02022200234567706, "ret_signed_m1d": -0.02022200234567706, "alpha_spy_m1d": -0.03134245157708204, "alpha_c_m1d": -0.03134245157708204, "bench_spy_m1d": 0.011120449231404983, "bench_c_m1d": 0.011120449231404983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014650392512268295, "ret_signed_p1d": 0.014650392512268295, "alpha_spy_p1d": 0.011370111901552793, "alpha_c_p1d": 0.011370111901552793, "bench_spy_p1d": 0.0032802806107155025, "bench_c_p1d": 0.0032802806107155025, "ret_p1w": -0.06771861952499736, "ret_signed_p1w": -0.06771861952499736, "alpha_spy_p1w": -0.05371517112210489, "alpha_c_p1w": -0.05371517112210489, "bench_spy_p1w": -0.014003448402892471, "bench_c_p1w": -0.014003448402892471, "ret_p1m": -0.10173386200813883, "ret_signed_p1m": -0.10173386200813883, "alpha_spy_p1m": -0.10697048283334298, "alpha_c_p1m": -0.10697048283334298, "bench_spy_p1m": 0.005236620825204152, "bench_c_p1m": 0.005236620825204152, "ret_p3m": -0.10812823782772585, "ret_signed_p3m": -0.10812823782772585, "alpha_spy_p3m": -0.134186378882862, "alpha_c_p3m": -0.134186378882862, "bench_spy_p3m": 0.026058141055136153, "bench_c_p3m": 0.026058141055136153, "ret_p6m": -0.30296557528487866, "ret_signed_p6m": -0.30296557528487866, "alpha_spy_p6m": -0.3591195911862489, "alpha_c_p6m": -0.3591195911862489, "bench_spy_p6m": 0.05615401590137026, "bench_c_p6m": 0.05615401590137026, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.10173386200813883, "alpha_spy_stated": -0.10697048283334298, "alpha_c_stated": -0.10697048283334298, "price_path": [-0.0186, -0.0374, -0.0308, -0.0631, -0.0645, -0.095, -0.0989, -0.0781, -0.0923, -0.057, -0.0511, -0.0432, -0.0414, -0.0438, -0.0343, -0.0359, -0.052, -0.027, -0.01, -0.0033, -0.0033, -0.0165, -0.0025, -0.0509, -0.0246, -0.0188, -0.0196, -0.0565, -0.0421, -0.0558, -0.0567, -0.0692, -0.0563, -0.0482, -0.0372, -0.0271, -0.0471, -0.0419, -0.0612, -0.0515, -0.045, -0.0766, -0.0817, -0.0692, -0.0635, -0.0424, -0.0659, -0.0632, -0.0441, -0.0583, -0.0308, -0.0658, -0.0782, -0.0415, -0.0529, -0.0092, 0.0263, -0.0, -0.0062, -0.0071, -0.0046, -0.0093, -0.0202, 0.0, 0.0147, 0.0183, -0.0086, -0.0155, -0.0677, -0.0653, -0.0582, -0.0473, -0.0414, -0.0632, -0.0506, -0.0764, -0.0902, -0.1121, -0.1219, -0.1151, -0.1162, -0.0878, -0.111, -0.111, -0.1017, -0.0928, -0.0855, -0.0699, -0.0358, 0.0153, 0.0112, 0.017, 0.0294, 0.0222, 0.0217, -0.0081, -0.0068, 0.0058, 0.0063, 0.0143, 0.0328, 0.0281, 0.0352, 0.0352, 0.0384, 0.039, 0.0378, 0.0339, 0.0339, -0.0102, 0.0001, 0.026, 0.0386, 0.0168, 0.0145, 0.0123, -0.0592, -0.065, -0.0886, -0.1137, -0.1137, -0.1411, -0.1353, -0.1098, -0.11, -0.1047, -0.1081, -0.1104, -0.1645, -0.1715, -0.1773, -0.2336, -0.2217, -0.2586, -0.2532, -0.2428, -0.245, -0.278, -0.2763, -0.2596, -0.2596, -0.2808, -0.2671, -0.2769, -0.2774, -0.3047, -0.2764, -0.2517, -0.2215, -0.2398, -0.247, -0.2349, -0.2465, -0.214, -0.2112, -0.2242, -0.2393, -0.2424, -0.2223, -0.2475, -0.2259, -0.2378, -0.2416, -0.239, -0.2375, -0.2383, -0.2857, -0.2899, -0.2755, -0.3002, -0.2779, -0.2715, -0.2732, -0.2695, -0.2695, -0.2779, -0.286, -0.3117, -0.3316, -0.3546, -0.3239, -0.3298, -0.3052, -0.291, -0.2874, -0.2712, -0.2679, -0.2574, -0.322, -0.303]}
{"unit_id": "orig:1965110195971088780", "ticker_idx": 0, "ts": "2025-09-08T17:49:15+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AAPL 12/19 225p $6.20", "tweet_type": "prediction", "timeline": "weeks", "summary": "Buying AAPL Dec 19 $225 put at $6.20; bearish position into expiry.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "und", "tweet_text": "$AAPL 12/19 225p $6.20", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.007608845210994586, "ret_signed_m1d": -0.007608845210994586, "alpha_spy_m1d": -0.01005965144693699, "alpha_c_m1d": -0.015047519421083844, "bench_spy_m1d": -0.0024508062359424043, "bench_c_m1d": -0.007438674210089258, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014839387013392713, "ret_signed_p1d": 0.014839387013392713, "alpha_spy_p1d": 0.017151117537409277, "alpha_c_p1d": 0.016765236764947122, "bench_spy_p1d": 0.002311730524016564, "bench_c_p1d": 0.0019258497515544093, "ret_p1w": -0.00496046404531969, "ret_signed_p1w": 0.00496046404531969, "alpha_spy_p1w": 0.02357848975649135, "alpha_c_p1w": 0.03701889139953651, "bench_spy_p1w": 0.01861802571117166, "bench_c_p1w": 0.03205842735421682, "ret_p1m": 0.07819070235588277, "ret_signed_p1m": -0.07819070235588277, "alpha_spy_p1m": -0.04406004271674524, "alpha_c_p1m": 0.0019254572185583019, "bench_spy_p1m": 0.03413065963913753, "bench_c_p1m": 0.08011615957444107, "ret_p3m": 0.1811505968554823, "ret_signed_p3m": -0.1811505968554823, "alpha_spy_p3m": -0.12342004115314564, "alpha_c_p3m": -0.08065548743782824, "bench_spy_p3m": 0.05773055570233665, "bench_c_p3m": 0.10049510941765405, "ret_p6m": 0.1108656702554136, "ret_signed_p6m": -0.1108656702554136, "alpha_spy_p6m": -0.056302834264478685, "alpha_c_p6m": -0.06955194105823548, "bench_spy_p6m": 0.05456283599093492, "bench_c_p6m": 0.04131372919717813, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.07819070235588277, "alpha_spy_stated": -0.04406004271674524, "alpha_c_stated": 0.0019254572185583019, "price_path": [-0.1653, -0.1636, -0.1751, -0.1668, -0.1785, -0.1746, -0.1746, -0.156, -0.1539, -0.1589, -0.1536, -0.156, -0.1557, -0.1385, -0.1274, -0.108, -0.1033, -0.1033, -0.1184, -0.1182, -0.1134, -0.1081, -0.1133, -0.124, -0.1219, -0.1175, -0.1181, -0.1132, -0.1078, -0.0997, -0.1008, -0.1024, -0.1019, -0.1012, -0.1129, -0.1222, -0.1284, -0.1502, -0.1461, -0.1479, -0.1046, -0.0761, -0.037, -0.045, -0.0346, -0.0191, -0.0214, -0.0264, -0.0294, -0.0308, -0.0499, -0.0546, -0.0425, -0.0451, -0.036, -0.0311, -0.0224, -0.0241, -0.0241, -0.0343, 0.0025, 0.008, 0.0076, 0.0, -0.0148, -0.0466, -0.033, -0.016, -0.005, 0.0011, 0.0047, 0.0, 0.032, 0.0765, 0.0696, 0.0607, 0.0798, 0.0739, 0.0696, 0.0704, 0.0739, 0.0809, 0.0847, 0.0791, 0.0782, 0.0848, 0.0679, 0.0311, 0.0411, 0.0416, 0.0482, 0.0402, 0.0606, 0.1024, 0.1046, 0.0865, 0.0912, 0.1048, 0.13, 0.1308, 0.1338, 0.1409, 0.1366, 0.131, 0.1352, 0.1356, 0.1341, 0.1286, 0.1337, 0.1582, 0.1507, 0.1485, 0.1463, 0.1254, 0.1254, 0.1301, 0.1203, 0.1424, 0.161, 0.1655, 0.1679, 0.1679, 0.1734, 0.1912, 0.2043, 0.1957, 0.1812, 0.1731, 0.1693, 0.1663, 0.1731, 0.1699, 0.171, 0.1534, 0.1555, 0.1439, 0.1453, 0.1516, 0.1402, 0.1461, 0.1522, 0.1522, 0.1504, 0.1519, 0.1491, 0.144, 0.144, 0.1404, 0.1246, 0.104, 0.0954, 0.09, 0.0914, 0.0951, 0.0985, 0.0939, 0.0865, 0.0752, 0.0752, 0.0381, 0.0421, 0.045, 0.0437, 0.0747, 0.0868, 0.0791, 0.0868, 0.0919, 0.1362, 0.1339, 0.1634, 0.161, 0.1703, 0.1566, 0.1527, 0.1604, 0.1024, 0.0773, 0.0773, 0.1114, 0.1134, 0.0975, 0.1144, 0.1211, 0.1462, 0.155, 0.1496, 0.1127, 0.115, 0.1109]}
{"unit_id": "quote:1962937942319759852", "ticker_idx": 0, "ts": "2025-09-02T17:57:29+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Take $11.10 here. Yes, this is smaller than the usual return (same with $CELH) but there's a Mr. Miyagi moment coming.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long CRM via 10/17 260c, taking profit at $11.10 with a bigger move anticipated ahead.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "Take $11.10 here.\n\nYes, this is smaller than the usual return (same with $CELH) but there's a Mr. Miyagi moment coming.  It'll become clear later. https://t.co/2wgdJ5hJq9", "reply_text": null, "parent_text": null, "quoted_text": "$CRM 10/17 260c $10", "parent_author": null, "ret_m1d": 0.01340662522348568, "ret_signed_m1d": 0.01340662522348568, "alpha_spy_m1d": 0.005941007231785589, "alpha_c_m1d": 0.005941007231785589, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.007465617991700091, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014197653198695148, "ret_signed_p1d": 0.014197653198695148, "alpha_spy_p1d": 0.008778093485287464, "alpha_c_p1d": 0.008778093485287464, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": 0.0054195597134076845, "ret_p1w": -0.0031638691052648937, "ret_signed_p1w": -0.0031638691052648937, "alpha_spy_p1w": -0.018876016209962154, "alpha_c_p1w": -0.018876016209962154, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.01571214710469726, "ret_p1m": -0.0662800956493158, "ret_signed_p1m": -0.0662800956493158, "alpha_spy_p1m": -0.11318734921095508, "alpha_c_p1m": -0.11318734921095508, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.04690725356163927, "ret_p3m": -0.0866826324988551, "ret_signed_p3m": -0.0866826324988551, "alpha_spy_p3m": -0.1569883789587504, "alpha_c_p3m": -0.1569883789587504, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.07030574645989529, "ret_p6m": -0.2391285702709568, "ret_signed_p6m": -0.2391285702709568, "alpha_spy_p6m": -0.327928057136499, "alpha_c_p6m": -0.327928057136499, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.08879948686554218, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0662800956493158, "alpha_spy_stated": -0.11318734921095508, "alpha_c_stated": -0.11318734921095508, "price_path": [0.0548, 0.0839, 0.075, 0.0591, 0.0499, 0.0539, 0.0203, 0.0419, 0.0375, 0.0263, 0.0263, 0.0307, 0.0417, 0.0724, 0.0589, 0.0707, 0.0813, 0.0784, 0.0753, 0.0647, 0.0763, 0.0763, 0.067, 0.0822, 0.0714, 0.0439, 0.0206, 0.027, 0.0187, 0.0201, 0.0278, 0.0376, 0.0373, 0.0424, 0.0568, 0.0587, 0.0643, 0.0688, 0.0575, 0.0473, 0.0216, -0.0084, -0.0021, -0.0212, -0.0146, -0.0474, -0.0488, -0.0798, -0.0838, -0.0626, -0.0771, -0.0412, -0.0352, -0.0271, -0.0254, -0.0278, -0.0181, -0.0197, -0.0361, -0.0107, 0.0066, 0.0134, 0.0134, 0.0, 0.0142, -0.035, -0.0083, -0.0023, -0.0032, -0.0407, -0.026, -0.0399, -0.0409, -0.0536, -0.0405, -0.0322, -0.0211, -0.0108, -0.0311, -0.0259, -0.0454, -0.0356, -0.029, -0.0611, -0.0663, -0.0536, -0.0478, -0.0263, -0.0502, -0.0475, -0.0281, -0.0425, -0.0145, -0.0501, -0.0628, -0.0254, -0.037, 0.0074, 0.0435, 0.0167, 0.0104, 0.0095, 0.0121, 0.0073, -0.0038, 0.0168, 0.0317, 0.0353, 0.008, 0.001, -0.0521, -0.0497, -0.0424, -0.0314, -0.0254, -0.0475, -0.0347, -0.061, -0.075, -0.0972, -0.1072, -0.1003, -0.1014, -0.0725, -0.0962, -0.0962, -0.0867, -0.0776, -0.0702, -0.0543, -0.0197, 0.0323, 0.0282, 0.0341, 0.0467, 0.0393, 0.0389, 0.0086, 0.0099, 0.0227, 0.0232, 0.0313, 0.0501, 0.0453, 0.0526, 0.0526, 0.0558, 0.0564, 0.0552, 0.0512, 0.0512, 0.0064, 0.0168, 0.0432, 0.056, 0.0338, 0.0315, 0.0293, -0.0435, -0.0494, -0.0733, -0.0988, -0.0988, -0.1268, -0.1208, -0.0949, -0.0951, -0.0897, -0.0932, -0.0954, -0.1505, -0.1576, -0.1635, -0.2208, -0.2086, -0.2462, -0.2407, -0.2301, -0.2324, -0.2659, -0.2642, -0.2472, -0.2472, -0.2687, -0.2548, -0.2648, -0.2653, -0.2931, -0.2642, -0.2391]}
{"unit_id": "orig:1983961665063551335", "ticker_idx": 0, "ts": "2025-10-30T18:18:15+00:00", "symbol": "BA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the rebound to $220 the moment another country gets Trump to TACO on tariffs by promising to buy a couple of airplanes will be swift", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish BA: expects swift rebound to $220 on any tariff concession involving airplane purchases.", "resolved_tickers": ["BA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Aerospace & Defense'", "bench_c_industry": "Aerospace & Defense", "unit_kind": "original", "lang": "en", "tweet_text": "Keep your eye on $BA.\n\nI'm leery of calling a specific play here because I think this could be the start of a multi-day reversal on the markets at large, but while you might not snipe a bottom at $200, the rebound to $220 the moment another country gets Trump to TACO on tariffs by promising to buy a couple of airplanes will be swift.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06747301017819485, "ret_signed_m1d": 0.06747301017819485, "alpha_spy_m1d": 0.056352560946789865, "alpha_c_m1d": 0.06495198058887675, "bench_spy_m1d": 0.011120449231404983, "bench_c_m1d": 0.0025210295893181023, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.004698132910854191, "ret_signed_p1d": 0.004698132910854191, "alpha_spy_p1d": 0.001417852300138689, "alpha_c_p1d": 0.0023063359891724033, "bench_spy_p1d": 0.0032802806107155025, "bench_c_p1d": 0.002391796921681788, "ret_p1w": -0.017892851850719205, "ret_signed_p1w": -0.017892851850719205, "alpha_spy_p1w": -0.0038894034478267336, "alpha_c_p1w": -0.0043171685553219374, "bench_spy_p1w": -0.014003448402892471, "bench_c_p1w": -0.013575683295397267, "ret_p1m": -0.05537785750527191, "ret_signed_p1m": -0.05537785750527191, "alpha_spy_p1m": -0.06061447833047606, "alpha_c_p1m": -0.04891324641222561, "bench_spy_p1m": 0.005236620825204152, "bench_c_p1m": -0.006464611093046302, "ret_p3m": 0.22231105218150415, "ret_signed_p3m": 0.22231105218150415, "alpha_spy_p3m": 0.196252911126368, "alpha_c_p3m": 0.1516191948718384, "bench_spy_p3m": 0.026058141055136153, "bench_c_p3m": 0.07069185730966576, "ret_p6m": 0.16173530744804765, "ret_signed_p6m": 0.16173530744804765, "alpha_spy_p6m": 0.10558129154667739, "alpha_c_p6m": 0.039833566360436556, "bench_spy_p6m": 0.05615401590137026, "bench_c_p6m": 0.12190174108761109, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.017892851850719205, "alpha_spy_stated": -0.0038894034478267336, "alpha_c_stated": -0.0043171685553219374, "price_path": [0.1113, 0.1239, 0.1248, 0.1362, 0.1451, 0.1293, 0.1626, 0.1664, 0.1655, 0.1758, 0.1616, 0.1246, 0.1276, 0.1219, 0.1501, 0.1339, 0.1737, 0.1776, 0.1803, 0.1729, 0.1729, 0.1864, 0.1614, 0.1533, 0.1476, 0.1543, 0.1471, 0.1371, 0.0995, 0.0793, 0.0783, 0.0747, 0.0727, 0.0779, 0.0778, 0.06, 0.0813, 0.0751, 0.0672, 0.1059, 0.085, 0.0787, 0.0756, 0.0867, 0.0811, 0.0982, 0.1087, 0.1261, 0.0796, 0.0532, 0.0774, 0.0711, 0.0696, 0.059, 0.0643, 0.0837, 0.0859, 0.0825, 0.0884, 0.1063, 0.1146, 0.1162, 0.0675, 0.0, 0.0047, 0.0223, -0.0101, -0.0123, -0.0179, -0.0273, -0.0263, -0.0243, -0.0229, -0.0275, -0.0278, -0.0413, -0.0522, -0.0719, -0.1035, -0.1019, -0.1048, -0.0882, -0.0658, -0.0658, -0.0554, -0.0681, 0.0265, 0.0123, 0.0089, 0.009, 0.0309, 0.0014, -0.0068, 0.0031, 0.0215, 0.0271, 0.0331, 0.0312, 0.0409, 0.07, 0.0838, 0.0838, 0.0904, 0.0904, 0.0818, 0.0858, 0.0921, 0.0852, 0.0852, 0.1384, 0.1402, 0.1487, 0.1401, 0.1364, 0.1722, 0.1986, 0.2223, 0.2126, 0.2382, 0.2379, 0.2379, 0.2445, 0.2499, 0.2565, 0.2602, 0.2417, 0.2223, 0.2075, 0.1697, 0.1681, 0.1646, 0.1653, 0.1793, 0.1843, 0.2147, 0.2231, 0.2125, 0.1808, 0.1963, 0.2143, 0.2143, 0.2197, 0.1942, 0.1681, 0.1597, 0.1517, 0.1665, 0.1513, 0.1466, 0.1372, 0.1482, 0.1202, 0.1361, 0.1099, 0.1551, 0.1246, 0.0884, 0.0701, 0.0234, 0.049, 0.0669, 0.0537, 0.0295, 0.0055, -0.0248, -0.0083, -0.0183, -0.0023, -0.0286, -0.0478, -0.0543, -0.0052, 0.0362, 0.0407, 0.0407, 0.0611, 0.0496, 0.0886, 0.0999, 0.0877, 0.1103, 0.1184, 0.1192, 0.094, 0.1165, 0.125, 0.0954, 0.1559, 0.1703, 0.1617]}
{"unit_id": "quote:1965525733478183230", "ticker_idx": 0, "ts": "2025-09-09T21:20:27+00:00", "symbol": "Oracle", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "If a big AI company has earnings coming up…the sales rep responds back with…our backlog has increased dramatically this quarter and is only getting worse…That's generally a pretty good sign you can be bullish on earnings", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bullish Oracle into earnings: channel check via LinkedIn sales rep confirms dramatically growing backlog, implying strong beat.", "resolved_tickers": ["ORCL"], "resolution_method": "exchange_ticker", "resolution_reason": "Oracle Corporation US equity, AI/cloud earnings context", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "For the record, in case there's someone at least a little intellectually curious (that space was abyssmal with lemmings not wanting to learn, perhaps?):  Just like the ORACLE in this meme, there was no magic involved in this.\n\nNo insider information. No special access.\n\nIt's really quite simple:  If a big AI company has earnings coming up, and you go to LinkedIn and talk to one of the many, MANY sales reps that have been in your inbox for years trying to push product down your throat, and you open up a conversation with \"Hi there, we're in the early stages of planning out an OCI/BMC infrastructure project, but we're moving fast and I'd like to get a quote and some timeline\"\n\n...and the sales rep responds back with \"I'd love to talk to you, just so you know our backlog has increased dramatically this quarter and is only getting worse.  So without paying a huge premium you aren't going to be able to move quickly, but you should still lock in before it gets worse\"?\n\nThat's generally a pretty good sign you can be bullish on earnings.\n\nBut I guess y'all aren't ready for that conversation.", "reply_text": null, "parent_text": null, "quoted_text": "https://t.co/BTExwUXhcp", "parent_author": null, "ret_m1d": -0.2644290153310498, "ret_signed_m1d": -0.2644290153310498, "alpha_spy_m1d": -0.2615464940011658, "alpha_c_m1d": -0.2615464940011658, "bench_spy_m1d": -0.0028825213298839802, "bench_c_m1d": -0.0028825213298839802, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06234570092915992, "ret_signed_p1d": -0.06234570092915992, "alpha_spy_p1d": -0.07065587128510398, "alpha_c_p1d": -0.07065587128510398, "bench_spy_p1d": 0.008310170355944058, "bench_c_p1d": 0.008310170355944058, "ret_p1w": -0.0819905904558732, "ret_signed_p1w": -0.0819905904558732, "alpha_spy_p1w": -0.09267733325490213, "alpha_c_p1w": -0.09267733325490213, "bench_spy_p1w": 0.010686742799028925, "bench_c_p1w": 0.010686742799028925, "ret_p1m": -0.0939744986196519, "ret_signed_p1m": -0.0939744986196519, "alpha_spy_p1m": -0.1258824987842434, "alpha_c_p1m": -0.1258824987842434, "bench_spy_p1m": 0.0319080001645915, "bench_c_p1m": 0.0319080001645915, "ret_p3m": -0.32713201700391803, "ret_signed_p3m": -0.32713201700391803, "alpha_spy_p3m": -0.3782126581405354, "alpha_c_p3m": -0.3782126581405354, "bench_spy_p3m": 0.051080641136617366, "bench_c_p3m": 0.051080641136617366, "ret_p6m": -0.5264870488785356, "ret_signed_p6m": -0.5264870488785356, "alpha_spy_p6m": -0.5770959995588534, "alpha_c_p6m": -0.5770959995588534, "bench_spy_p6m": 0.05060895068031779, "bench_c_p6m": 0.05060895068031779, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0939744986196519, "alpha_spy_stated": -0.1258824987842434, "alpha_c_stated": -0.1258824987842434, "price_path": [-0.3459, -0.3584, -0.3673, -0.3591, -0.3591, -0.3764, -0.3708, -0.3457, -0.3596, -0.3532, -0.361, -0.3355, -0.3345, -0.301, -0.2787, -0.2787, -0.2941, -0.2873, -0.2833, -0.2843, -0.2978, -0.3017, -0.2844, -0.2651, -0.2424, -0.2524, -0.2582, -0.2748, -0.2632, -0.2604, -0.2534, -0.2455, -0.2386, -0.2367, -0.2271, -0.2556, -0.2309, -0.2213, -0.219, -0.2404, -0.2384, -0.2304, -0.2268, -0.2563, -0.2539, -0.2438, -0.2414, -0.2854, -0.2841, -0.2899, -0.2801, -0.283, -0.2867, -0.2818, -0.2681, -0.3113, -0.3113, -0.3138, -0.3194, -0.3208, -0.291, -0.2737, -0.2644, 0.0, -0.0623, -0.1101, -0.0798, -0.066, -0.082, -0.0966, -0.0599, -0.0005, -0.0442, -0.0605, -0.1127, -0.1367, -0.1388, -0.1434, -0.1198, -0.1205, -0.1285, -0.1119, -0.1343, -0.1209, -0.094, -0.1062, -0.0603, -0.0878, -0.0737, -0.045, -0.1112, -0.1543, -0.1605, -0.1681, -0.1455, -0.1356, -0.1414, -0.1432, -0.1601, -0.2162, -0.1988, -0.2133, -0.2428, -0.2363, -0.2562, -0.27, -0.2652, -0.2795, -0.3075, -0.3362, -0.3201, -0.3292, -0.3273, -0.3119, -0.3572, -0.3936, -0.3889, -0.3989, -0.3747, -0.3747, -0.3839, -0.3869, -0.3864, -0.3662, -0.3461, -0.3362, -0.3271, -0.3241, -0.3196, -0.3933, -0.4204, -0.4358, -0.4244, -0.4555, -0.4507, -0.4143, -0.3947, -0.404, -0.3975, -0.3975, -0.3959, -0.4039, -0.3983, -0.4053, -0.4053, -0.4029, -0.4124, -0.4089, -0.4116, -0.4214, -0.3927, -0.3739, -0.3812, -0.4077, -0.4192, -0.4154, -0.4154, -0.4496, -0.4681, -0.4549, -0.4581, -0.4419, -0.465, -0.4714, -0.483, -0.4965, -0.5104, -0.5269, -0.5513, -0.5825, -0.5631, -0.521, -0.5109, -0.5192, -0.5213, -0.5101, -0.5101, -0.529, -0.5223, -0.5211, -0.547, -0.5677, -0.5529, -0.5476, -0.5402, -0.5552, -0.5434, -0.5442, -0.5339, -0.5265]}
{"unit_id": "quote:1965518355387089069", "ticker_idx": 0, "ts": "2025-09-09T20:51:08+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "BMC rev up 77% with a 5 year outlook that basically doubles. Also, there's a 360% increase in backlog, meaning that they can't even build out fast enough.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish ORCL: cloud/BMC revenue +77%, 5-year outlook doubling, backlog +360% showing demand far outstrips capacity.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "As always, you have to look under the hood.  BMC rev up 77% with a 5 year outlook that basically doubles.\n\nAlso, there's a 360% increase in backlog, meaning that they can't even build out fast enough.\n\nIt's always the details.", "reply_text": null, "parent_text": null, "quoted_text": "When's the last time a large cap stock had a double miss and went up 23%? $ORCL", "parent_author": null, "ret_m1d": -0.2644290153310498, "ret_signed_m1d": -0.2644290153310498, "alpha_spy_m1d": -0.2615464940011658, "alpha_c_m1d": -0.2615464940011658, "bench_spy_m1d": -0.0028825213298839802, "bench_c_m1d": -0.0028825213298839802, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06234570092915992, "ret_signed_p1d": -0.06234570092915992, "alpha_spy_p1d": -0.07065587128510398, "alpha_c_p1d": -0.07065587128510398, "bench_spy_p1d": 0.008310170355944058, "bench_c_p1d": 0.008310170355944058, "ret_p1w": -0.0819905904558732, "ret_signed_p1w": -0.0819905904558732, "alpha_spy_p1w": -0.09267733325490213, "alpha_c_p1w": -0.09267733325490213, "bench_spy_p1w": 0.010686742799028925, "bench_c_p1w": 0.010686742799028925, "ret_p1m": -0.0939744986196519, "ret_signed_p1m": -0.0939744986196519, "alpha_spy_p1m": -0.1258824987842434, "alpha_c_p1m": -0.1258824987842434, "bench_spy_p1m": 0.0319080001645915, "bench_c_p1m": 0.0319080001645915, "ret_p3m": -0.32713201700391803, "ret_signed_p3m": -0.32713201700391803, "alpha_spy_p3m": -0.3782126581405354, "alpha_c_p3m": -0.3782126581405354, "bench_spy_p3m": 0.051080641136617366, "bench_c_p3m": 0.051080641136617366, "ret_p6m": -0.5264870488785356, "ret_signed_p6m": -0.5264870488785356, "alpha_spy_p6m": -0.5770959995588534, "alpha_c_p6m": -0.5770959995588534, "bench_spy_p6m": 0.05060895068031779, "bench_c_p6m": 0.05060895068031779, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0939744986196519, "alpha_spy_stated": -0.1258824987842434, "alpha_c_stated": -0.1258824987842434, "price_path": [-0.3459, -0.3584, -0.3673, -0.3591, -0.3591, -0.3764, -0.3708, -0.3457, -0.3596, -0.3532, -0.361, -0.3355, -0.3345, -0.301, -0.2787, -0.2787, -0.2941, -0.2873, -0.2833, -0.2843, -0.2978, -0.3017, -0.2844, -0.2651, -0.2424, -0.2524, -0.2582, -0.2748, -0.2632, -0.2604, -0.2534, -0.2455, -0.2386, -0.2367, -0.2271, -0.2556, -0.2309, -0.2213, -0.219, -0.2404, -0.2384, -0.2304, -0.2268, -0.2563, -0.2539, -0.2438, -0.2414, -0.2854, -0.2841, -0.2899, -0.2801, -0.283, -0.2867, -0.2818, -0.2681, -0.3113, -0.3113, -0.3138, -0.3194, -0.3208, -0.291, -0.2737, -0.2644, 0.0, -0.0623, -0.1101, -0.0798, -0.066, -0.082, -0.0966, -0.0599, -0.0005, -0.0442, -0.0605, -0.1127, -0.1367, -0.1388, -0.1434, -0.1198, -0.1205, -0.1285, -0.1119, -0.1343, -0.1209, -0.094, -0.1062, -0.0603, -0.0878, -0.0737, -0.045, -0.1112, -0.1543, -0.1605, -0.1681, -0.1455, -0.1356, -0.1414, -0.1432, -0.1601, -0.2162, -0.1988, -0.2133, -0.2428, -0.2363, -0.2562, -0.27, -0.2652, -0.2795, -0.3075, -0.3362, -0.3201, -0.3292, -0.3273, -0.3119, -0.3572, -0.3936, -0.3889, -0.3989, -0.3747, -0.3747, -0.3839, -0.3869, -0.3864, -0.3662, -0.3461, -0.3362, -0.3271, -0.3241, -0.3196, -0.3933, -0.4204, -0.4358, -0.4244, -0.4555, -0.4507, -0.4143, -0.3947, -0.404, -0.3975, -0.3975, -0.3959, -0.4039, -0.3983, -0.4053, -0.4053, -0.4029, -0.4124, -0.4089, -0.4116, -0.4214, -0.3927, -0.3739, -0.3812, -0.4077, -0.4192, -0.4154, -0.4154, -0.4496, -0.4681, -0.4549, -0.4581, -0.4419, -0.465, -0.4714, -0.483, -0.4965, -0.5104, -0.5269, -0.5513, -0.5825, -0.5631, -0.521, -0.5109, -0.5192, -0.5213, -0.5101, -0.5101, -0.529, -0.5223, -0.5211, -0.547, -0.5677, -0.5529, -0.5476, -0.5402, -0.5552, -0.5434, -0.5442, -0.5339, -0.5265]}
{"unit_id": "orig:1983167160844464392", "ticker_idx": 0, "ts": "2025-10-28T13:41:11+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META is a long", "tweet_type": "prediction", "timeline": "intraday", "summary": "META is a long; author notes timing may have been better 20 minutes earlier.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "I got distracted by a bull in the Diner and forgot to say this before leaving but, $META is a long.  My guess is this would have sounded better at 7:20 than 7:40, though I don't have the chart in front of me to verify.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0008250727745754416, "ret_signed_m1d": -0.0008250727745754416, "alpha_spy_m1d": 0.0018238905382207404, "alpha_c_m1d": -0.005800236802642966, "bench_spy_m1d": -0.002648963312796182, "bench_c_m1d": 0.004975164028067525, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0003060766963765005, "ret_signed_p1d": 0.0003060766963765005, "alpha_spy_p1d": -0.00017422100242936445, "alpha_c_p1d": 0.002793592845603765, "bench_spy_p1d": 0.0004802976988058649, "bench_c_p1d": -0.0024875161492272646, "ret_p1w": -0.1651762174338911, "ret_signed_p1w": -0.1651762174338911, "alpha_spy_p1w": -0.14797251849835447, "alpha_c_p1w": -0.13283791471067774, "bench_spy_p1w": -0.017203698935536638, "bench_c_p1w": -0.032338302723213364, "ret_p1m": -0.156805564900667, "ret_signed_p1m": -0.156805564900667, "alpha_spy_p1m": -0.14606417501418556, "alpha_c_p1m": -0.13862062113439222, "bench_spy_p1m": -0.010741389886481434, "bench_c_p1m": -0.018184943766274775, "ret_p3m": -0.12262154934526681, "ret_signed_p3m": -0.12262154934526681, "alpha_spy_p3m": -0.1287440942297836, "alpha_c_p3m": -0.12912905809787623, "bench_spy_p3m": 0.006122544884516801, "bench_c_p3m": 0.006507508752609414, "ret_p6m": -0.1005956617004733, "ret_signed_p6m": -0.1005956617004733, "alpha_spy_p6m": -0.14163958374572672, "alpha_c_p6m": -0.11825744130826821, "bench_spy_p6m": 0.04104392204525342, "bench_c_p6m": 0.017661779607794914, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0003060766963765005, "alpha_spy_stated": -0.00017422100242936445, "alpha_c_stated": 0.002793592845603765, "price_path": [0.0286, -0.0026, 0.0325, 0.0153, 0.0267, 0.0131, 0.0231, 0.0185, 0.0506, 0.0374, 0.0401, 0.0443, 0.0205, -0.0006, -0.0056, -0.0171, 0.0038, 0.0018, 0.0029, -0.0061, -0.0011, -0.0176, -0.0176, -0.0224, -0.0198, -0.0044, 0.0007, 0.0005, 0.0183, 0.0, -0.0014, 0.0048, 0.017, 0.036, 0.0316, 0.0376, 0.0352, 0.0183, 0.0053, 0.0123, -0.0034, -0.0102, -0.0107, -0.0227, -0.0454, -0.0325, -0.0544, -0.0476, -0.051, -0.0447, -0.0239, -0.0614, -0.0476, -0.0569, -0.0451, -0.0524, -0.0459, -0.0256, -0.0242, -0.024, -0.0232, -0.0174, -0.0008, 0.0, 0.0003, -0.1131, -0.1372, -0.1513, -0.1652, -0.1537, -0.1763, -0.1726, -0.1593, -0.1655, -0.1895, -0.1884, -0.1889, -0.1989, -0.2046, -0.2144, -0.216, -0.2092, -0.1842, -0.1533, -0.1568, -0.1568, -0.1377, -0.1471, -0.1389, -0.1488, -0.1197, -0.1038, -0.1126, -0.1257, -0.1348, -0.1314, -0.1427, -0.1376, -0.1248, -0.135, -0.115, -0.1226, -0.119, -0.1144, -0.1109, -0.1109, -0.1166, -0.1227, -0.113, -0.1209, -0.1209, -0.1337, -0.1226, -0.1201, -0.136, -0.1395, -0.1302, -0.145, -0.1595, -0.1802, -0.1732, -0.1739, -0.1739, -0.1954, -0.1836, -0.1374, -0.1226, -0.1045, -0.1037, -0.1093, -0.0167, -0.0457, -0.0592, -0.0787, -0.109, -0.1074, -0.119, -0.098, -0.1067, -0.1094, -0.1345, -0.1479, -0.1479, -0.1486, -0.1433, -0.1412, -0.1268, -0.1513, -0.1485, -0.1294, -0.125, -0.1367, -0.1295, -0.1275, -0.1107, -0.1202, -0.1411, -0.1378, -0.1289, -0.1278, -0.15, -0.1826, -0.1636, -0.17, -0.1793, -0.1913, -0.2086, -0.1948, -0.2096, -0.207, -0.2701, -0.2992, -0.285, -0.2373, -0.2279, -0.2342, -0.2342, -0.2362, -0.2335, -0.1836, -0.1624, -0.1604, -0.1542, -0.1169, -0.1048, -0.0977, -0.0822, -0.1057, -0.1084, -0.1006]}
{"unit_id": "quote:1961062846789267473", "ticker_idx": 0, "ts": "2025-08-28T13:46:32+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still holding a 25% position on these calls", "tweet_type": "position_disclosure", "timeline": "days", "summary": "Still holding a 25% position in MRVL call options into earnings today.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "EVEN IF YOU DIDN'T DCA and held through it all, you're green here at $3.40.\n\nThey report today.  I'm still holding a 25% position on these calls, but I had a DCA, hedged shorts that paid big, etc.\n\nY'all need to make the decision TODAY per your risk. Choose wisely, western man.", "reply_text": null, "parent_text": null, "quoted_text": "Only for those who feel the need for speed.\n\n$MRVL 9/5 79c.  It's at 3.15\n\nConsider this a gambler's proposition in spite of what I just threw into it. Ppl who just do the TotD's for the safety should stay out\nYou'll see my order hit the flow trackers in a few minutes (they lag)", "parent_author": null, "ret_m1d": -0.03159389452991346, "ret_signed_m1d": -0.03159389452991346, "alpha_spy_m1d": -0.028064934271788244, "alpha_c_m1d": -0.027511983868376166, "bench_spy_m1d": -0.0035289602581252133, "bench_c_m1d": -0.004081910661537291, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.18593804760472465, "ret_signed_p1d": -0.18593804760472465, "alpha_spy_p1d": -0.17997427171210278, "alpha_c_p1d": -0.1571975167197388, "bench_spy_p1d": -0.00596377589262187, "bench_c_p1d": -0.02874053088498585, "ret_p1w": -0.17001164231460264, "ret_signed_p1w": -0.17001164231460264, "alpha_spy_p1w": -0.17031991886655684, "alpha_c_p1w": -0.1398322566138369, "bench_spy_p1w": 0.0003082765519542008, "bench_c_p1w": -0.030179385700765726, "ret_p1m": 0.07691311100006226, "ret_signed_p1m": 0.07691311100006226, "alpha_spy_p1m": 0.05420631387202346, "alpha_c_p1m": 0.00015981396585673657, "bench_spy_p1m": 0.022706797128038803, "bench_c_p1m": 0.07675329703420553, "ret_p3m": 0.08099499775378449, "ret_signed_p3m": 0.08099499775378449, "alpha_spy_p3m": 0.03789044229900629, "alpha_c_p3m": -0.05661884671715378, "bench_spy_p3m": 0.043104555454778204, "bench_c_p3m": 0.13761384447093827, "ret_p6m": 0.030556250848083666, "ret_signed_p6m": 0.030556250848083666, "alpha_spy_p6m": -0.03796414121898373, "alpha_c_p6m": -0.3623821143801378, "bench_spy_p6m": 0.06852039206706739, "bench_c_p6m": 0.39293836522822145, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.17001164231460264, "alpha_spy_stated": -0.17031991886655684, "alpha_c_stated": -0.1398322566138369, "price_path": [-0.2047, -0.1932, -0.1422, -0.157, -0.1157, -0.1055, -0.1094, -0.1171, -0.099, -0.1307, -0.0889, -0.0945, -0.0303, -0.0303, -0.0489, -0.0843, -0.027, -0.0176, 0.0346, -0.0017, 0.0014, -0.0136, -0.0394, -0.0273, -0.0273, -0.0743, -0.0691, -0.0651, -0.0509, -0.0585, -0.0611, -0.0624, -0.0826, -0.0676, -0.0334, -0.054, -0.0678, -0.0513, -0.0413, -0.0391, -0.0171, -0.0115, 0.0584, 0.0407, -0.036, -0.0091, -0.0078, -0.0247, -0.0179, 0.0014, 0.0006, 0.0075, 0.0271, 0.0234, -0.0135, -0.0063, -0.0668, -0.0778, -0.0779, -0.0548, -0.0554, -0.0385, -0.0316, 0.0, -0.1859, -0.1859, -0.1635, -0.1932, -0.17, -0.18, -0.1454, -0.1345, -0.1312, -0.1378, -0.1279, -0.1269, -0.1084, -0.0809, -0.0388, -0.0385, -0.022, -0.0338, 0.037, 0.0852, 0.0769, 0.0668, 0.0886, 0.0862, 0.1161, 0.1164, 0.1514, 0.1261, 0.1977, 0.1742, 0.1092, 0.1582, 0.1171, 0.1517, 0.1432, 0.1396, 0.1122, 0.0917, 0.0502, 0.0724, 0.0901, 0.1494, 0.1462, 0.1681, 0.1476, 0.2146, 0.1709, 0.1349, 0.2037, 0.2093, 0.178, 0.208, 0.1574, 0.1574, 0.134, 0.1201, 0.0813, 0.0194, 0.0537, -0.0065, 0.0035, 0.0857, 0.081, 0.1366, 0.1366, 0.1583, 0.1804, 0.2036, 0.2983, 0.2722, 0.2816, 0.192, 0.1519, 0.1981, 0.1587, 0.094, 0.0917, 0.0893, 0.0586, 0.0945, 0.0895, 0.0987, 0.1361, 0.1206, 0.1206, 0.1187, 0.1112, 0.1241, 0.1011, 0.1011, 0.1582, 0.1691, 0.1432, 0.0967, 0.0813, 0.079, 0.0748, 0.0768, 0.053, 0.0422, 0.0433, 0.0433, 0.0347, 0.0704, 0.0775, 0.0403, 0.0602, 0.0753, 0.0842, 0.0547, 0.0233, 0.0199, -0.0205, -0.044, -0.0378, 0.0409, 0.0678, 0.0634, 0.0547, 0.0143, 0.0193, 0.0193, 0.0245, 0.0255, 0.0322, 0.0306]}
{"unit_id": "reply:1970142667398172820", "ticker_idx": 0, "ts": "2025-09-22T15:06:30+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It'll collapse on its own weight over time.", "tweet_type": "prediction", "timeline": "months", "summary": "Bearish TSLA; expects it to collapse under its own weight over time.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@AmKnuckleheaded I'm gonna wait for it to finish its move and then push out on it. It'll collapse on its own weight over time.", "reply_text": null, "parent_text": "@BonkDaCarnivore Did you happen to decide on what you were going to do on $TSLA?", "quoted_text": null, "parent_author": "AmKnuckleheaded", "ret_m1d": -0.018746653211690334, "ret_signed_m1d": 0.018746653211690334, "alpha_spy_m1d": 0.014037922287117977, "alpha_c_m1d": 0.022015030618994014, "bench_spy_m1d": -0.004708730924572357, "bench_c_m1d": 0.0032683774073036798, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.019253323313789705, "ret_signed_p1d": 0.019253323313789705, "alpha_spy_p1d": 0.013809848473982145, "alpha_c_p1d": 0.009843718273289781, "bench_spy_p1d": -0.0054434748398075605, "bench_c_p1d": -0.009409605040499924, "ret_p1w": 0.020727298259167526, "ret_signed_p1w": -0.020727298259167526, "alpha_spy_p1w": -0.02546603751703569, "alpha_c_p1w": -0.01831248394517848, "bench_spy_p1w": -0.004738739257868163, "bench_c_p1w": 0.0024148143139890443, "ret_p1m": 0.019322481779660894, "ret_signed_p1m": -0.019322481779660894, "alpha_spy_p1m": -0.01264930962544275, "alpha_c_p1m": -0.023527660946904283, "bench_spy_p1m": 0.006673172154218143, "bench_c_p1m": -0.004205179167243389, "ret_p3m": 0.11321711759181219, "ret_signed_p3m": -0.11321711759181219, "alpha_spy_p3m": -0.0987759293685917, "alpha_c_p3m": -0.09448120996185616, "bench_spy_p3m": 0.014441188223220491, "bench_c_p3m": 0.018735907629956028, "ret_p6m": -0.08046798353100781, "ret_signed_p6m": 0.08046798353100781, "alpha_spy_p6m": 0.08936379745135814, "alpha_c_p6m": 0.024795539484294693, "bench_spy_p6m": 0.008895813920350326, "bench_c_p6m": -0.05567244404671312, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.019322481779660894, "alpha_spy_stated": -0.01264930962544275, "alpha_c_stated": -0.023527660946904283, "price_path": [-0.2456, -0.2497, -0.2547, -0.2684, -0.3075, -0.273, -0.2737, -0.2737, -0.323, -0.3141, -0.3186, -0.2864, -0.278, -0.2702, -0.2843, -0.2592, -0.2644, -0.2408, -0.2435, -0.2351, -0.2341, -0.2969, -0.2721, -0.2502, -0.2603, -0.2652, -0.29, -0.303, -0.2878, -0.289, -0.2632, -0.2578, -0.2408, -0.2192, -0.215, -0.2184, -0.2271, -0.2387, -0.2281, -0.2416, -0.254, -0.2628, -0.2169, -0.2018, -0.1901, -0.1949, -0.2032, -0.2311, -0.2311, -0.2415, -0.2306, -0.2204, -0.192, -0.2022, -0.2009, -0.199, -0.1506, -0.0881, -0.0557, -0.029, -0.0192, -0.04, -0.0187, 0.0, -0.0193, 0.0198, -0.0249, 0.0143, 0.0207, 0.0242, 0.0582, 0.0041, -0.0101, 0.0438, -0.0026, 0.0103, 0.0031, -0.0477, 0.0039, -0.0114, 0.0022, -0.0126, 0.0117, 0.0304, 0.0193, 0.011, 0.034, -0.0011, 0.0419, 0.0607, 0.0629, 0.0136, 0.0515, 0.0787, 0.0231, 0.0642, 0.0269, -0.0108, 0.0254, 0.0125, -0.0083, -0.0742, -0.0688, -0.0582, -0.0759, -0.0696, -0.0898, -0.0993, -0.0378, -0.0341, -0.0176, -0.0176, -0.0093, -0.0094, -0.0114, 0.0289, 0.0468, 0.0479, 0.0124, 0.0252, 0.0397, 0.0292, 0.057, 0.0947, 0.1282, 0.0761, 0.1132, 0.1082, 0.1256, 0.1183, 0.1179, 0.1179, 0.0944, 0.0586, 0.0466, 0.0357, 0.0357, 0.0089, 0.0402, -0.0029, -0.0064, 0.0037, 0.0249, 0.034, 0.0299, 0.0115, 0.01, 0.0076, 0.0076, -0.0345, -0.0064, 0.0349, 0.0342, 0.0023, -0.0076, -0.0063, -0.0406, -0.0088, -0.0286, -0.0282, -0.0649, -0.0852, -0.0532, -0.0389, -0.0207, -0.0137, -0.0395, -0.0386, -0.0386, -0.0543, -0.0527, -0.0518, -0.0516, -0.0792, -0.0572, -0.0387, -0.059, -0.073, -0.0711, -0.0962, -0.0651, -0.066, -0.0863, -0.0818, -0.0805, -0.0608, -0.0903, -0.0991, -0.089, -0.0805]}
{"unit_id": "thread:1983553505492353186", "ticker_idx": 0, "ts": "2025-10-29T15:16:23+00:00", "symbol": "JPM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$JPM 12/19 325c $3.80", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Bought JPM Dec 19 325 call at $3.80; live position disclosed as proxy for a more complex trade.", "resolved_tickers": ["JPM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Diversified", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$JPM 12/19 325c $3.80\n\nAs always, my trade is significantly more complex than a simple contract, but this best represents a one-shot idea for the trade I've assembled.  I literally only bought ONE of these specific contracts to track its progress w/ you.\n\nI've also been unable to post to X for the last 15 minutes due to no signal, so I'm not sure what it is right now.\n\n---\n\nFor timestamp purposes, once I got Gemini to work to edit out the order # https://t.co/i6r3kRq5MV", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.0004910615006875618, "ret_signed_m1d": -0.0004910615006875618, "alpha_spy_m1d": -1.0994377016571022e-05, "alpha_c_m1d": -1.0994377016571022e-05, "bench_spy_m1d": -0.0004800671236709908, "bench_c_m1d": -0.0004800671236709908, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.012863612685704906, "ret_signed_p1d": 0.012863612685704906, "alpha_spy_p1d": 0.023861757604896283, "alpha_c_p1d": 0.023861757604896283, "bench_spy_p1d": -0.010998144919191377, "bench_c_p1d": -0.010998144919191377, "ret_p1w": 0.02019564801913809, "ret_signed_p1w": 0.02019564801913809, "alpha_spy_p1w": 0.03446701846254119, "alpha_c_p1w": 0.03446701846254119, "bench_spy_p1w": -0.014271370443403097, "bench_c_p1w": -0.014271370443403097, "ret_p1m": 0.006971883224385023, "ret_signed_p1m": 0.006971883224385023, "alpha_spy_p1m": 0.01818818364639041, "alpha_c_p1m": 0.01818818364639041, "bench_spy_p1m": -0.011216300422005387, "bench_c_p1m": -0.011216300422005387, "ret_p3m": -0.010186626566840662, "ret_signed_p3m": -0.010186626566840662, "alpha_spy_p3m": -0.020932950561785013, "alpha_c_p3m": -0.020932950561785013, "bench_spy_p3m": 0.010746323994944351, "bench_c_p3m": 0.010746323994944351, "ret_p6m": 0.030075172045499476, "ret_signed_p6m": 0.030075172045499476, "alpha_spy_p6m": -0.006430914430520351, "alpha_c_p6m": -0.006430914430520351, "bench_spy_p6m": 0.03650608647601983, "bench_c_p6m": 0.03650608647601983, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006971883224385023, "alpha_spy_stated": 0.01818818364639041, "alpha_c_stated": 0.01818818364639041, "price_path": [-0.0574, -0.0415, -0.0509, -0.051, -0.0653, -0.0594, -0.0568, -0.0461, -0.0536, -0.0418, -0.0538, -0.0504, -0.0532, -0.0481, -0.0506, -0.035, -0.0394, -0.0274, -0.0251, -0.0193, -0.0182, -0.0182, -0.0238, -0.0244, -0.0103, -0.0411, -0.0459, -0.0298, -0.021, -0.0047, -0.0003, 0.0062, 0.0071, 0.0155, 0.0203, 0.0254, 0.0177, 0.0187, 0.0209, 0.021, 0.0295, 0.0283, 0.0275, 0.0121, 0.0018, 0.0099, 0.012, 0.0071, -0.0048, 0.0001, -0.0151, 0.0081, -0.0112, 0.0006, -0.0228, -0.026, -0.0103, -0.0276, -0.0373, -0.0359, -0.0166, -0.0045, -0.0005, 0.0, 0.0129, 0.0184, 0.0126, 0.0122, 0.0202, 0.0259, 0.0285, 0.0372, 0.0331, 0.0488, 0.013, -0.0062, -0.0168, -0.02, -0.0073, -0.0233, -0.0245, -0.0246, -0.0082, 0.007, 0.007, 0.0248, 0.0112, 0.0078, 0.0217, 0.0347, 0.0312, 0.0318, -0.0164, 0.0151, 0.0389, 0.0426, 0.0475, 0.0329, 0.031, 0.0245, 0.0383, 0.0575, 0.0668, 0.0774, 0.0774, 0.0733, 0.0597, 0.0586, 0.0547, 0.0547, 0.0654, 0.0934, 0.1002, 0.0751, 0.0843, 0.0824, 0.0669, 0.0222, 0.0123, 0.0168, 0.0274, 0.0274, -0.0046, -0.0069, -0.0017, -0.0211, -0.0102, -0.0126, -0.0111, 0.0075, 0.0058, 0.0132, 0.0352, 0.0432, 0.0198, 0.06, 0.0591, 0.0465, 0.022, -0.0049, -0.0052, -0.0052, 0.0098, 0.0153, 0.0129, 0.0219, -0.0213, -0.0225, -0.0028, 0.0065, -0.0126, -0.0216, -0.0128, -0.0156, -0.0348, -0.0482, -0.0467, -0.0507, -0.0546, -0.0699, -0.0681, -0.0591, -0.0567, -0.0539, -0.0532, -0.0578, -0.0468, -0.0386, -0.0287, -0.041, -0.07, -0.067, -0.0328, -0.0288, -0.0314, -0.0314, -0.0236, -0.0172, 0.0178, 0.0256, 0.0241, 0.0367, 0.0282, 0.011, 0.0243, 0.0254, 0.0476, 0.0344, 0.0345, 0.0301]}
{"unit_id": "orig:1970509706365194616", "ticker_idx": 0, "ts": "2025-09-23T15:24:58+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK 1/16/26 100c $5.60", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long RBRK via Jan 2026 $100 call options at $5.60.", "resolved_tickers": ["RBRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "BONUS:  $RBRK 1/16/26 100c $5.60\n\nThanks to @TheMarketBishop's chat for turning me on to this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.011907699872390709, "ret_signed_m1d": -0.011907699872390709, "alpha_spy_m1d": -0.01738096831123659, "alpha_c_m1d": -0.01738096831123659, "bench_spy_m1d": 0.00547326843884588, "bench_c_m1d": 0.00547326843884588, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028725710338691313, "ret_signed_p1d": -0.028725710338691313, "alpha_spy_p1d": -0.025544076886077627, "alpha_c_p1d": -0.025544076886077627, "bench_spy_p1d": -0.003181633452613686, "bench_c_p1d": -0.003181633452613686, "ret_p1w": 0.009698022641862813, "ret_signed_p1w": 0.009698022641862813, "alpha_spy_p1w": 0.0052198939191707705, "alpha_c_p1w": 0.0052198939191707705, "bench_spy_p1w": 0.004478128722692043, "bench_c_p1w": 0.004478128722692043, "ret_p1m": -0.0565922006158025, "ret_signed_p1m": -0.0565922006158025, "alpha_spy_p1m": -0.06351301231735718, "alpha_c_p1m": -0.06351301231735718, "bench_spy_p1m": 0.006920811701554674, "bench_c_p1m": 0.006920811701554674, "ret_p3m": -0.040265146282356, "ret_signed_p3m": -0.040265146282356, "alpha_spy_p3m": -0.06950329889506524, "alpha_c_p3m": -0.06950329889506524, "bench_spy_p3m": 0.029238152612709234, "bench_c_p3m": 0.029238152612709234, "ret_p6m": -0.36054504372665863, "ret_signed_p6m": -0.36054504372665863, "alpha_spy_p6m": -0.36080798940500625, "alpha_c_p6m": -0.36080798940500625, "bench_spy_p6m": 0.00026294567834761473, "bench_c_p6m": 0.00026294567834761473, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0565922006158025, "alpha_spy_stated": -0.06351301231735718, "alpha_c_stated": -0.06351301231735718, "price_path": [0.1306, 0.0727, 0.0998, 0.0457, 0.0506, 0.0935, 0.0935, 0.103, 0.0664, 0.1244, 0.0575, 0.0378, 0.0538, 0.0722, 0.074, 0.0671, 0.0816, 0.0622, 0.0284, 0.0415, 0.0522, 0.0435, 0.0694, 0.0953, 0.1714, 0.1656, 0.076, 0.1358, 0.0746, 0.1266, 0.1016, 0.073, 0.0521, 0.0846, 0.0813, 0.0367, 0.0536, 0.0523, 0.0308, 0.0447, 0.0464, 0.0897, 0.0782, 0.0455, 0.0745, 0.142, 0.0975, 0.0975, 0.0791, 0.0768, 0.0625, 0.1163, 0.1737, 0.2092, -0.0091, -0.0438, -0.0854, -0.0719, -0.0793, -0.0929, -0.0422, -0.0151, -0.0119, 0.0, -0.0287, 0.0065, 0.0085, 0.0231, 0.0097, 0.0119, 0.0304, 0.0167, 0.0092, -0.0241, 0.0342, 0.057, 0.0108, 0.0212, -0.0404, -0.0295, -0.0346, -0.0521, -0.0325, -0.0194, -0.0566, -0.0565, -0.0549, -0.0451, -0.0656, -0.1171, -0.1278, -0.076, -0.0695, -0.1088, -0.1118, -0.1219, -0.1035, -0.0662, -0.0716, -0.0922, -0.1344, -0.1217, -0.1445, -0.1554, -0.1397, -0.169, -0.1825, -0.1727, -0.1543, -0.1631, -0.1631, -0.149, -0.1579, -0.148, -0.1234, -0.1354, 0.059, 0.0938, 0.1209, 0.1037, 0.069, 0.0009, -0.0193, -0.0436, -0.1015, -0.0681, -0.0403, -0.0215, -0.0333, -0.0327, -0.0327, -0.0344, -0.0424, -0.0441, -0.0611, -0.0611, -0.0735, -0.0977, -0.078, -0.0563, -0.1202, -0.1338, -0.1239, -0.1306, -0.1635, -0.1523, -0.1763, -0.1763, -0.2035, -0.21, -0.2008, -0.1938, -0.1613, -0.2357, -0.2243, -0.2884, -0.3132, -0.3316, -0.3598, -0.3632, -0.4066, -0.3731, -0.3364, -0.3146, -0.3233, -0.347, -0.3303, -0.3303, -0.3432, -0.3323, -0.3351, -0.3837, -0.4198, -0.3734, -0.3597, -0.333, -0.3621, -0.3409, -0.3387, -0.3264, -0.314, -0.2982, -0.2982, -0.3132, -0.2939, -0.3369, -0.3441, -0.3657, -0.3609, -0.3605]}
{"unit_id": "quote:1984379863956848678", "ticker_idx": 0, "ts": "2025-10-31T22:00:02+00:00", "symbol": "WYNN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I hold significant $WYNN assets and have made them my TotD numerous times", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Holds significant WYNN position; bullish thesis based on Macau revenue dominance, not Vegas exposure.", "resolved_tickers": ["WYNN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Resorts & Casinos", "unit_kind": "quote", "lang": "en", "tweet_text": "As many of you know, I hold significant $WYNN assets and have made them my TotD numerous times.  The reason isn't because of the bifurcation between rich and middle class (though that's a very real thing in general, and something @ShannonJoyRadio and I talked about yesterday).\n\nIt's because $WYNN makes all of its money in Macau, not Vegas.  Yet another example as to why understanding the structure and the story of an equity is key - something Kobeissi failed at here.", "reply_text": null, "parent_text": null, "quoted_text": "Travel to Las Vegas is down by -2 million people in 2025.\n\nSo, why is Wynn Resorts up +42% YTD while Caesars is down -39% YTD?\n\nThe blatant reality? There are 2 \"economies\" in the US:\n\nRich versus poor, and the gap has never been larger. https://t.co/ZKNmqlbRpJ", "parent_author": null, "ret_m1d": -0.05360702115151095, "ret_signed_m1d": -0.05360702115151095, "alpha_spy_m1d": -0.05173384942074721, "alpha_c_m1d": -0.05173384942074721, "bench_spy_m1d": -0.0018731717307637341, "bench_c_m1d": -0.0018731717307637341, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.034916166130234294, "ret_signed_p1d": -0.034916166130234294, "alpha_spy_p1d": -0.02306262618778676, "alpha_c_p1d": -0.02306262618778676, "bench_spy_p1d": -0.011853539942447533, "bench_c_p1d": -0.011853539942447533, "ret_p1w": 0.025053684983980418, "ret_signed_p1w": 0.025053684983980418, "alpha_spy_p1w": 0.02783411391901769, "alpha_c_p1w": 0.02783411391901769, "bench_spy_p1w": -0.0027804289350372713, "bench_c_p1w": -0.0027804289350372713, "ret_p1m": 0.06073451005066732, "ret_signed_p1m": 0.06073451005066732, "alpha_spy_p1m": 0.06338325194991601, "alpha_c_p1m": 0.06338325194991601, "bench_spy_p1m": -0.0026487418992486855, "bench_c_p1m": -0.0026487418992486855, "ret_p3m": -0.13198129332023523, "ret_signed_p3m": -0.13198129332023523, "alpha_spy_p3m": -0.1506407893613152, "alpha_c_p3m": -0.1506407893613152, "bench_spy_p3m": 0.01865949604107997, "bench_c_p3m": 0.01865949604107997, "ret_p6m": -0.15173411693715577, "ret_signed_p6m": -0.15173411693715577, "alpha_spy_p6m": -0.19915169014989287, "alpha_c_p6m": -0.19915169014989287, "bench_spy_p6m": 0.047417573212737096, "bench_c_p6m": 0.047417573212737096, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06073451005066732, "alpha_spy_stated": 0.06338325194991601, "alpha_c_stated": 0.06338325194991601, "price_path": [-0.1492, -0.1491, -0.1556, -0.138, -0.1073, -0.1127, -0.1162, -0.1315, -0.1398, -0.1026, -0.1131, -0.118, -0.0908, -0.0586, -0.0529, -0.0201, 0.008, 0.0081, 0.0081, -0.0021, -0.0017, -0.0226, -0.0384, -0.0243, -0.0337, -0.0225, -0.0149, -0.034, -0.0229, -0.0402, -0.0195, 0.0235, 0.0301, 0.0025, 0.0142, 0.0015, 0.0009, 0.0258, 0.0533, 0.0202, 0.0501, 0.0605, -0.0165, -0.0091, -0.0224, -0.0331, -0.0173, -0.0464, -0.1051, -0.0765, -0.0609, -0.078, -0.063, -0.0301, -0.0366, -0.0504, -0.0026, -0.0013, -0.0023, -0.0388, -0.0387, -0.0474, -0.0536, 0.0, -0.0349, -0.0043, -0.0254, 0.0033, 0.0251, 0.0027, -0.0056, -0.0216, -0.0398, -0.0584, -0.0413, -0.057, -0.0664, -0.0468, -0.0178, 0.0159, 0.0318, 0.0318, 0.0256, 0.0582, 0.0607, 0.0483, 0.002, 0.0003, 0.0132, -0.01, -0.0149, -0.0049, -0.0144, 0.0062, 0.0045, -0.0002, 0.0083, 0.0197, 0.0041, -0.0041, -0.0036, -0.0036, -0.0088, -0.0255, -0.041, -0.041, -0.041, -0.0231, -0.0461, -0.0394, -0.0725, -0.0574, -0.0609, -0.0688, -0.0723, -0.0685, -0.0646, -0.0888, -0.0888, -0.1131, -0.0904, -0.083, -0.095, -0.0908, -0.0932, -0.1003, -0.132, -0.1436, -0.1298, -0.1291, -0.0897, -0.0978, -0.0599, -0.068, -0.0686, -0.0794, -0.1404, -0.0963, -0.0963, -0.0882, -0.073, -0.0807, -0.0845, -0.1433, -0.1259, -0.1417, -0.1205, -0.1358, -0.1738, -0.183, -0.1747, -0.1584, -0.1884, -0.1888, -0.1795, -0.2007, -0.2109, -0.1978, -0.1962, -0.1747, -0.1883, -0.176, -0.2014, -0.1922, -0.1791, -0.1862, -0.2055, -0.2285, -0.2271, -0.1889, -0.1805, -0.185, -0.185, -0.1796, -0.1978, -0.1594, -0.1622, -0.1693, -0.1768, -0.1566, -0.1466, -0.1468, -0.1279, -0.131, -0.1401, -0.1482, -0.1564, -0.156, -0.1572, -0.1517]}
{"unit_id": "quote:1964034838450884939", "ticker_idx": 0, "ts": "2025-09-05T18:36:10+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT 10/17 500p $12.70", "tweet_type": "prediction", "timeline": "weeks", "summary": "Short MSFT via 10/17 500 puts; expects price to drop to ~490.90 demand zone.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "There's a demand zone that's going to form at 490.90 for those of you trying to maximize your returns on this one.", "reply_text": null, "parent_text": null, "quoted_text": "$MSFT 10/17 500p $12.70", "parent_author": null, "ret_m1d": 0.026202066251067135, "ret_signed_m1d": -0.026202066251067135, "alpha_spy_m1d": -0.023297220146095254, "alpha_c_m1d": -0.023297220146095254, "bench_spy_m1d": 0.002904846104971881, "bench_c_m1d": 0.002904846104971881, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006464665766642286, "ret_signed_p1d": -0.006464665766642286, "alpha_spy_p1d": -0.004007838322679591, "alpha_c_p1d": -0.004007838322679591, "bench_spy_p1d": 0.0024568274439626947, "bench_c_p1d": 0.0024568274439626947, "ret_p1w": 0.030101041811431584, "ret_signed_p1w": -0.030101041811431584, "alpha_spy_p1w": -0.014388149591825883, "alpha_c_p1w": -0.014388149591825883, "bench_spy_p1w": 0.0157128922196057, "bench_c_p1w": 0.0157128922196057, "ret_p1m": 0.06781825130536645, "ret_signed_p1m": -0.06781825130536645, "alpha_spy_p1m": -0.027289157528907593, "alpha_c_p1m": -0.027289157528907593, "bench_spy_p1m": 0.04052909377645886, "bench_c_p1m": 0.04052909377645886, "ret_p3m": -0.0330825383668526, "ret_signed_p3m": 0.0330825383668526, "alpha_spy_p3m": 0.0926371615989453, "alpha_c_p3m": 0.0926371615989453, "bench_spy_p3m": 0.05955462323209271, "bench_c_p3m": 0.05955462323209271, "ret_p6m": -0.1915004144414223, "ret_signed_p6m": 0.1915004144414223, "alpha_spy_p6m": 0.25805510338799076, "alpha_c_p6m": 0.25805510338799076, "bench_spy_p6m": 0.06655468894656846, "bench_c_p6m": 0.06655468894656846, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06781825130536645, "alpha_spy_stated": -0.027289157528907593, "alpha_c_stated": -0.027289157528907593, "price_path": [-0.0502, -0.0468, -0.0342, -0.0421, -0.0336, -0.0358, -0.0314, -0.0314, -0.0371, -0.0198, -0.0115, -0.0071, 0.0033, 0.0003, 0.0032, -0.0076, -0.0095, 0.0061, 0.0061, 0.0038, 0.0016, 0.0155, 0.0114, 0.0151, 0.0145, 0.0202, 0.0198, 0.032, 0.0287, 0.0287, 0.0191, 0.0203, 0.0304, 0.0361, 0.0337, 0.0338, 0.0351, 0.076, 0.0571, 0.0803, 0.0644, 0.0587, 0.0505, 0.0529, 0.0524, 0.0674, 0.05, 0.0538, 0.0491, 0.0429, 0.0281, 0.02, 0.0187, 0.0247, 0.0187, 0.0142, 0.0237, 0.0296, 0.0236, 0.0236, 0.0204, 0.0209, 0.0262, 0.0, 0.0065, 0.0069, 0.0108, 0.0121, 0.0301, 0.0411, 0.0284, 0.0303, 0.0272, 0.0463, 0.0393, 0.0287, 0.0306, 0.0243, 0.0333, 0.0396, 0.0464, 0.0499, 0.0419, 0.0452, 0.0678, 0.0585, 0.0603, 0.0554, 0.0322, 0.0385, 0.0375, 0.0372, 0.0336, 0.0375, 0.044, 0.0458, 0.0516, 0.0516, 0.0578, 0.0738, 0.0951, 0.094, 0.0621, 0.0461, 0.0445, 0.0391, 0.0246, 0.0042, 0.0037, 0.0222, 0.0276, 0.0326, 0.0167, 0.0307, 0.0252, -0.0024, -0.0159, -0.0317, -0.0444, -0.0406, -0.0346, -0.0174, -0.0174, -0.0042, -0.0148, -0.0082, -0.0331, -0.0268, -0.0221, -0.0062, -0.0042, -0.0314, -0.0215, -0.0315, -0.039, -0.0358, -0.0363, -0.0204, -0.0165, -0.0185, -0.0146, -0.0123, -0.0123, -0.0129, -0.0141, -0.0133, -0.0212, -0.0212, -0.0428, -0.043, -0.0315, -0.0215, -0.0323, -0.0299, -0.0342, -0.0474, -0.0702, -0.0757, -0.0693, -0.0693, -0.0801, -0.1011, -0.0869, -0.0569, -0.0482, -0.0273, -0.0252, -0.1226, -0.1291, -0.1431, -0.1677, -0.1617, -0.2032, -0.1881, -0.1629, -0.1635, -0.1816, -0.1867, -0.1877, -0.1877, -0.1968, -0.1912, -0.1917, -0.1942, -0.2201, -0.2109, -0.1873, -0.1851, -0.2033, -0.1915]}
{"unit_id": "quote:1976648369620889705", "ticker_idx": 0, "ts": "2025-10-10T13:57:50+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$36\n\nMake a date with the IRS.", "tweet_type": "prediction", "timeline": "months", "summary": "Endorses AVGO 350c Jan 2026 call position; expects the $30.60-entry option to reach $36, implying continued bullish move in AVGO.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$36\n\nMake a date with the IRS.", "reply_text": null, "parent_text": null, "quoted_text": "$AVGO 1/16/26 350c $30.60\n\nOpening smallish with some of the gains from the $AVGO puts you clowns thought was so ill advised that turned into millions :P.", "parent_author": null, "ret_m1d": 0.06280991220711485, "ret_signed_m1d": 0.06280991220711485, "alpha_spy_m1d": 0.03503128844572889, "alpha_c_m1d": 0.0017353890189697463, "bench_spy_m1d": 0.027778623761385957, "bench_c_m1d": 0.0610745231881451, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.09878945941721584, "ret_signed_p1d": 0.09878945941721584, "alpha_spy_p1d": 0.08344538472400709, "alpha_c_p1d": 0.054497351042023245, "bench_spy_p1d": 0.015344074693208754, "bench_c_p1d": 0.044292108375192596, "ret_p1w": 0.07608653794605269, "ret_signed_p1w": 0.07608653794605269, "alpha_spy_p1w": 0.05867506731070771, "alpha_c_p1w": 0.022327445644370725, "bench_spy_p1w": 0.017411470635344983, "bench_c_p1w": 0.053759092301681966, "ret_p1m": 0.10399543706540548, "ret_signed_p1m": 0.10399543706540548, "alpha_spy_p1m": 0.06047446832769565, "alpha_c_p1m": 0.0011798815985073485, "bench_spy_p1m": 0.04352096873770983, "bench_c_p1m": 0.10281555546689813, "ret_p3m": 0.06015232182620078, "ret_signed_p3m": 0.06015232182620078, "alpha_spy_p3m": 0.00104589107240316, "alpha_c_p3m": -0.1269689028408758, "bench_spy_p3m": 0.05910643075379762, "bench_c_p3m": 0.1871212246670766, "ret_p6m": -0.02753145464965523, "ret_signed_p6m": -0.02753145464965523, "alpha_spy_p6m": -0.042327237966557574, "alpha_c_p6m": -0.24844540457208408, "bench_spy_p6m": 0.014795783316902344, "bench_c_p6m": 0.22091394992242885, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10399543706540548, "alpha_spy_stated": 0.06047446832769565, "alpha_c_stated": 0.0011798815985073485, "price_path": [-0.1361, -0.1365, -0.1191, -0.1287, -0.1137, -0.1433, -0.1276, -0.1122, -0.1076, -0.095, -0.0854, -0.0694, -0.0968, -0.1124, -0.0845, -0.0992, -0.0723, -0.0659, -0.0622, -0.0655, -0.038, -0.0495, -0.0429, -0.058, -0.0597, -0.0931, -0.1046, -0.1094, -0.0959, -0.0952, -0.0836, -0.0767, -0.0509, -0.0855, -0.0855, -0.0829, -0.0701, -0.0587, 0.0298, 0.0629, 0.0353, 0.1365, 0.1059, 0.1067, 0.1196, 0.1071, 0.0645, 0.062, 0.0607, 0.0436, 0.0441, 0.0452, 0.0353, 0.0305, 0.0101, 0.0163, 0.027, 0.0417, 0.0423, 0.0335, 0.0363, 0.0643, 0.0628, 0.0, 0.0988, 0.0601, 0.0822, 0.0909, 0.0761, 0.0758, 0.0555, 0.0483, 0.0606, 0.0909, 0.1153, 0.1489, 0.189, 0.1597, 0.1386, 0.1168, 0.0841, 0.1058, 0.0954, 0.0764, 0.104, 0.0842, 0.0942, 0.0473, 0.0549, 0.0555, 0.0489, 0.0918, 0.0684, 0.048, 0.1643, 0.1861, 0.2247, 0.2247, 0.2413, 0.1893, 0.1754, 0.1724, 0.1737, 0.2021, 0.2356, 0.2515, 0.2721, 0.2518, 0.1087, 0.0468, 0.0514, 0.0043, 0.0162, 0.0485, 0.0538, 0.0781, 0.0809, 0.0809, 0.0868, 0.0783, 0.0798, 0.0682, 0.0682, 0.0729, 0.0599, 0.061, 0.0602, 0.0261, 0.0647, 0.087, 0.0944, 0.049, 0.0587, 0.0855, 0.0855, 0.0265, 0.0148, 0.0046, -0.0122, 0.0026, 0.0271, 0.0285, 0.0207, 0.0225, 0.0219, -0.0114, -0.0493, -0.0417, 0.0275, 0.0615, 0.0507, 0.0579, 0.0221, 0.0036, 0.0036, 0.0263, 0.0293, 0.0308, 0.0267, 0.0195, 0.0046, 0.0256, -0.0071, -0.0138, -0.016, -0.0314, -0.02, 0.027, 0.02, 0.0671, 0.0573, 0.0542, 0.0369, -0.0057, 0.0028, -0.0083, -0.0249, -0.0129, -0.0417, -0.0025, -0.0156, -0.014, -0.043, -0.0701, -0.0925, -0.0427, -0.0304, -0.0272, -0.0272, -0.0275]}
{"unit_id": "thread:1975946102055883235", "ticker_idx": 0, "ts": "2025-10-08T15:27:16+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Opening smallish with some of the gains from the $AVGO puts you clowns thought was so ill advised that turned into millions", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Opening long AVGO call position (1/16/26 350c or 11/21 360c), bullish on AVGO going forward.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$AVGO 1/16/26 350c $30.60\n\nOpening smallish with some of the gains from the $AVGO puts you clowns thought was so ill advised that turned into millions :P.\n\n---\n\nFor those for whom $3000 per contract is expensive, you could feasibly do the 11/21 360's for about half the cost, but your risk profile is going to be higher.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.02630978700912645, "ret_signed_m1d": -0.02630978700912645, "alpha_spy_m1d": -0.020382081813105524, "alpha_c_m1d": -0.0002456548661499136, "bench_spy_m1d": -0.005927705196020927, "bench_c_m1d": -0.026064132142976537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0013894025134643107, "ret_signed_p1d": -0.0013894025134643107, "alpha_spy_p1d": 0.0015076058657731428, "alpha_c_p1d": 0.001095726430353272, "bench_spy_p1d": -0.0028970083792374535, "bench_c_p1d": -0.0024851289438175828, "ret_p1w": 0.016873964067268155, "ret_signed_p1w": 0.016873964067268155, "alpha_spy_p1w": 0.028669916845885712, "alpha_c_p1w": 0.029270329307449217, "bench_spy_p1w": -0.011795952778617558, "bench_c_p1w": -0.012396365240181062, "ret_p1m": 0.029203969113352546, "ret_signed_p1m": 0.029203969113352546, "alpha_spy_p1m": 0.03336372223658712, "alpha_c_p1m": 0.014698242984929388, "bench_spy_p1m": -0.0041597531232345775, "bench_c_p1m": 0.014505726128423158, "ret_p3m": -0.004118367480868801, "ret_signed_p3m": -0.004118367480868801, "alpha_spy_p3m": -0.028842612280265523, "alpha_c_p3m": -0.09859316174166632, "bench_spy_p3m": 0.024724244799396722, "bench_c_p3m": 0.09447479426079752, "ret_p6m": -0.08592497208690619, "ret_signed_p6m": -0.08592497208690619, "alpha_spy_p6m": -0.06580094095190869, "alpha_c_p6m": -0.2230958809166239, "bench_spy_p6m": -0.0201240311349975, "bench_c_p6m": 0.13717090882971772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.029203969113352546, "alpha_spy_stated": 0.03336372223658712, "alpha_c_stated": 0.014698242984929388, "price_path": [-0.2072, -0.2037, -0.1883, -0.1886, -0.1723, -0.1813, -0.1672, -0.195, -0.1803, -0.1658, -0.1616, -0.1496, -0.1406, -0.1256, -0.1514, -0.166, -0.1398, -0.1536, -0.1284, -0.1223, -0.1188, -0.1219, -0.0961, -0.1069, -0.1007, -0.1149, -0.1165, -0.1479, -0.1587, -0.1632, -0.1505, -0.1499, -0.1389, -0.1325, -0.1082, -0.1407, -0.1407, -0.1383, -0.1263, -0.1156, -0.0324, -0.0013, -0.0272, 0.0678, 0.0391, 0.0398, 0.052, 0.0402, 0.0002, -0.0021, -0.0033, -0.0194, -0.019, -0.0179, -0.0272, -0.0318, -0.0509, -0.0451, -0.0351, -0.0212, -0.0206, -0.029, -0.0263, 0.0, -0.0014, -0.0604, 0.0324, -0.004, 0.0169, 0.025, 0.0111, 0.0108, -0.0082, -0.0151, -0.0035, 0.025, 0.0479, 0.0795, 0.1172, 0.0896, 0.0698, 0.0493, 0.0186, 0.039, 0.0292, 0.0114, 0.0373, 0.0187, 0.0281, -0.016, -0.0088, -0.0082, -0.0145, 0.0258, 0.0038, -0.0153, 0.094, 0.1144, 0.1507, 0.1507, 0.1663, 0.1175, 0.1044, 0.1016, 0.1028, 0.1295, 0.1609, 0.1759, 0.1953, 0.1762, 0.0418, -0.0165, -0.0122, -0.0564, -0.0452, -0.0149, -0.0098, 0.013, 0.0156, 0.0156, 0.0211, 0.0132, 0.0145, 0.0037, 0.0037, 0.0081, -0.0041, -0.0031, -0.0039, -0.0358, 0.0004, 0.0214, 0.0283, -0.0144, -0.0053, 0.0199, 0.0199, -0.0355, -0.0465, -0.0561, -0.0719, -0.058, -0.0349, -0.0336, -0.0409, -0.0393, -0.0398, -0.0711, -0.1067, -0.0996, -0.0346, -0.0026, -0.0128, -0.006, -0.0396, -0.057, -0.057, -0.0357, -0.0329, -0.0315, -0.0354, -0.042, -0.0561, -0.0363, -0.0671, -0.0733, -0.0755, -0.0899, -0.0792, -0.035, -0.0416, 0.0026, -0.0066, -0.0095, -0.0257, -0.0658, -0.0578, -0.0682, -0.0838, -0.0725, -0.0996, -0.0628, -0.0751, -0.0735, -0.1008, -0.1262, -0.1474, -0.1006, -0.089, -0.0859]}
{"unit_id": "orig:1983195946470330584", "ticker_idx": 0, "ts": "2025-10-28T15:35:34+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SPY is, for the scalpers, a short", "tweet_type": "prediction", "timeline": "intraday", "summary": "SPY is a short for scalpers.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "I don't know who needs to hear this, but $SPY is, for the scalpers, a short.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002648963312796182, "ret_signed_m1d": 0.002648963312796182, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.002648963312796182, "bench_c_m1d": -0.002648963312796182, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0004802976988058649, "ret_signed_p1d": -0.0004802976988058649, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0004802976988058649, "bench_c_p1d": 0.0004802976988058649, "ret_p1w": -0.017203698935536638, "ret_signed_p1w": 0.017203698935536638, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": -0.017203698935536638, "bench_c_p1w": -0.017203698935536638, "ret_p1m": -0.010741389886481434, "ret_signed_p1m": 0.010741389886481434, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.010741389886481434, "bench_c_p1m": -0.010741389886481434, "ret_p3m": 0.006122544884516801, "ret_signed_p3m": -0.006122544884516801, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.006122544884516801, "bench_c_p3m": 0.006122544884516801, "ret_p6m": 0.04104392204525342, "ret_signed_p6m": -0.04104392204525342, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": 0.04104392204525342, "bench_c_p6m": 0.04104392204525342, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.0004802976988058649, "alpha_spy_stated": 0.0, "alpha_c_stated": 0.0, "price_path": [-0.0826, -0.0976, -0.0839, -0.0885, -0.0815, -0.0823, -0.0752, -0.077, -0.0672, -0.064, -0.0639, -0.0661, -0.0663, -0.0713, -0.0738, -0.0775, -0.0634, -0.0675, -0.0636, -0.0614, -0.0581, -0.0637, -0.0637, -0.0707, -0.0656, -0.0578, -0.0606, -0.0583, -0.0561, -0.0533, -0.0455, -0.0458, -0.0407, -0.042, -0.0432, -0.0388, -0.034, -0.0294, -0.0347, -0.0378, -0.0422, -0.0367, -0.034, -0.0304, -0.0271, -0.026, -0.026, -0.0225, -0.0261, -0.0203, -0.0231, -0.0495, -0.035, -0.0361, -0.0319, -0.0385, -0.033, -0.0229, -0.023, -0.028, -0.0223, -0.0143, -0.0026, 0.0, 0.0005, -0.0105, -0.0073, -0.0054, -0.0172, -0.0138, -0.0244, -0.0234, -0.0082, -0.0059, -0.0054, -0.0219, -0.022, -0.0311, -0.0393, -0.0356, -0.0503, -0.0408, -0.0267, -0.0175, -0.0107, -0.0107, -0.0053, -0.0099, -0.008, -0.0046, -0.0039, -0.002, -0.005, -0.0059, 0.0007, 0.0031, -0.0077, -0.0092, -0.0119, -0.0228, -0.0154, -0.0065, -0.0003, 0.0043, 0.0078, 0.0078, 0.0077, 0.0041, 0.0029, -0.0045, -0.0045, -0.0027, 0.0039, 0.0099, 0.0066, 0.0065, 0.0132, 0.0148, 0.0128, 0.0078, 0.0105, 0.0097, 0.0097, -0.0109, 0.0005, 0.0058, 0.0061, 0.0112, 0.0153, 0.0152, 0.0131, 0.0101, 0.0151, 0.0066, 0.0017, -0.0108, 0.0082, 0.013, 0.0103, 0.0101, -0.0055, -0.0048, -0.0048, -0.0032, 0.0018, -0.0008, 0.0064, -0.0039, 0.0034, 0.0118, 0.0062, 0.0014, 0.002, -0.0069, 0.0001, -0.0054, -0.0185, -0.0099, -0.0115, -0.0127, -0.0277, -0.0332, -0.0234, -0.0208, -0.0345, -0.0368, -0.0506, -0.0407, -0.0439, -0.0386, -0.0557, -0.0718, -0.0749, -0.0481, -0.0409, -0.04, -0.04, -0.0355, -0.0351, -0.0105, -0.0048, -0.0054, 0.0043, 0.0165, 0.0245, 0.0271, 0.0395, 0.0374, 0.0306, 0.041]}
{"unit_id": "thread:1983893940928712731", "ticker_idx": 0, "ts": "2025-10-30T13:49:09+00:00", "symbol": "JPM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Market leader $JPM\n\nManage risk appropriately at $4.75 here", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long JPM at $4.75 while market sells off; trimming at $5.40.", "resolved_tickers": ["JPM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Diversified", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Market is blood red? Know what isn't?\n\nMarket leader $JPM\n\nManage risk appropriately at $4.75 here\n\n---\n\n$5.40, I'm taking a trim.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.012700241695518977, "ret_signed_m1d": -0.012700241695518977, "alpha_spy_m1d": -0.02382069092692396, "alpha_c_m1d": -0.02382069092692396, "bench_spy_m1d": 0.011120449231404983, "bench_c_m1d": 0.011120449231404983, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005429162640980367, "ret_signed_p1d": 0.005429162640980367, "alpha_spy_p1d": 0.002148882030264865, "alpha_c_p1d": 0.002148882030264865, "bench_spy_p1d": 0.0032802806107155025, "bench_c_p1d": 0.0032802806107155025, "ret_p1w": 0.012862049143461007, "ret_signed_p1w": 0.012862049143461007, "alpha_spy_p1w": 0.02686549754635348, "alpha_c_p1w": 0.02686549754635348, "bench_spy_p1w": -0.014003448402892471, "bench_c_p1w": -0.014003448402892471, "ret_p1m": 0.011763252104666888, "ret_signed_p1m": 0.011763252104666888, "alpha_spy_p1m": 0.006526631279462736, "alpha_c_p1m": 0.006526631279462736, "bench_spy_p1m": 0.005236620825204152, "bench_c_p1m": 0.005236620825204152, "ret_p3m": -0.025127252845097647, "ret_signed_p3m": -0.025127252845097647, "alpha_spy_p3m": -0.0511853939002338, "alpha_c_p3m": -0.0511853939002338, "bench_spy_p3m": 0.026058141055136153, "bench_c_p3m": 0.026058141055136153, "ret_p6m": 0.005866689980215778, "ret_signed_p6m": 0.005866689980215778, "alpha_spy_p6m": -0.05028732592115448, "alpha_c_p6m": -0.05028732592115448, "bench_spy_p6m": 0.05615401590137026, "bench_c_p6m": 0.05615401590137026, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.011763252104666888, "alpha_spy_stated": 0.006526631279462736, "alpha_c_stated": 0.006526631279462736, "price_path": [-0.0537, -0.063, -0.063, -0.0772, -0.0713, -0.0688, -0.0582, -0.0657, -0.054, -0.0658, -0.0624, -0.0652, -0.0602, -0.0626, -0.0473, -0.0516, -0.0398, -0.0375, -0.0318, -0.0306, -0.0306, -0.0362, -0.0368, -0.0229, -0.0533, -0.058, -0.0421, -0.0335, -0.0173, -0.013, -0.0066, -0.0056, 0.0026, 0.0074, 0.0123, 0.0048, 0.0058, 0.008, 0.0081, 0.0165, 0.0153, 0.0144, -0.0008, -0.0109, -0.0029, -0.0008, -0.0057, -0.0175, -0.0126, -0.0276, -0.0048, -0.0238, -0.0121, -0.0352, -0.0384, -0.0229, -0.0399, -0.0495, -0.0482, -0.0291, -0.0171, -0.0132, -0.0127, 0.0, 0.0054, -0.0003, -0.0006, 0.0072, 0.0129, 0.0154, 0.0241, 0.02, 0.0355, 0.0001, -0.0188, -0.0293, -0.0324, -0.0199, -0.0357, -0.0369, -0.037, -0.0208, -0.0058, -0.0058, 0.0118, -0.0017, -0.005, 0.0087, 0.0215, 0.0181, 0.0186, -0.0289, 0.0022, 0.0257, 0.0293, 0.0342, 0.0197, 0.0179, 0.0115, 0.0251, 0.0441, 0.0533, 0.0638, 0.0638, 0.0597, 0.0462, 0.0452, 0.0413, 0.0413, 0.0518, 0.0795, 0.0862, 0.0615, 0.0706, 0.0686, 0.0534, 0.0093, -0.0006, 0.0039, 0.0143, 0.0143, -0.0172, -0.0195, -0.0143, -0.0335, -0.0228, -0.0251, -0.0236, -0.0053, -0.007, 0.0003, 0.0221, 0.0299, 0.0068, 0.0466, 0.0456, 0.0332, 0.009, -0.0176, -0.0179, -0.0179, -0.003, 0.0024, -0.0, 0.0089, -0.0337, -0.0349, -0.0154, -0.0062, -0.0252, -0.0341, -0.0253, -0.0281, -0.0471, -0.0603, -0.0589, -0.0627, -0.0666, -0.0817, -0.0799, -0.0711, -0.0687, -0.0659, -0.0652, -0.0698, -0.0589, -0.0508, -0.041, -0.0532, -0.0818, -0.0788, -0.0451, -0.0411, -0.0437, -0.0437, -0.036, -0.0296, 0.0049, 0.0126, 0.0111, 0.0235, 0.0151, -0.0018, 0.0113, 0.0124, 0.0343, 0.0213, 0.0213, 0.017, 0.0059]}
{"unit_id": "orig:1969028035031572950", "ticker_idx": 0, "ts": "2025-09-19T13:17:20+00:00", "symbol": "IBM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "having November $IBM 270 calls might not be the worst idea a person could have", "tweet_type": "prediction", "timeline": "weeks", "summary": "Soft bullish lean on IBM via Nov $270 calls, though cautions about September monthly opex volatility.", "resolved_tickers": ["IBM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Information Technology Services'", "bench_c_industry": "Information Technology Services", "unit_kind": "original", "lang": "en", "tweet_text": "At some point today, having November $IBM 270 calls might not be the worst idea a person could have...but remember this is monthly opex, and September's has a bit of a reputation, so approach every trade today carefully...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.005255190599121828, "ret_signed_m1d": -0.005255190599121828, "alpha_spy_m1d": -0.0003267258923173033, "alpha_c_m1d": 0.004783612939753934, "bench_spy_m1d": -0.004928464706804525, "bench_c_m1d": -0.010038803538875762, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01865614251528891, "ret_signed_p1d": 0.01865614251528891, "alpha_spy_p1d": 0.013925134547192686, "alpha_c_p1d": 0.003944919194232455, "bench_spy_p1d": 0.004731007968096224, "bench_c_p1d": 0.014711223321056455, "ret_p1w": 0.06722963361286793, "ret_signed_p1w": 0.06722963361286793, "alpha_spy_p1w": 0.07006218983601531, "alpha_c_p1w": 0.06623169649960436, "bench_spy_p1w": -0.0028325562231473755, "bench_c_p1w": 0.0009979371132635695, "ret_p1m": 0.06475228497456365, "ret_signed_p1m": 0.06475228497456365, "alpha_spy_p1m": 0.053301366384543414, "alpha_c_p1m": 0.030189099977631972, "bench_spy_p1m": 0.011450918590020231, "bench_c_p1m": 0.03456318499693167, "ret_p3m": 0.14486637207818376, "ret_signed_p3m": 0.14486637207818376, "alpha_spy_p3m": 0.13326479445895711, "alpha_c_p3m": 0.1440838637054651, "bench_spy_p3m": 0.011601577619226644, "bench_c_p3m": 0.0007825083727186488, "ret_p6m": -0.05385435491260482, "ret_signed_p6m": -0.05385435491260482, "alpha_spy_p6m": -0.06486374728689037, "alpha_c_p6m": -0.05176861800899146, "bench_spy_p6m": 0.011009392374285554, "bench_c_p6m": -0.0020857369036133555, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06475228497456365, "alpha_spy_stated": 0.053301366384543414, "alpha_c_stated": 0.030189099977631972, "price_path": [0.0954, 0.0852, 0.0885, 0.0802, 0.0991, 0.0858, 0.0725, 0.0886, 0.0886, 0.0905, 0.0828, 0.0818, 0.0717, 0.0574, 0.0581, 0.0541, 0.0512, 0.0514, 0.0659, 0.0616, 0.0513, 0.0515, -0.0287, -0.0316, -0.0186, -0.0216, -0.0296, -0.0561, -0.0677, -0.0605, -0.0654, -0.0594, -0.0673, -0.0906, -0.113, -0.1187, -0.0988, -0.1099, -0.1002, -0.1012, -0.0943, -0.0895, -0.1014, -0.0913, -0.1012, -0.0892, -0.0809, -0.0776, -0.086, -0.086, -0.0935, -0.0837, -0.0721, -0.0671, -0.0387, -0.0274, -0.0357, -0.0352, -0.0486, -0.0381, -0.0333, -0.0275, -0.0053, 0.0, 0.0187, 0.0219, 0.0042, 0.0565, 0.0672, 0.0503, 0.0592, 0.0754, 0.0763, 0.0825, 0.0864, 0.1031, 0.0866, 0.0819, 0.0429, 0.0406, 0.0366, 0.0539, 0.0359, 0.0559, 0.0648, 0.0587, 0.0792, 0.0698, 0.1541, 0.1753, 0.1733, 0.1569, 0.1639, 0.1539, 0.1439, 0.1293, 0.1515, 0.1727, 0.1501, 0.1668, 0.1841, 0.1889, 0.1507, 0.1538, 0.1217, 0.0944, 0.089, 0.0961, 0.1227, 0.1479, 0.1492, 0.1445, 0.1445, 0.1647, 0.1537, 0.1391, 0.1422, 0.1625, 0.1623, 0.167, 0.1719, 0.1802, 0.1729, 0.1672, 0.165, 0.1443, 0.1449, 0.134, 0.136, 0.1429, 0.1466, 0.1495, 0.1495, 0.1515, 0.154, 0.1401, 0.118, 0.118, 0.1003, 0.1133, 0.1417, 0.12, 0.1426, 0.1483, 0.1783, 0.1443, 0.1664, 0.1246, 0.1537, 0.1537, 0.0997, 0.1231, 0.1122, 0.1038, 0.1185, 0.1092, 0.1103, 0.1672, 0.1576, 0.1879, 0.1109, 0.091, 0.0942, 0.1283, 0.1185, 0.1075, 0.0356, -0.0149, -0.004, -0.004, -0.0195, -0.01, -0.0272, -0.0238, -0.1522, -0.1295, -0.0983, -0.0813, -0.0882, -0.0914, -0.0689, -0.0508, -0.0261, -0.0174, -0.0384, -0.0502, -0.0553, -0.0598, -0.0651, -0.0539]}
{"unit_id": "orig:1980302997965189334", "ticker_idx": 0, "ts": "2025-10-20T16:00:01+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "December 250's or 260's should be free money. The 250's (which I took for fun near the close on Friday) closed out the week $14.40.", "tweet_type": "prediction", "timeline": "months", "summary": "Long CRM via December call options; near 52-week lows + historically strongest month (November) make calls free money.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "I have no idea what the contract is trading at at the moment you're reading this.  I will simply say 2 things:\n\n1)  $CRM is trading near 52 week lows and\n2) Look back 5, 10 years, whatever, and look at $CRM's performance mo:mo; November is THE best month of the year for it.\n\nDecember 250's or 260's should be free money.  The 250's (which I took for fun near the close on Friday) closed out the week $14.40.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.04404592588200673, "ret_signed_m1d": -0.04404592588200673, "alpha_spy_m1d": -0.03375250693294274, "alpha_c_m1d": -0.03375250693294274, "bench_spy_m1d": -0.010293418949063993, "bench_c_m1d": -0.010293418949063993, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03590523382195321, "ret_signed_p1d": 0.03590523382195321, "alpha_spy_p1d": 0.03592022974196574, "alpha_c_p1d": 0.03592022974196574, "bench_spy_p1d": -1.4995920012528252e-05, "bench_c_p1d": -1.4995920012528252e-05, "ret_p1w": 0.004679885650463511, "ret_signed_p1w": 0.004679885650463511, "alpha_spy_p1w": -0.01608580602537435, "alpha_c_p1w": -0.01608580602537435, "bench_spy_p1w": 0.02076569167583786, "bench_c_p1w": 0.02076569167583786, "ret_p1m": -0.0817209696813691, "ret_signed_p1m": -0.0817209696813691, "alpha_spy_p1m": -0.06500719388061438, "alpha_c_p1m": -0.06500719388061438, "bench_spy_p1m": -0.016713775800754727, "bench_c_p1m": -0.016713775800754727, "ret_p3m": -0.08012053652019635, "ret_signed_p3m": -0.08012053652019635, "alpha_spy_p3m": -0.11436079383555364, "alpha_c_p3m": -0.11436079383555364, "bench_spy_p3m": 0.03424025731535729, "bench_c_p3m": 0.03424025731535729, "ret_p6m": -0.32351875726223434, "ret_signed_p6m": -0.32351875726223434, "alpha_spy_p6m": -0.3639094448690573, "alpha_c_p6m": -0.3639094448690573, "bench_spy_p6m": 0.04039068760682296, "bench_c_p6m": 0.04039068760682296, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0817209696813691, "alpha_spy_stated": -0.06500719388061438, "alpha_c_stated": -0.06500719388061438, "price_path": [0.0491, 0.0509, 0.0565, 0.061, 0.0497, 0.0396, 0.0142, -0.0156, -0.0094, -0.0284, -0.0218, -0.0543, -0.0558, -0.0865, -0.0905, -0.0695, -0.0838, -0.0482, -0.0422, -0.0342, -0.0325, -0.0349, -0.0253, -0.0269, -0.0431, -0.0179, -0.0008, 0.006, 0.006, -0.0073, 0.0068, -0.0421, -0.0156, -0.0096, -0.0105, -0.0477, -0.0331, -0.047, -0.0479, -0.0605, -0.0475, -0.0393, -0.0283, -0.0181, -0.0382, -0.033, -0.0524, -0.0427, -0.0361, -0.068, -0.0731, -0.0606, -0.0547, -0.0334, -0.0572, -0.0545, -0.0352, -0.0496, -0.0217, -0.0571, -0.0696, -0.0326, -0.044, 0.0, 0.0359, 0.0093, 0.003, 0.0022, 0.0047, -0.0001, -0.0111, 0.0093, 0.0241, 0.0278, 0.0006, -0.0063, -0.059, -0.0566, -0.0494, -0.0385, -0.0325, -0.0545, -0.0418, -0.0678, -0.0817, -0.1038, -0.1137, -0.1069, -0.108, -0.0793, -0.1028, -0.1028, -0.0934, -0.0844, -0.077, -0.0612, -0.0268, 0.0247, 0.0206, 0.0265, 0.039, 0.0317, 0.0313, 0.0012, 0.0025, 0.0152, 0.0157, 0.0238, 0.0424, 0.0377, 0.0449, 0.0449, 0.0481, 0.0487, 0.0475, 0.0435, 0.0435, -0.001, 0.0094, 0.0356, 0.0483, 0.0262, 0.0239, 0.0218, -0.0505, -0.0563, -0.0801, -0.1054, -0.1054, -0.1331, -0.1272, -0.1015, -0.1017, -0.0964, -0.0998, -0.1021, -0.1567, -0.1638, -0.1696, -0.2265, -0.2144, -0.2517, -0.2463, -0.2357, -0.238, -0.2713, -0.2696, -0.2527, -0.2527, -0.2741, -0.2603, -0.2701, -0.2707, -0.2982, -0.2696, -0.2447, -0.2143, -0.2327, -0.24, -0.2278, -0.2395, -0.2067, -0.2039, -0.217, -0.2322, -0.2353, -0.215, -0.2404, -0.2187, -0.2307, -0.2345, -0.2319, -0.2304, -0.2312, -0.2791, -0.2833, -0.2688, -0.2937, -0.2712, -0.2647, -0.2664, -0.2627, -0.2627, -0.2712, -0.2793, -0.3053, -0.3253, -0.3486, -0.3176, -0.3235]}
{"unit_id": "orig:1960714655539614206", "ticker_idx": 0, "ts": "2025-08-27T14:42:56+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SNOW is a long", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Declares SNOW is a long.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "I don't know who needs to hear this, but...\n\n$SNOW is a long\n\nLong as my dong\nLong as a Tool song\nLong as the list of things Trump got wrong\nLong as how much time my haters spend covering their homosexual fantasies by sucking a bong https://t.co/jnvSdUaHgd", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03014119119980807, "ret_signed_m1d": -0.03014119119980807, "alpha_spy_m1d": -0.02786785773828515, "alpha_c_m1d": -0.02786785773828515, "bench_spy_m1d": -0.0022733334615229195, "bench_c_m1d": -0.0022733334615229195, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.20265482675803304, "ret_signed_p1d": 0.20265482675803304, "alpha_spy_p1d": 0.1991133688356439, "alpha_c_p1d": 0.1991133688356439, "bench_spy_p1d": 0.003541457922389135, "bench_c_p1d": 0.003541457922389135, "ret_p1w": 0.14441839677405177, "ret_signed_p1w": 0.14441839677405177, "alpha_spy_p1w": 0.14888776921712277, "alpha_c_p1w": 0.14888776921712277, "bench_spy_p1w": -0.004469372443070996, "bench_c_p1w": -0.004469372443070996, "ret_p1m": 0.10584363879669145, "ret_signed_p1m": 0.10584363879669145, "alpha_spy_p1m": 0.08536145831560371, "alpha_c_p1m": 0.08536145831560371, "bench_spy_p1m": 0.02048218048108774, "bench_c_p1m": 0.02048218048108774, "ret_p3m": 0.20759522047118972, "ret_signed_p3m": 0.20759522047118972, "alpha_spy_p3m": 0.17055088904083626, "alpha_c_p3m": 0.17055088904083626, "bench_spy_p3m": 0.03704433143035346, "bench_c_p3m": 0.03704433143035346, "ret_p6m": -0.10574381209614825, "ret_signed_p6m": -0.10574381209614825, "alpha_spy_p6m": -0.17034924186202405, "alpha_c_p6m": -0.17034924186202405, "bench_spy_p6m": 0.0646054297658758, "bench_c_p6m": 0.0646054297658758, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10584363879669145, "alpha_spy_stated": 0.08536145831560371, "alpha_c_stated": 0.08536145831560371, "price_path": [0.0263, 0.0488, 0.0437, 0.046, 0.0485, 0.0521, 0.0522, 0.0392, 0.041, 0.0543, 0.0389, 0.0436, 0.0452, 0.0583, 0.0583, 0.0579, 0.0665, 0.1135, 0.1054, 0.1074, 0.1109, 0.1167, 0.0777, 0.0846, 0.1053, 0.1053, 0.1268, 0.1153, 0.1073, 0.07, 0.0521, 0.0655, 0.0619, 0.0576, 0.0558, 0.0823, 0.0762, 0.0592, 0.0607, 0.073, 0.0954, 0.0912, 0.0917, 0.0993, 0.1153, 0.0231, 0.0404, 0.0268, 0.0507, 0.03, -0.0432, -0.0429, -0.0366, -0.0176, -0.0274, -0.0065, -0.0107, -0.0387, -0.0279, -0.0285, -0.0179, -0.0285, -0.0301, 0.0, 0.2027, 0.191, 0.191, 0.1657, 0.1444, 0.1073, 0.1257, 0.1304, 0.1256, 0.1271, 0.1205, 0.1036, 0.1268, 0.0776, 0.0877, 0.1084, 0.1502, 0.1455, 0.1155, 0.1107, 0.1058, 0.121, 0.1241, 0.1256, 0.1505, 0.2004, 0.1732, 0.2102, 0.1718, 0.2486, 0.2509, 0.2085, 0.2339, 0.2018, 0.202, 0.198, 0.2014, 0.226, 0.2352, 0.206, 0.2625, 0.2872, 0.3273, 0.3327, 0.3459, 0.3533, 0.3717, 0.383, 0.3245, 0.3214, 0.321, 0.3117, 0.3399, 0.3537, 0.3465, 0.2821, 0.2826, 0.2615, 0.2701, 0.2624, 0.2209, 0.1679, 0.2076, 0.2492, 0.2409, 0.2409, 0.2538, 0.2575, 0.2959, 0.3224, 0.1716, 0.1417, 0.1244, 0.1108, 0.0806, 0.1004, 0.0875, 0.0743, 0.1009, 0.0793, 0.1044, 0.1101, 0.132, 0.1233, 0.1075, 0.1075, 0.1172, 0.1123, 0.1081, 0.0947, 0.0947, 0.0814, 0.1196, 0.1704, 0.1652, 0.1168, 0.0933, 0.0993, 0.0449, 0.0288, 0.0367, 0.0499, 0.0499, 0.029, 0.0305, 0.0536, 0.0464, 0.0543, 0.0617, 0.0779, -0.0051, -0.0384, -0.0485, -0.1355, -0.1752, -0.218, -0.1595, -0.122, -0.0889, -0.1076, -0.1371, -0.0903, -0.0903, -0.1162, -0.1213, -0.1057]}
{"unit_id": "quote:1963971678209532081", "ticker_idx": 0, "ts": "2025-09-05T14:25:11+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I am taking some off here at this point but still leaving it open", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holds a long PLTR position after partial trim at $19.40; trade remains open.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$PLTR is $19.40.  *I* am taking some off here at this point but still leaving it open.  Remember, I told all of you to just get out with gains but that I personally liked this one for me (for those of you who are incapable of listening)", "reply_text": null, "parent_text": null, "quoted_text": "So here's a weird message from me to you:\n\nI REALLY like this trade.  I think it can go far and I'm staying in.  But I'm going to say take money at $17.40 because the point of this trade isn't the action & I don't wanna babysit it for you.  You'll understand why I did this later", "parent_author": null, "ret_m1d": 0.019789685632670695, "ret_signed_m1d": 0.019789685632670695, "alpha_spy_m1d": 0.016884839527698814, "alpha_c_m1d": 0.016884839527698814, "bench_spy_m1d": 0.002904846104971881, "bench_c_m1d": 0.002904846104971881, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.019528479402030063, "ret_signed_p1d": 0.019528479402030063, "alpha_spy_p1d": 0.01707165195806737, "alpha_c_p1d": 0.01707165195806737, "bench_spy_p1d": 0.0024568274439626947, "bench_c_p1d": 0.0024568274439626947, "ret_p1w": 0.11965248509176152, "ret_signed_p1w": 0.11965248509176152, "alpha_spy_p1w": 0.10393959287215582, "alpha_c_p1w": 0.10393959287215582, "bench_spy_p1w": 0.0157128922196057, "bench_c_p1w": 0.0157128922196057, "ret_p1m": 0.17255566627670094, "ret_signed_p1m": 0.17255566627670094, "alpha_spy_p1m": 0.13202657250024208, "alpha_c_p1m": 0.13202657250024208, "bench_spy_p1m": 0.04052909377645886, "bench_c_p1m": 0.04052909377645886, "ret_p3m": 0.1500228667568182, "ret_signed_p3m": 0.1500228667568182, "alpha_spy_p3m": 0.09046824352472549, "alpha_c_p3m": 0.09046824352472549, "bench_spy_p3m": 0.05955462323209271, "bench_c_p3m": 0.05955462323209271, "ret_p6m": -0.05185815694438345, "ret_signed_p6m": -0.05185815694438345, "alpha_spy_p6m": -0.11841284589095191, "alpha_c_p6m": -0.11841284589095191, "bench_spy_p6m": 0.06655468894656846, "bench_c_p6m": 0.06655468894656846, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.17255566627670094, "alpha_spy_stated": 0.13202657250024208, "alpha_c_stated": 0.13202657250024208, "price_path": [-0.1326, -0.1092, -0.117, -0.1026, -0.0764, -0.0974, -0.0859, -0.0859, -0.1033, -0.0861, -0.0645, -0.0667, -0.0579, -0.1461, -0.1097, -0.1465, -0.1371, -0.1225, -0.1225, -0.0914, -0.0875, -0.0652, -0.0693, -0.0719, -0.0259, -0.0296, -0.0144, 0.0057, 0.0027, -0.0086, -0.0264, 0.0099, 0.0114, 0.0372, 0.0312, 0.0204, 0.0359, 0.0342, 0.0076, 0.0493, 0.1317, 0.1726, 0.19, 0.2211, 0.1931, 0.2211, 0.2042, 0.1823, 0.1571, 0.1366, 0.0303, 0.0189, 0.0201, 0.0368, 0.0265, 0.0507, 0.0236, 0.0327, 0.0235, 0.0235, 0.026, 0.0117, 0.0198, 0.0, 0.0195, 0.0604, 0.089, 0.0735, 0.1197, 0.1182, 0.112, 0.0994, 0.1558, 0.1912, 0.1712, 0.1923, 0.1728, 0.1699, 0.1598, 0.1682, 0.1914, 0.208, 0.2217, 0.1304, 0.1726, 0.1898, 0.1989, 0.2114, 0.1458, 0.1574, 0.1739, 0.1731, 0.1633, 0.1635, 0.186, 0.1855, 0.1462, 0.1788, 0.2059, 0.2356, 0.2383, 0.2985, 0.2707, 0.3093, 0.3531, 0.2458, 0.2272, 0.1433, 0.1621, 0.2645, 0.2472, 0.2029, 0.1243, 0.1365, 0.1185, 0.0929, 0.0804, 0.0172, 0.0114, 0.0597, 0.0682, 0.0827, 0.0827, 0.1002, 0.0939, 0.1148, 0.15, 0.162, 0.1871, 0.1854, 0.1876, 0.2273, 0.2249, 0.1989, 0.1969, 0.2262, 0.1579, 0.2128, 0.263, 0.2669, 0.2679, 0.2682, 0.2682, 0.2325, 0.2029, 0.1811, 0.1609, 0.1609, 0.0963, 0.1367, 0.1737, 0.1866, 0.1551, 0.1592, 0.1718, 0.1688, 0.1652, 0.1565, 0.1166, 0.1166, 0.1007, 0.0798, 0.0835, 0.1077, 0.0938, 0.0822, 0.0277, -0.0082, -0.0426, -0.0349, 0.0312, -0.0886, -0.1509, -0.1124, -0.0666, -0.0888, -0.1138, -0.1566, -0.1417, -0.1417, -0.1312, -0.1158, -0.119, -0.1167, -0.147, -0.1585, -0.1236, -0.1121, -0.104, -0.0519]}
{"unit_id": "orig:1988637971243745556", "ticker_idx": 0, "ts": "2025-11-12T16:00:14+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META currently has an RSI of 9 on the 15 and 5 on the 5. Pod racers, you know what to do.", "tweet_type": "prediction", "timeline": "intraday", "summary": "Extremely oversold RSI readings on META signal a buy opportunity.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META currently has an RSI of 9 on the 15 and 5 on the 5.\n\nPod racers, you know what to do.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029671149320976253, "ret_signed_m1d": 0.029671149320976253, "alpha_spy_m1d": 0.030227238520162847, "alpha_c_m1d": 0.02385829282677121, "bench_spy_m1d": -0.0005560891991865935, "bench_c_m1d": 0.005812856494205043, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0014449834159191433, "ret_signed_p1d": 0.0014449834159191433, "alpha_spy_p1d": 0.018039004886656995, "alpha_c_p1d": 0.01562501783332082, "bench_spy_p1d": -0.016594021470737852, "bench_c_p1d": -0.014180034417401677, "ret_p1w": -0.030689183003124065, "ret_signed_p1w": -0.030689183003124065, "alpha_spy_p1w": -0.00032550911014217476, "alpha_c_p1w": -0.009991605057096065, "bench_spy_p1w": -0.03036367389298189, "bench_c_p1w": -0.020697577946028, "ret_p1m": 0.07175586466105033, "ret_signed_p1m": 0.07175586466105033, "alpha_spy_p1m": 0.06328329644872932, "alpha_c_p1m": 0.042955467872205055, "bench_spy_p1m": 0.008472568212321008, "bench_c_p1m": 0.028800396788845273, "ret_p3m": 0.11290827758458688, "ret_signed_p3m": 0.11290827758458688, "alpha_spy_p3m": 0.09444038551565304, "alpha_c_p3m": 0.08015879301378392, "bench_spy_p3m": 0.018467892068933844, "bench_c_p3m": 0.032749484570802956, "ret_p6m": 0.01450153392709419, "ret_signed_p6m": 0.01450153392709419, "alpha_spy_p6m": -0.06212586906358952, "alpha_c_p6m": -0.025975702855729477, "bench_spy_p6m": 0.07662740299068371, "bench_c_p6m": 0.04047723678282367, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0014449834159191433, "alpha_spy_stated": 0.018039004886656995, "alpha_c_stated": 0.01562501783332082, "price_path": [0.2885, 0.2592, 0.2331, 0.2269, 0.2128, 0.2385, 0.2361, 0.2374, 0.2264, 0.2325, 0.2121, 0.2121, 0.2062, 0.2094, 0.2285, 0.2347, 0.2345, 0.2564, 0.2339, 0.2322, 0.2398, 0.2548, 0.2783, 0.2729, 0.2803, 0.2772, 0.2564, 0.2404, 0.249, 0.2297, 0.2212, 0.2207, 0.2059, 0.1779, 0.1938, 0.1667, 0.1751, 0.1709, 0.1787, 0.2044, 0.1581, 0.1752, 0.1636, 0.1782, 0.1692, 0.1772, 0.2022, 0.204, 0.2043, 0.2052, 0.2124, 0.2329, 0.2339, 0.2342, 0.0943, 0.0646, 0.0471, 0.0301, 0.0442, 0.0163, 0.0209, 0.0374, 0.0297, 0.0, 0.0014, 0.0007, -0.0115, -0.0186, -0.0307, -0.0326, -0.0242, 0.0066, 0.0447, 0.0404, 0.0404, 0.0639, 0.0523, 0.0625, 0.0502, 0.0862, 0.1058, 0.0949, 0.0787, 0.0675, 0.0718, 0.0578, 0.0641, 0.0799, 0.0674, 0.0919, 0.0826, 0.0871, 0.0927, 0.097, 0.097, 0.09, 0.0825, 0.0944, 0.0848, 0.0848, 0.0689, 0.0826, 0.0856, 0.066, 0.0617, 0.0732, 0.055, 0.0371, 0.0115, 0.0202, 0.0193, 0.0193, -0.0072, 0.0073, 0.0643, 0.0826, 0.1049, 0.1059, 0.099, 0.2133, 0.1775, 0.1609, 0.1367, 0.0994, 0.1014, 0.087, 0.1129, 0.1022, 0.0989, 0.0679, 0.0514, 0.0514, 0.0506, 0.057, 0.0596, 0.0775, 0.0472, 0.0506, 0.0742, 0.0797, 0.0652, 0.074, 0.0765, 0.0973, 0.0855, 0.0597, 0.0639, 0.0749, 0.0762, 0.0488, 0.0085, 0.032, 0.0241, 0.0126, -0.0021, -0.0236, -0.0065, -0.0248, -0.0216, -0.0994, -0.1353, -0.1178, -0.059, -0.0473, -0.0552, -0.0552, -0.0575, -0.0542, 0.0073, 0.0335, 0.036, 0.0436, 0.0896, 0.1046, 0.1133, 0.1325, 0.1035, 0.1001, 0.1097, 0.0841, 0.1103, 0.1162, 0.1042, 0.1005, 0.0064, 0.0012, 0.004, -0.005, 0.008, 0.0145]}
{"unit_id": "quote:1975973548394226126", "ticker_idx": 0, "ts": "2025-10-08T17:16:20+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Going ahead and starting the lengthy process of rolling my 2026's at $44 to January 2027 250's", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Rolling NVDA long-call position out to Jan 2027 $250 strike, maintaining bullish stance.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "There was a Space the same day (it later became known as \"Open Office Hour w/ Bonk\") where I talked about 1/26 150 leaps for $19.\n\nGoing ahead and starting the lengthy process of rolling my 2026's at $44 to January 2027 250's. 131% and you even got to avoid short-term cap gains", "reply_text": null, "parent_text": null, "quoted_text": "@DimitryNakhla Now do it t he right way, and learn that NVDA is cheaper at $120 than it was at $700 ($70)", "parent_author": null, "ret_m1d": -0.02152188536084898, "ret_signed_m1d": -0.02152188536084898, "alpha_spy_m1d": -0.015594180164828053, "alpha_c_m1d": 0.004542246782127557, "bench_spy_m1d": -0.005927705196020927, "bench_c_m1d": -0.026064132142976537, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0182962524780399, "ret_signed_p1d": 0.0182962524780399, "alpha_spy_p1d": 0.021193260857277352, "alpha_c_p1d": 0.02078138142185748, "bench_spy_p1d": -0.0028970083792374535, "bench_c_p1d": -0.0024851289438175828, "ret_p1w": -0.049071937769506246, "ret_signed_p1w": -0.049071937769506246, "alpha_spy_p1w": -0.03727598499088869, "alpha_c_p1w": -0.036675572529325184, "bench_spy_p1w": -0.011795952778617558, "bench_c_p1w": -0.012396365240181062, "ret_p1m": -0.005446557792602613, "ret_signed_p1m": -0.005446557792602613, "alpha_spy_p1m": -0.0012868046693680357, "alpha_c_p1m": -0.01995228392102577, "bench_spy_p1m": -0.0041597531232345775, "bench_c_p1m": 0.014505726128423158, "ret_p3m": -0.005179626693950112, "ret_signed_p3m": -0.005179626693950112, "alpha_spy_p3m": -0.029903871493346834, "alpha_c_p3m": -0.09965442095474764, "bench_spy_p3m": 0.024724244799396722, "bench_c_p3m": 0.09447479426079752, "ret_p6m": -0.06187154247880422, "ret_signed_p6m": -0.06187154247880422, "alpha_spy_p6m": -0.04174751134380672, "alpha_c_p6m": -0.19904245130852194, "bench_spy_p6m": -0.0201240311349975, "bench_c_p6m": 0.13717090882971772, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.128, -0.1325, -0.0974, -0.0939, -0.0852, -0.0884, -0.0938, -0.1168, -0.097, -0.0813, -0.0826, -0.0654, -0.072, -0.0521, -0.0595, -0.0814, -0.0482, -0.0574, -0.0513, -0.0442, -0.034, -0.0373, -0.0315, -0.0398, -0.0375, -0.0458, -0.0376, -0.0713, -0.0725, -0.0748, -0.0589, -0.0492, -0.0389, -0.0398, -0.0473, -0.079, -0.079, -0.097, -0.0978, -0.0923, -0.1169, -0.11, -0.0971, -0.0623, -0.0631, -0.0597, -0.0601, -0.0752, -0.0995, -0.0681, -0.0658, -0.0291, -0.0565, -0.0642, -0.0604, -0.0577, -0.0384, -0.0134, -0.0099, -0.0012, -0.0079, -0.0189, -0.0215, 0.0, 0.0183, -0.0315, -0.0042, -0.048, -0.0491, -0.0386, -0.0311, -0.0342, -0.042, -0.0467, -0.0368, -0.0151, 0.0126, 0.063, 0.0948, 0.0729, 0.0708, 0.094, 0.0507, 0.0323, -0.0054, -0.0051, 0.0526, 0.0214, 0.0248, -0.0119, 0.0056, -0.0133, -0.041, -0.0137, -0.0448, -0.0541, -0.0347, -0.0597, -0.0468, -0.0468, -0.064, -0.0486, -0.0405, -0.0503, -0.0302, -0.0354, -0.0188, -0.0218, -0.0281, -0.0432, -0.0745, -0.0677, -0.0602, -0.096, -0.0791, -0.0429, -0.0286, 0.0006, -0.0026, -0.0026, 0.0076, -0.0047, -0.0082, -0.0137, -0.0137, -0.0013, -0.0052, -0.0098, 0.0001, -0.0215, -0.0224, -0.022, -0.0174, -0.0315, -0.0108, -0.0152, -0.0152, -0.0583, -0.0306, -0.0225, -0.0076, -0.0139, -0.0031, 0.0128, 0.018, 0.0107, -0.0185, -0.0463, -0.0788, -0.0911, -0.0195, 0.005, -0.003, 0.005, -0.0114, -0.0333, -0.0333, -0.0218, -0.0059, -0.0063, 0.0038, 0.013, 0.0198, 0.0342, -0.0223, -0.063, -0.035, -0.0479, -0.032, -0.0305, -0.0596, -0.0341, -0.0229, -0.0162, -0.0315, -0.0467, -0.031, -0.0379, -0.046, -0.0557, -0.0867, -0.0711, -0.0735, -0.055, -0.0944, -0.1141, -0.1265, -0.0777, -0.0705, -0.0619]}
{"unit_id": "reply:1973494408692842498", "ticker_idx": 0, "ts": "2025-10-01T21:05:07+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla is gonna work just fine", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Expects Tesla to work out fine; bullish forward stance.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@MidwestCon7 @bonkthisdick 90? More like 200.  And Tesla is gonna work just fine. But Gucci here has nothing else to live for other than to glom on to the 4 out of about 210 that haven't panned", "reply_text": null, "parent_text": "@bonkthisdick @BonkDaCarnivore And how are his other 90+ trades this year? Losses happen. Move on, weirdo.", "quoted_text": null, "parent_author": "MidwestCon7", "ret_m1d": 0.05380731985109666, "ret_signed_m1d": 0.05380731985109666, "alpha_spy_m1d": 0.05495770654043841, "alpha_c_m1d": 0.0465391453353019, "bench_spy_m1d": -0.0011503866893417536, "bench_c_m1d": 0.007268174515794756, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014151406944344913, "ret_signed_p1d": -0.014151406944344913, "alpha_spy_p1d": -0.0141366395821233, "alpha_c_p1d": -0.0077186511089726295, "bench_spy_p1d": -1.4767362221612679e-05, "bench_c_p1d": -0.006432755835372284, "ret_p1w": -0.001055026273114934, "ret_signed_p1w": -0.001055026273114934, "alpha_spy_p1w": -0.003954015405895572, "alpha_c_p1w": 0.01640525614383359, "bench_spy_p1w": 0.0028989891327806383, "bench_c_p1w": -0.017460282416948525, "ret_p1m": 0.04715595770319658, "ret_signed_p1m": 0.04715595770319658, "alpha_spy_p1m": 0.02796930182190205, "alpha_c_p1m": 0.04494208220201745, "bench_spy_p1m": 0.019186655881294534, "bench_c_p1m": 0.00221387550117913, "ret_p3m": 0.04227062540316795, "ret_signed_p3m": 0.04227062540316795, "alpha_spy_p3m": 0.012653809101540903, "alpha_c_p3m": 0.03476407979701901, "bench_spy_p3m": 0.029616816301627047, "bench_c_p3m": 0.00750654560614894, "ret_p6m": -0.17011470969663844, "ret_signed_p6m": -0.17011470969663844, "alpha_spy_p6m": -0.12301599648422445, "alpha_c_p6m": -0.0565153030326786, "bench_spy_p6m": -0.04709871321241399, "bench_c_p6m": -0.11359940666395985, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04715595770319658, "alpha_spy_stated": 0.02796930182190205, "alpha_c_stated": 0.04494208220201745, "price_path": [-0.3258, -0.3169, -0.3214, -0.2893, -0.2809, -0.2732, -0.2872, -0.2622, -0.2674, -0.2439, -0.2466, -0.2383, -0.2372, -0.2998, -0.2751, -0.2532, -0.2633, -0.2683, -0.293, -0.3059, -0.2907, -0.2919, -0.2663, -0.2608, -0.2439, -0.2224, -0.2183, -0.2216, -0.2303, -0.2418, -0.2313, -0.2447, -0.2571, -0.2658, -0.2202, -0.205, -0.1934, -0.1982, -0.2065, -0.2342, -0.2342, -0.2446, -0.2337, -0.2236, -0.1953, -0.2055, -0.2042, -0.2023, -0.1541, -0.0919, -0.0595, -0.033, -0.0233, -0.0439, -0.0228, -0.0041, -0.0233, 0.0156, -0.0289, 0.0101, 0.0165, 0.02, 0.0538, 0.0, -0.0142, 0.0396, -0.0067, 0.0062, -0.0011, -0.0516, -0.0002, -0.0155, -0.0019, -0.0166, 0.0076, 0.0262, 0.0151, 0.0068, 0.0298, -0.0052, 0.0377, 0.0563, 0.0585, 0.0094, 0.0472, 0.0742, 0.0189, 0.0598, 0.0227, -0.0149, 0.0212, 0.0083, -0.0124, -0.078, -0.0726, -0.0621, -0.0797, -0.0734, -0.0935, -0.103, -0.0418, -0.0381, -0.0216, -0.0216, -0.0134, -0.0134, -0.0155, 0.0246, 0.0425, 0.0436, 0.0082, 0.021, 0.0354, 0.025, 0.0527, 0.0902, 0.1236, 0.0717, 0.1086, 0.1037, 0.1209, 0.1137, 0.1133, 0.1133, 0.0899, 0.0542, 0.0423, 0.0315, 0.0315, 0.0047, 0.0359, -0.007, -0.0105, -0.0005, 0.0207, 0.0297, 0.0257, 0.0073, 0.0059, 0.0034, 0.0034, -0.0384, -0.0105, 0.0306, 0.03, -0.0018, -0.0117, -0.0104, -0.0446, -0.0128, -0.0325, -0.0322, -0.0688, -0.089, -0.0571, -0.0428, -0.0247, -0.0177, -0.0434, -0.0426, -0.0426, -0.0582, -0.0566, -0.0557, -0.0555, -0.083, -0.0611, -0.0427, -0.0629, -0.0768, -0.075, -0.0999, -0.0689, -0.0698, -0.0901, -0.0856, -0.0843, -0.0646, -0.094, -0.1028, -0.0928, -0.0842, -0.0991, -0.1278, -0.1561, -0.1265, -0.1215, -0.1148, -0.1465, -0.1701]}
{"unit_id": "reply:1984996544152780942", "ticker_idx": 0, "ts": "2025-11-02T14:50:30+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's still going to be 350 by EOY", "tweet_type": "prediction", "timeline": "months", "summary": "Despite balance sheet concerns, bullish ORCL to $350 by end of year.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@theagenttrades Nothing you said is wrong.\n\nIt's still going to be 350 by EOY :P", "reply_text": null, "parent_text": "Oracle’s sitting on a debt time bomb.\n\nDebt-to-equity north of 500%, net debt-to-EBITDA way above every AI peer. Everyone’s busy chasing the narrative, nobody’s looking at the balance sheet.\n\n@BonkDaCarnivore call somebody cause Layton ain’t saving this one!\n\n#ORCL #Markets #AI", "quoted_text": null, "parent_author": "theagenttrades", "ret_m1d": 0.01846022160553984, "ret_signed_m1d": 0.01846022160553984, "alpha_spy_m1d": 0.020333393336303573, "alpha_c_m1d": 0.020333393336303573, "bench_spy_m1d": -0.0018731717307637341, "bench_c_m1d": -0.0018731717307637341, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0375412735792886, "ret_signed_p1d": -0.0375412735792886, "alpha_spy_p1d": -0.02568773363684107, "alpha_c_p1d": -0.02568773363684107, "bench_spy_p1d": -0.011853539942447533, "bench_c_p1d": -0.011853539942447533, "ret_p1w": -0.0660074206704182, "ret_signed_p1w": -0.0660074206704182, "alpha_spy_p1w": -0.06322699173538093, "alpha_c_p1w": -0.06322699173538093, "bench_spy_p1w": -0.0027804289350372713, "bench_c_p1w": -0.0027804289350372713, "ret_p1m": -0.22008921809311777, "ret_signed_p1m": -0.22008921809311777, "alpha_spy_p1m": -0.21744047619386908, "alpha_c_p1m": -0.21744047619386908, "bench_spy_p1m": -0.0026487418992486855, "bench_c_p1m": -0.0026487418992486855, "ret_p3m": -0.3428088111589659, "ret_signed_p3m": -0.3428088111589659, "alpha_spy_p3m": -0.36146830720004586, "alpha_c_p3m": -0.36146830720004586, "bench_spy_p3m": 0.01865949604107997, "bench_c_p3m": 0.01865949604107997, "ret_p6m": -0.35241474255098826, "ret_signed_p6m": -0.35241474255098826, "alpha_spy_p6m": -0.39983231576372535, "alpha_c_p6m": -0.39983231576372535, "bench_spy_p6m": 0.047417573212737096, "bench_c_p6m": 0.047417573212737096, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.22008921809311777, "alpha_spy_stated": -0.21744047619386908, "alpha_c_stated": -0.21744047619386908, "price_path": [-0.0072, -0.0345, -0.0319, -0.0217, -0.0172, -0.0547, -0.0516, -0.0388, -0.0357, -0.0917, -0.09, -0.0973, -0.0849, -0.0886, -0.0933, -0.0871, -0.0696, -0.1245, -0.1245, -0.1277, -0.1349, -0.1367, -0.0987, -0.0767, -0.065, 0.2711, 0.1919, 0.1312, 0.1697, 0.1872, 0.1669, 0.1484, 0.195, 0.2704, 0.215, 0.1942, 0.1279, 0.0974, 0.0947, 0.0888, 0.1189, 0.118, 0.1078, 0.1289, 0.1004, 0.1174, 0.1517, 0.1362, 0.1945, 0.1596, 0.1775, 0.2139, 0.1298, 0.075, 0.0671, 0.0574, 0.0862, 0.0988, 0.0913, 0.0891, 0.0677, -0.0037, 0.0185, 0.0, -0.0375, -0.0292, -0.0545, -0.0721, -0.066, -0.0842, -0.1197, -0.1562, -0.1357, -0.1473, -0.1449, -0.1253, -0.1829, -0.2292, -0.2233, -0.2359, -0.2051, -0.2051, -0.2168, -0.2207, -0.2201, -0.1944, -0.1688, -0.1562, -0.1447, -0.1409, -0.1351, -0.2288, -0.2633, -0.2828, -0.2684, -0.3079, -0.3018, -0.2555, -0.2306, -0.2424, -0.2341, -0.2341, -0.2322, -0.2423, -0.2352, -0.2441, -0.2441, -0.241, -0.2531, -0.2486, -0.2521, -0.2645, -0.2281, -0.2041, -0.2134, -0.2472, -0.2618, -0.257, -0.257, -0.3004, -0.3239, -0.3072, -0.3111, -0.2906, -0.3199, -0.3281, -0.3428, -0.36, -0.3776, -0.3986, -0.4297, -0.4693, -0.4446, -0.3911, -0.3783, -0.3889, -0.3915, -0.3773, -0.3773, -0.4013, -0.3927, -0.3913, -0.4242, -0.4505, -0.4317, -0.4249, -0.4155, -0.4346, -0.4196, -0.4206, -0.4075, -0.3981, -0.4052, -0.4107, -0.4191, -0.3657, -0.3811, -0.3969, -0.3935, -0.3985, -0.4055, -0.3953, -0.418, -0.3999, -0.428, -0.4322, -0.4447, -0.4569, -0.4603, -0.428, -0.4353, -0.4308, -0.4308, -0.4341, -0.4433, -0.4414, -0.4621, -0.4612, -0.3928, -0.364, -0.3374, -0.3041, -0.3169, -0.3071, -0.2931, -0.2684, -0.3121, -0.3239, -0.3251, -0.3524]}
{"unit_id": "thread:1983562780017037487", "ticker_idx": 0, "ts": "2025-10-29T15:53:14+00:00", "symbol": "WHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I went into this one with some fairly significant size relative to the liquidity of the ticker", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Entered WHR long with significant size; advises followers to take at least some gains by EOD if set up.", "resolved_tickers": ["WHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Furnishings, Fixtures & Appliances", "unit_kind": "self_thread", "lang": "en", "tweet_text": "This was supposed to go out as a bonus right after the $JPM thing; just noticed it didn't send. Anyhow, I went into this one with some fairly significant size relative to the liquidity of the ticker. Hopefully it's around the same price right now. $WHR https://t.co/Bfp8F920NA\n\n---\n\nAnyone following in this should endeavor to make it a quicker in and out, taking at least some gains by EOD if it's set up that way. The genesis of this trade was literally me looking at an old $WHR washing machine abandoned in the woods all morning and me pulling up the chart just to do something, and liking what I saw.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04050441481108069, "ret_signed_m1d": 0.04050441481108069, "alpha_spy_m1d": 0.04098448193475168, "alpha_c_m1d": 0.04098448193475168, "bench_spy_m1d": -0.0004800671236709908, "bench_c_m1d": -0.0004800671236709908, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.038090092076969784, "ret_signed_p1d": -0.038090092076969784, "alpha_spy_p1d": -0.027091947157778407, "alpha_c_p1d": -0.027091947157778407, "bench_spy_p1d": -0.010998144919191377, "bench_c_p1d": -0.010998144919191377, "ret_p1w": -0.04560075825003873, "ret_signed_p1w": -0.04560075825003873, "alpha_spy_p1w": -0.031329387806635633, "alpha_c_p1w": -0.031329387806635633, "bench_spy_p1w": -0.014271370443403097, "bench_c_p1w": -0.014271370443403097, "ret_p1m": 0.069767405225309, "ret_signed_p1m": 0.069767405225309, "alpha_spy_p1m": 0.08098370564731439, "alpha_c_p1m": 0.08098370564731439, "bench_spy_p1m": -0.011216300422005387, "bench_c_p1m": -0.011216300422005387, "ret_p3m": 0.15087631965175108, "ret_signed_p3m": 0.15087631965175108, "alpha_spy_p3m": 0.14012999565680673, "alpha_c_p3m": 0.14012999565680673, "bench_spy_p3m": 0.010746323994944351, "bench_c_p3m": 0.010746323994944351, "ret_p6m": -0.25392160723803225, "ret_signed_p6m": -0.25392160723803225, "alpha_spy_p6m": -0.2904276937140521, "alpha_c_p6m": -0.2904276937140521, "bench_spy_p6m": 0.03650608647601983, "bench_c_p6m": 0.03650608647601983, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": -0.038090092076969784, "alpha_spy_stated": -0.027091947157778407, "alpha_c_stated": -0.027091947157778407, "price_path": [0.0982, 0.1039, 0.1229, 0.1015, 0.1126, 0.112, 0.0924, 0.139, 0.1984, 0.1824, 0.1707, 0.1702, 0.1899, 0.1557, 0.1718, 0.2441, 0.2437, 0.2612, 0.2567, 0.2548, 0.2493, 0.2493, 0.2145, 0.1998, 0.2343, 0.2666, 0.2814, 0.2582, 0.2574, 0.2736, 0.2352, 0.2061, 0.2111, 0.1595, 0.1387, 0.1089, 0.0876, 0.072, 0.0681, 0.039, 0.0393, 0.0511, 0.0542, 0.0597, 0.0671, 0.0736, 0.064, 0.0278, 0.0345, -0.0015, -0.0406, -0.0354, -0.007, -0.0188, -0.0318, -0.0241, -0.0256, -0.0001, -0.0208, -0.0036, -0.0121, -0.0105, 0.0405, 0.0, -0.0381, -0.0393, -0.0486, -0.0545, -0.0456, -0.0821, -0.0935, -0.1215, -0.1137, -0.106, -0.119, -0.0574, -0.0853, -0.0789, -0.0606, -0.0578, -0.0028, 0.0192, 0.056, 0.0698, 0.0698, 0.0509, 0.0798, 0.0809, 0.0984, 0.0855, 0.0334, 0.0191, 0.0137, 0.0613, 0.0672, 0.0548, 0.0497, 0.0268, 0.0339, 0.0456, -0.0003, -0.016, -0.0274, -0.0204, -0.0204, -0.0203, -0.0267, -0.0188, -0.0199, -0.0199, 0.0122, 0.0415, 0.0748, 0.0448, 0.1055, 0.1338, 0.1404, 0.1552, 0.1582, 0.1513, 0.1838, 0.1838, 0.17, 0.1942, 0.2181, 0.1607, 0.1509, 0.134, 0.0987, 0.0456, 0.0868, 0.0861, 0.1616, 0.1914, 0.156, 0.1755, 0.1937, 0.2384, 0.2611, 0.2283, 0.2049, 0.2049, 0.185, 0.1744, 0.1623, 0.1479, 0.1305, -0.0263, -0.0386, -0.0608, -0.058, -0.1182, -0.1693, -0.1748, -0.1572, -0.1912, -0.1914, -0.2078, -0.1984, -0.2135, -0.2086, -0.2247, -0.2173, -0.2519, -0.2534, -0.2806, -0.2508, -0.2589, -0.2399, -0.262, -0.2853, -0.2998, -0.2578, -0.2528, -0.2364, -0.2364, -0.2252, -0.2494, -0.2269, -0.217, -0.2221, -0.2287, -0.2392, -0.2326, -0.2293, -0.2177, -0.2119, -0.2166, -0.234, -0.2539]}
{"unit_id": "thread:1975966880008634390", "ticker_idx": 0, "ts": "2025-10-08T16:49:50+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NFLX is going to $1,220 by EOW", "tweet_type": "prediction", "timeline": "days", "summary": "NFLX to $1,220 by end of week (or sooner).", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "self_thread", "lang": "en", "tweet_text": "I don't know who needs to hear this, but $NFLX is going to $1,220 by EOW.\n\n---\n\nWhich is to say, probably by EOD but I always like to give myself wiggle room.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01909821030148251, "ret_signed_m1d": -0.01909821030148251, "alpha_spy_m1d": -0.013170505105461583, "alpha_c_m1d": -0.02325110782959472, "bench_spy_m1d": -0.005927705196020927, "bench_c_m1d": 0.004152897528112209, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013852165240020753, "ret_signed_p1d": 0.013852165240020753, "alpha_spy_p1d": 0.016749173619258206, "alpha_c_p1d": 0.019562557123511404, "bench_spy_p1d": -0.0028970083792374535, "bench_c_p1d": -0.005710391883490651, "ret_p1w": -0.0090261531302539, "ret_signed_p1w": -0.0090261531302539, "alpha_spy_p1w": 0.0027697996483636578, "alpha_c_p1w": -0.007468791644211326, "bench_spy_p1w": -0.011795952778617558, "bench_c_p1w": -0.0015573614860425744, "ret_p1m": -0.09654518656060429, "ret_signed_p1m": -0.09654518656060429, "alpha_spy_p1m": -0.09238543343736971, "alpha_c_p1m": -0.06903173387251815, "bench_spy_p1m": -0.0041597531232345775, "bench_c_p1m": -0.027513452688086137, "ret_p3m": -0.246777872877734, "ret_signed_p3m": -0.246777872877734, "alpha_spy_p3m": -0.2715021176771307, "alpha_c_p3m": -0.26885092417287126, "bench_spy_p3m": 0.024724244799396722, "bench_c_p3m": 0.022073051295137258, "ret_p6m": -0.1874819750257266, "ret_signed_p6m": -0.1874819750257266, "alpha_spy_p6m": -0.1673579438907291, "alpha_c_p6m": -0.16013480831151483, "bench_spy_p6m": -0.0201240311349975, "bench_c_p6m": -0.02734716671421178, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.0090261531302539, "alpha_spy_stated": 0.0027697996483636578, "alpha_c_stated": -0.007468791644211326, "price_path": [0.0254, 0.0393, 0.0379, 0.0297, 0.0493, -0.0041, 0.0157, -0.0199, -0.0309, -0.0276, -0.0278, -0.0327, -0.0375, -0.0247, -0.0452, -0.0458, -0.0356, -0.0547, -0.0295, -0.0279, -0.0021, 0.0033, 0.0091, -0.0081, 0.0134, 0.0203, 0.0254, -0.0001, -0.0003, -0.0066, -0.0079, 0.0031, 0.0098, 0.0076, 0.0142, -0.0049, -0.0049, -0.0001, 0.0098, 0.0356, 0.0244, 0.0251, 0.0404, 0.0276, -0.0089, -0.0213, -0.0099, -0.0113, 0.0117, -0.0053, 0.0105, 0.0108, 0.0035, -0.0085, -0.0049, -0.003, -0.0065, -0.0126, -0.0357, -0.0426, -0.0502, -0.042, -0.0191, 0.0, 0.0139, 0.0048, 0.0039, 0.0009, -0.009, -0.0253, -0.0123, 0.02, 0.0223, -0.0806, -0.0829, -0.0985, -0.0986, -0.092, -0.0938, -0.1032, -0.0786, -0.094, -0.0999, -0.0954, -0.0965, -0.0911, -0.0776, -0.0641, -0.0467, -0.0494, -0.0841, -0.0917, -0.0604, -0.0941, -0.1298, -0.141, -0.119, -0.1402, -0.1259, -0.1259, -0.114, -0.1013, -0.0994, -0.1438, -0.1499, -0.1745, -0.2029, -0.2035, -0.2365, -0.2251, -0.2161, -0.2278, -0.2212, -0.2194, -0.2259, -0.2226, -0.2322, -0.23, -0.2288, -0.2288, -0.222, -0.2246, -0.2277, -0.2278, -0.2278, -0.2506, -0.2468, -0.2534, -0.2528, -0.2544, -0.2632, -0.2637, -0.2562, -0.2707, -0.2749, -0.2753, -0.2753, -0.2814, -0.297, -0.312, -0.2908, -0.2942, -0.2952, -0.3029, -0.3151, -0.3124, -0.3184, -0.3417, -0.3398, -0.334, -0.323, -0.3291, -0.323, -0.3443, -0.3753, -0.3669, -0.3669, -0.3659, -0.3577, -0.3659, -0.3521, -0.3739, -0.3573, -0.3189, -0.3034, -0.2074, -0.2004, -0.1954, -0.1875, -0.1833, -0.1845, -0.1903, -0.2016, -0.2185, -0.2233, -0.2151, -0.216, -0.2229, -0.2201, -0.2445, -0.2438, -0.231, -0.2512, -0.24, -0.2315, -0.2306, -0.2343, -0.2082, -0.2131, -0.1875]}
{"unit_id": "quote:1958894713454698897", "ticker_idx": 0, "ts": "2025-08-22T14:11:08+00:00", "symbol": "MRVL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If you were one of the gamblers who understood this trade was for you....buckle up, baby.", "tweet_type": "prediction", "timeline": "days", "summary": "Bullish short-dated MRVL call options; urges gamblers who sized in to hold on for further upside.", "resolved_tickers": ["MRVL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "If you followed the plan and DCA'd, you're now VERY SLIGHTLY green on this trade.\n\nIf you took this thinking it was a TotD, this is your opportunity to get out without harm.\n\nIf you were one of the gamblers who understood this trade was for you....buckle up, baby.", "reply_text": null, "parent_text": null, "quoted_text": "Only for those who feel the need for speed.\n\n$MRVL 9/5 79c.  It's at 3.15\n\nConsider this a gambler's proposition in spite of what I just threw into it. Ppl who just do the TotD's for the safety should stay out\nYou'll see my order hit the flow trackers in a few minutes (they lag)", "parent_author": null, "ret_m1d": -0.024520565860500887, "ret_signed_m1d": -0.024520565860500887, "alpha_spy_m1d": -0.00939604031721919, "alpha_c_m1d": -0.0034742914542129633, "bench_spy_m1d": -0.015124525543281697, "bench_c_m1d": -0.021046274406287924, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0006849021739596672, "ret_signed_p1d": -0.0006849021739596672, "alpha_spy_p1d": 0.00371615991850216, "alpha_c_p1d": -0.0016384945337113432, "bench_spy_p1d": -0.004401062092461827, "bench_c_p1d": 0.000953592359751676, "ret_p1w": -0.138767086037053, "ret_signed_p1w": -0.138767086037053, "alpha_spy_p1w": -0.1383641799625286, "alpha_c_p1w": -0.12735858935919697, "bench_spy_p1w": -0.00040290607452442284, "bench_c_p1w": -0.01140849667785604, "ret_p1m": 0.03465766252238556, "ret_signed_p1m": 0.03465766252238556, "alpha_spy_p1m": -0.0015710717582921863, "alpha_c_p1m": -0.06250210845281501, "bench_spy_p1m": 0.036228734280677743, "bench_c_p1m": 0.09715977097520057, "ret_p3m": 0.11471017203808609, "ret_signed_p3m": 0.11471017203808609, "alpha_spy_p3m": 0.08502341529558555, "alpha_c_p3m": -0.04126311403159444, "bench_spy_p3m": 0.029686756742500542, "bench_c_p3m": 0.15597328606968053, "ret_p6m": 0.07833768870803537, "ret_signed_p6m": 0.07833768870803537, "alpha_spy_p6m": 0.01580931764374993, "alpha_c_p6m": -0.3144856504623632, "bench_spy_p6m": 0.06252837106428544, "bench_c_p6m": 0.3928233391703986, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.138767086037053, "alpha_spy_stated": -0.1383641799625286, "alpha_c_stated": -0.12735858935919697, "price_path": [-0.1265, -0.1159, -0.1277, -0.1762, -0.1586, -0.1465, -0.0925, -0.1081, -0.0645, -0.0537, -0.0578, -0.066, -0.0468, -0.0803, -0.0361, -0.042, 0.0259, 0.0259, 0.0062, -0.0312, 0.0294, 0.0393, 0.0946, 0.0561, 0.0594, 0.0435, 0.0163, 0.029, 0.029, -0.0207, -0.0152, -0.0109, 0.0041, -0.004, -0.0067, -0.0081, -0.0295, -0.0136, 0.0226, 0.0008, -0.0138, 0.0037, 0.0142, 0.0166, 0.0399, 0.0458, 0.1197, 0.101, 0.0199, 0.0484, 0.0497, 0.0318, 0.039, 0.0595, 0.0586, 0.0659, 0.0866, 0.0827, 0.0437, 0.0512, -0.0127, -0.0244, -0.0245, 0.0, -0.0007, 0.0173, 0.0245, 0.0579, -0.1388, -0.1388, -0.1151, -0.1464, -0.1219, -0.1325, -0.0959, -0.0844, -0.0808, -0.0878, -0.0774, -0.0763, -0.0567, -0.0277, 0.0168, 0.0173, 0.0347, 0.0222, 0.0971, 0.1481, 0.1393, 0.1286, 0.1516, 0.1492, 0.1808, 0.1811, 0.2181, 0.1914, 0.2671, 0.2422, 0.1735, 0.2253, 0.1819, 0.2185, 0.2094, 0.2056, 0.1767, 0.155, 0.111, 0.1346, 0.1532, 0.216, 0.2126, 0.2357, 0.2141, 0.285, 0.2388, 0.2007, 0.2734, 0.2793, 0.2463, 0.278, 0.2245, 0.2245, 0.1997, 0.185, 0.1439, 0.0785, 0.1147, 0.0511, 0.0617, 0.1486, 0.1436, 0.2024, 0.2024, 0.2255, 0.2488, 0.2733, 0.3735, 0.346, 0.3558, 0.2611, 0.2186, 0.2676, 0.2259, 0.1573, 0.155, 0.1524, 0.1199, 0.1579, 0.1527, 0.1624, 0.2019, 0.1856, 0.1856, 0.1835, 0.1756, 0.1893, 0.1649, 0.1649, 0.2253, 0.2368, 0.2094, 0.1602, 0.1439, 0.1416, 0.137, 0.1392, 0.114, 0.1026, 0.1037, 0.1037, 0.0947, 0.1324, 0.1399, 0.1006, 0.1217, 0.1376, 0.1471, 0.1158, 0.0826, 0.079, 0.0362, 0.0114, 0.018, 0.1012, 0.1296, 0.125, 0.1158, 0.0731, 0.0783, 0.0783]}
{"unit_id": "orig:1970502690057920844", "ticker_idx": 0, "ts": "2025-09-23T14:57:06+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LULU 11/21 185c $8.50", "tweet_type": "prediction", "timeline": "weeks", "summary": "Buying LULU Nov 21 185 calls at $8.50; bullish options position.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "original", "lang": "und", "tweet_text": "$LULU 11/21 185c $8.50", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00046155789655299984, "ret_signed_m1d": 0.00046155789655299984, "alpha_spy_m1d": -0.00501171054229288, "alpha_c_m1d": -0.009037428857588292, "bench_spy_m1d": 0.00547326843884588, "bench_c_m1d": 0.009498986754141292, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0339814188393619, "ret_signed_p1d": 0.0339814188393619, "alpha_spy_p1d": 0.037163052291975585, "alpha_c_p1d": 0.026920184688391968, "bench_spy_p1d": -0.003181633452613686, "bench_c_p1d": 0.007061234150969931, "ret_p1w": 0.02653891880304826, "ret_signed_p1w": 0.02653891880304826, "alpha_spy_p1w": 0.02206079008035622, "alpha_c_p1w": 0.019309561562538713, "bench_spy_p1w": 0.004478128722692043, "bench_c_p1w": 0.0072293572405095485, "ret_p1m": 0.028615885320953494, "ret_signed_p1m": 0.028615885320953494, "alpha_spy_p1m": 0.02169507361939882, "alpha_c_p1m": 0.031221761013664362, "bench_spy_p1m": 0.006920811701554674, "bench_c_p1m": -0.0026058756927108684, "ret_p3m": 0.20838859248610508, "ret_signed_p3m": 0.20838859248610508, "alpha_spy_p3m": 0.17915043987339585, "alpha_c_p3m": 0.18409477385247763, "bench_spy_p3m": 0.029238152612709234, "bench_c_p3m": 0.02429381863362745, "ret_p6m": -0.04580858684317901, "ret_signed_p6m": -0.04580858684317901, "alpha_spy_p6m": -0.046071532521526626, "alpha_c_p6m": 0.02287732548504051, "bench_spy_p6m": 0.00026294567834761473, "bench_c_p6m": -0.06868591232821952, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.028615885320953494, "alpha_spy_stated": 0.02169507361939882, "alpha_c_stated": 0.031221761013664362, "price_path": [0.3361, 0.3559, 0.3707, 0.4142, 0.421, 0.429, 0.429, 0.3706, 0.3762, 0.3609, 0.3761, 0.3645, 0.3205, 0.2819, 0.3045, 0.346, 0.3256, 0.2878, 0.2919, 0.2925, 0.2617, 0.266, 0.2496, 0.2349, 0.1912, 0.1569, 0.1154, 0.1334, 0.1254, 0.1337, 0.1028, 0.0929, 0.0756, 0.1131, 0.1567, 0.1261, 0.145, 0.1748, 0.1404, 0.143, 0.1434, 0.1977, 0.1679, 0.1685, 0.186, 0.1832, 0.1666, 0.1666, 0.1551, 0.1454, 0.189, -0.0319, -0.0302, -0.0441, -0.0544, -0.0436, -0.0777, -0.077, -0.0634, -0.0568, -0.0206, -0.0214, 0.0005, 0.0, 0.034, -0.0076, 0.0171, 0.0333, 0.0265, 0.0245, 0.0281, 0.013, 0.0046, -0.0009, 0.0086, 0.0009, -0.0336, -0.0201, -0.0242, -0.0359, -0.0503, -0.0342, -0.0052, 0.0465, 0.0286, 0.0331, 0.0279, 0.0465, 0.0384, -0.0175, -0.0306, -0.0161, -0.0453, -0.0731, -0.0331, -0.0564, -0.0415, -0.0172, -0.0203, -0.014, -0.0212, -0.0153, -0.0529, -0.054, -0.0419, -0.0498, -0.0297, -0.0211, 0.0241, 0.0497, 0.0497, 0.0626, 0.0524, 0.0523, 0.0518, 0.0593, 0.0962, 0.056, 0.0516, 0.0824, 0.0789, 0.1825, 0.1902, 0.1928, 0.1993, 0.241, 0.2084, 0.2252, 0.227, 0.2139, 0.2139, 0.2056, 0.2262, 0.2154, 0.1989, 0.1989, 0.2162, 0.2254, 0.2455, 0.2215, 0.2241, 0.1764, 0.206, 0.2225, 0.172, 0.1828, 0.1647, 0.1647, 0.089, 0.0953, 0.1231, 0.1023, 0.1123, 0.0753, 0.0405, -0.0046, 0.0068, 0.0332, -0.0102, 0.0269, -0.0187, -0.0028, 0.0136, 0.0421, 0.0146, -0.0219, 0.0178, 0.0178, 0.0253, 0.0508, 0.0551, 0.0806, 0.0276, 0.0355, 0.0532, 0.0737, 0.0683, 0.0164, 0.0054, -0.0007, -0.0009, -0.0185, -0.0206, -0.0398, -0.0608, -0.0873, -0.0897, -0.0774, -0.0811, -0.0458]}
{"unit_id": "orig:1970121065176465432", "ticker_idx": 0, "ts": "2025-09-22T13:40:39+00:00", "symbol": "SFIX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SFIX might shine here. Secondhand clothes are gonna be big in \"the golden age\"", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long SFIX on secondhand-clothing tailwind; bearish AZO and KMX as consumer-stress indicators ahead of earnings.", "resolved_tickers": ["SFIX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Weekly Market Analysis: \n\nAnother short one:  Now that there's no food instability report to spook the markets about coming recession, there's no data this week to rattle cages.  Some unemployment (my original said home, sorry that was incorrect) information, but otherwise pretty tame.  Still waiting on retail to figure out that rate cuts are bearish, though you are seeing the large players really establish bigger short positions.\n\nOn the earnings front, the only notable ones are $MU after the close on Tuesday and $COST on Thursday.  If you're looking for yet more recessionary indicators, we've got $AZO and $KMX that are going to talk about how tapped t he consumer is.  \n\nI've literally never said this before, but $SFIX might shine here.  Secondhand clothes are gonna be big in \"the golden age\".\n\nAll in all, unless we start the long-overdue correct period, expect more range-bound grindy days this week.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01978419687886057, "ret_signed_m1d": 0.01978419687886057, "alpha_spy_m1d": 0.02449292780343293, "alpha_c_m1d": 0.016515819471556892, "bench_spy_m1d": -0.004708730924572357, "bench_c_m1d": 0.0032683774073036798, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.017985594543473482, "ret_signed_p1d": -0.017985594543473482, "alpha_spy_p1d": -0.012542119703665922, "alpha_c_p1d": -0.008575989502973558, "bench_spy_p1d": -0.0054434748398075605, "bench_c_p1d": -0.009409605040499924, "ret_p1w": -0.1798561169588938, "ret_signed_p1w": -0.1798561169588938, "alpha_spy_p1w": -0.17511737770102564, "alpha_c_p1w": -0.18227093127288285, "bench_spy_p1w": -0.004738739257868163, "bench_c_p1w": 0.0024148143139890443, "ret_p1m": -0.20143883041106192, "ret_signed_p1m": -0.20143883041106192, "alpha_spy_p1m": -0.20811200256528006, "alpha_c_p1m": -0.19723365124381853, "bench_spy_p1m": 0.006673172154218143, "bench_c_p1m": -0.004205179167243389, "ret_p3m": -0.050359664721725594, "ret_signed_p3m": -0.050359664721725594, "alpha_spy_p3m": -0.06480085294494609, "alpha_c_p3m": -0.06909557235168162, "bench_spy_p3m": 0.014441188223220491, "bench_c_p3m": 0.018735907629956028, "ret_p6m": -0.42625897660967915, "ret_signed_p6m": -0.42625897660967915, "alpha_spy_p6m": -0.4351547905300295, "alpha_c_p6m": -0.37058653256296603, "bench_spy_p6m": 0.008895813920350326, "bench_c_p6m": -0.05567244404671312, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.20143883041106192, "alpha_spy_stated": -0.20811200256528006, "alpha_c_stated": -0.19723365124381853, "price_path": [-0.3426, -0.3399, -0.3651, -0.3345, -0.304, -0.2986, -0.2806, -0.2806, -0.2824, -0.2824, -0.268, -0.2644, -0.2914, -0.2284, -0.2464, -0.2419, -0.2194, -0.1691, -0.1133, -0.0809, -0.054, -0.0647, -0.0917, -0.0522, -0.1025, -0.1061, -0.1493, -0.1924, -0.1601, -0.1691, -0.1313, -0.1871, -0.196, -0.1888, -0.1295, -0.0953, -0.1241, -0.1133, -0.0971, -0.0629, -0.0827, -0.0971, -0.0818, -0.0845, -0.0594, -0.0162, 0.0, -0.0486, -0.0486, -0.0647, -0.0468, 0.009, 0.0162, 0.0252, 0.0486, 0.027, 0.0432, -0.0162, 0.0018, -0.0144, -0.0126, 0.027, 0.0198, 0.0, -0.018, 0.0144, -0.1529, -0.1565, -0.1799, -0.2176, -0.2554, -0.232, -0.2338, -0.259, -0.259, -0.2068, -0.205, -0.2743, -0.241, -0.2266, -0.2158, -0.2644, -0.2572, -0.205, -0.2014, -0.1942, -0.1772, -0.1763, -0.1655, -0.1619, -0.241, -0.2698, -0.2464, -0.241, -0.2536, -0.2248, -0.25, -0.2428, -0.2194, -0.2122, -0.1996, -0.232, -0.2356, -0.2572, -0.2698, -0.2797, -0.2734, -0.2464, -0.2896, -0.2518, -0.2392, -0.2392, -0.2356, -0.2284, -0.2104, -0.1799, -0.1565, -0.0791, -0.0935, -0.054, -0.0252, 0.0108, -0.0144, -0.027, -0.0396, -0.0594, -0.0504, -0.0612, -0.0576, -0.0791, -0.0719, -0.0719, -0.0665, -0.036, -0.0342, -0.0558, -0.0558, -0.0791, -0.1277, -0.0683, -0.0737, -0.0845, -0.1043, -0.009, -0.009, -0.0719, -0.0432, -0.054, -0.054, -0.0863, -0.0594, -0.0612, -0.1007, 0.0018, 0.0144, -0.0719, -0.1295, -0.1367, -0.1241, -0.1367, -0.1511, -0.2086, -0.2302, -0.2266, -0.268, -0.2734, -0.3453, -0.3435, -0.3435, -0.3939, -0.3741, -0.3831, -0.3741, -0.4227, -0.4245, -0.3993, -0.3867, -0.4011, -0.4173, -0.4299, -0.4263, -0.4155, -0.4191, -0.4083, -0.3768, -0.3921, -0.4065, -0.4092, -0.4353, -0.4263]}
{"unit_id": "quote:1980620090333618608", "ticker_idx": 0, "ts": "2025-10-21T13:00:02+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the underlying thesis is still a November run", "tweet_type": "prediction", "timeline": "weeks", "summary": "Still bullish CRM for a November seasonal run despite already being up 5% on the day.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "So, apparently, at the time this Tweet's turn in the queue came up, $CRM had already run like 5% on the day.\n\nIt does change the calculus a little, but the underlying thesis is still a November run.  I can't stress this enough, however:  You're very likely self-managing if you play calls on it. I spend a LOT of time in the wild this time of year.", "reply_text": null, "parent_text": null, "quoted_text": "I have no idea what the contract is trading at at the moment you're reading this.  I will simply say 2 things:\n\n1)  $CRM is trading near 52 week lows and\n2) Look back 5, 10 years, whatever, and look at $CRM's performance mo:mo; November is THE best month of the year for it.", "parent_author": null, "ret_m1d": -0.03466073213037213, "ret_signed_m1d": -0.03466073213037213, "alpha_spy_m1d": -0.03467572827526555, "alpha_c_m1d": -0.03467572827526555, "bench_spy_m1d": 1.4996144893419938e-05, "bench_c_m1d": 1.4996144893419938e-05, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0257012264992712, "ret_signed_p1d": -0.0257012264992712, "alpha_spy_p1d": -0.02050241053635049, "alpha_c_p1d": -0.02050241053635049, "bench_spy_p1d": -0.005198815962920711, "bench_c_p1d": -0.005198815962920711, "ret_p1w": -0.0347366976073783, "ret_signed_p1w": -0.0347366976073783, "alpha_spy_p1w": -0.05822889010228327, "alpha_c_p1w": -0.05822889010228327, "bench_spy_p1w": 0.023492192494904973, "bench_c_p1w": 0.023492192494904973, "ret_p1m": -0.13488467323793252, "ret_signed_p1m": -0.13488467323793252, "alpha_spy_p1m": -0.12198433103322126, "alpha_c_p1m": -0.12198433103322126, "bench_spy_p1m": -0.012900342204711257, "bench_c_p1m": -0.012900342204711257, "ret_p3m": -0.13641625591408102, "ret_signed_p3m": -0.13641625591408102, "alpha_spy_p3m": -0.16980544683914556, "alpha_c_p3m": -0.16980544683914556, "bench_spy_p3m": 0.03338919092506454, "bench_c_p3m": 0.03338919092506454, "ret_p6m": -0.3229885726051971, "ret_signed_p6m": -0.3229885726051971, "alpha_spy_p6m": -0.3716047027512521, "alpha_c_p6m": -0.3716047027512521, "bench_spy_p6m": 0.04861613014605504, "bench_c_p6m": 0.04861613014605504, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13488467323793252, "alpha_spy_stated": -0.12198433103322126, "alpha_c_stated": -0.12198433103322126, "price_path": [0.0145, 0.0199, 0.0242, 0.0133, 0.0036, -0.021, -0.0498, -0.0438, -0.0621, -0.0557, -0.0871, -0.0885, -0.1182, -0.1221, -0.1017, -0.1156, -0.0812, -0.0754, -0.0677, -0.066, -0.0684, -0.059, -0.0606, -0.0763, -0.052, -0.0354, -0.0289, -0.0289, -0.0417, -0.0281, -0.0753, -0.0497, -0.044, -0.0448, -0.0807, -0.0667, -0.08, -0.0809, -0.0931, -0.0805, -0.0726, -0.062, -0.0521, -0.0716, -0.0665, -0.0853, -0.0759, -0.0695, -0.1003, -0.1052, -0.0931, -0.0875, -0.0669, -0.0899, -0.0872, -0.0686, -0.0825, -0.0557, -0.0897, -0.1019, -0.0661, -0.0772, -0.0347, 0.0, -0.0257, -0.0317, -0.0326, -0.0301, -0.0347, -0.0454, -0.0257, -0.0114, -0.0079, -0.0341, -0.0407, -0.0916, -0.0893, -0.0824, -0.0718, -0.066, -0.0872, -0.075, -0.1001, -0.1135, -0.1349, -0.1444, -0.1378, -0.1389, -0.1112, -0.1339, -0.1339, -0.1248, -0.1161, -0.109, -0.0937, -0.0606, -0.0108, -0.0147, -0.0091, 0.003, -0.004, -0.0045, -0.0335, -0.0323, -0.02, -0.0195, -0.0117, 0.0063, 0.0017, 0.0086, 0.0086, 0.0118, 0.0123, 0.0112, 0.0073, 0.0073, -0.0356, -0.0256, -0.0003, 0.0119, -0.0093, -0.0116, -0.0136, -0.0834, -0.089, -0.112, -0.1364, -0.1364, -0.1632, -0.1574, -0.1327, -0.1328, -0.1277, -0.131, -0.1332, -0.186, -0.1928, -0.1984, -0.2533, -0.2416, -0.2776, -0.2724, -0.2622, -0.2644, -0.2965, -0.2949, -0.2786, -0.2786, -0.2992, -0.2859, -0.2954, -0.2959, -0.3225, -0.2949, -0.2709, -0.2415, -0.2593, -0.2663, -0.2545, -0.2658, -0.2342, -0.2315, -0.2441, -0.2589, -0.2618, -0.2422, -0.2668, -0.2458, -0.2573, -0.261, -0.2586, -0.2571, -0.2578, -0.3041, -0.3081, -0.2941, -0.3182, -0.2964, -0.2902, -0.2918, -0.2882, -0.2882, -0.2964, -0.3043, -0.3294, -0.3487, -0.3712, -0.3412, -0.347, -0.323]}
{"unit_id": "quote:1958976521236095089", "ticker_idx": 0, "ts": "2025-08-22T19:36:13+00:00", "symbol": "ADBE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I think it has a lot more room", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bullish ADBE; holding options position with more upside expected, advising partial profit-take to manage risk.", "resolved_tickers": ["ADBE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "$22.50.\n\nI think it has a lot more room, but I'm thinking of spending next week on a boat so I'll say take half off to get your cost to 17.5 then make sure the rest doesn't flip to a loser.", "reply_text": null, "parent_text": null, "quoted_text": "$ADBE 11/21 375c $20\n\n(my play is different due to liquidity on the contracts, this is the strike that most closely mirrors it)", "parent_author": null, "ret_m1d": -0.02391671614707669, "ret_signed_m1d": -0.02391671614707669, "alpha_spy_m1d": -0.008792190603794992, "alpha_c_m1d": -0.008792190603794992, "bench_spy_m1d": -0.015124525543281697, "bench_c_m1d": -0.015124525543281697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0030931401820402105, "ret_signed_p1d": 0.0030931401820402105, "alpha_spy_p1d": 0.007494202274502038, "alpha_c_p1d": 0.007494202274502038, "bench_spy_p1d": -0.004401062092461827, "bench_c_p1d": -0.004401062092461827, "ret_p1w": -0.014885758196505394, "ret_signed_p1w": -0.014885758196505394, "alpha_spy_p1w": -0.014482852121980971, "alpha_c_p1w": -0.014482852121980971, "bench_spy_p1w": -0.00040290607452442284, "bench_c_p1w": -0.00040290607452442284, "ret_p1m": 0.0054958442776695815, "ret_signed_p1m": 0.0054958442776695815, "alpha_spy_p1m": -0.030732890003008162, "alpha_c_p1m": -0.030732890003008162, "bench_spy_p1m": 0.036228734280677743, "bench_c_p1m": 0.036228734280677743, "ret_p3m": -0.12146154666280096, "ret_signed_p3m": -0.12146154666280096, "alpha_spy_p3m": -0.1511483034053015, "alpha_c_p3m": -0.1511483034053015, "bench_spy_p3m": 0.029686756742500542, "bench_c_p3m": 0.029686756742500542, "ret_p6m": -0.27098234170939395, "ret_signed_p6m": -0.27098234170939395, "alpha_spy_p6m": -0.3335107127736794, "alpha_c_p6m": -0.3335107127736794, "bench_spy_p6m": 0.06252837106428544, "bench_c_p6m": 0.06252837106428544, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0054958442776695815, "alpha_spy_stated": -0.030732890003008162, "alpha_c_stated": -0.030732890003008162, "price_path": [0.1409, 0.1385, 0.1416, 0.1464, 0.1141, 0.1392, 0.1431, 0.1467, 0.1514, 0.1496, 0.1491, 0.1402, 0.1425, 0.0817, 0.1095, 0.0569, 0.044, 0.044, 0.041, 0.0498, 0.0559, 0.0703, 0.0631, 0.0656, 0.0685, 0.0829, 0.0452, 0.0476, 0.0476, 0.041, 0.0556, 0.0312, 0.0258, 0.0035, 0.0135, 0.0058, -0.0009, 0.012, 0.0102, 0.0154, 0.0298, 0.0286, 0.0265, 0.0239, 0.0204, 0.0238, 0.0053, -0.0122, -0.0395, -0.0642, -0.0645, -0.0455, -0.0658, -0.0581, -0.0785, -0.0653, -0.0304, -0.0373, -0.02, -0.0134, -0.0029, -0.0239, -0.0239, 0.0, 0.0031, -0.0198, -0.0159, -0.0225, -0.0149, -0.0149, -0.0455, -0.0375, -0.0491, -0.0362, -0.0095, -0.0222, -0.0329, -0.0319, -0.0352, -0.0414, -0.0258, -0.0001, 0.0148, 0.0105, 0.0055, -0.0009, -0.0244, -0.0219, -0.0048, -0.0074, -0.0258, -0.0507, -0.0293, -0.0424, -0.033, -0.0381, -0.0368, -0.0404, -0.0679, -0.0629, -0.0722, -0.0869, -0.0908, -0.0796, -0.0516, -0.0125, -0.0221, -0.022, -0.0237, -0.0118, -0.006, -0.0669, -0.0631, -0.0602, -0.068, -0.0738, -0.0734, -0.0959, -0.097, -0.0918, -0.0797, -0.0692, -0.0787, -0.0856, -0.1022, -0.1039, -0.1215, -0.1372, -0.1047, -0.1197, -0.1175, -0.1231, -0.1231, -0.1159, -0.1084, -0.1085, -0.0975, -0.0921, -0.0437, -0.0634, -0.0491, -0.0524, -0.0322, -0.0156, -0.0302, -0.0392, -0.0205, -0.0173, -0.0172, -0.0126, -0.0267, -0.0252, -0.0252, -0.0229, -0.0247, -0.0265, -0.0334, -0.0334, -0.0795, -0.0843, -0.0721, -0.0663, -0.0637, -0.0777, -0.0951, -0.1441, -0.1592, -0.1602, -0.1822, -0.1822, -0.1981, -0.1874, -0.1722, -0.1685, -0.1584, -0.1786, -0.1726, -0.1945, -0.1901, -0.1898, -0.249, -0.2275, -0.256, -0.2588, -0.2629, -0.269, -0.2898, -0.275, -0.271, -0.271]}
{"unit_id": "quote:1968669333740998752", "ticker_idx": 0, "ts": "2025-09-18T13:31:59+00:00", "symbol": "INTC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Go ahead and take your 276% here and BUY $INTC shares. You now own $INTC forever for FREE", "tweet_type": "prediction", "timeline": "years", "summary": "Take 276% gain on INTC calls, roll into shares to hold forever free — decisive long on INTC.", "resolved_tickers": ["INTC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "$8.40\n\nGo ahead and take your 276% here and BUY $INTC shares.  You now own $INTC forever for FREE", "reply_text": null, "parent_text": null, "quoted_text": "Meant to call this out yesterday, but, you know....retards.\n\n$INTC 1/16/26 25c $2.68.\n\nIf not for having to spend 3 hours talking to my champion and...let's just say another individual entering the fray...you'd already be up 20%.  \n\nBlame drunks.", "parent_author": null, "ret_m1d": -0.18547596116770415, "ret_signed_m1d": -0.18547596116770415, "alpha_spy_m1d": -0.1808252462357659, "alpha_c_m1d": -0.1485008238932214, "bench_spy_m1d": -0.004650714931938249, "bench_c_m1d": -0.03697513727448276, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03238468370955794, "ret_signed_p1d": -0.03238468370955794, "alpha_spy_p1d": -0.037337558484889954, "alpha_c_p1d": -0.02840950635493411, "bench_spy_p1d": 0.004952874775332017, "bench_c_p1d": -0.003975177354623827, "ret_p1w": 0.11187445265894502, "ret_signed_p1w": 0.11187445265894502, "alpha_spy_p1w": 0.1154766701459975, "alpha_c_p1w": 0.09897106173415127, "bench_spy_p1w": -0.0036022174870524726, "bench_c_p1w": 0.012903390924793756, "ret_p1m": 0.21066400690214393, "ret_signed_p1m": 0.21066400690214393, "alpha_spy_p1m": 0.2046663524283845, "alpha_c_p1m": 0.12907909326036093, "bench_spy_p1m": 0.0059976544737594395, "bench_c_p1m": 0.081584913641783, "ret_p3m": 0.22047764951754134, "ret_signed_p3m": 0.22047764951754134, "alpha_spy_p3m": 0.19255486413728184, "alpha_c_p3m": 0.11015179797148611, "bench_spy_p3m": 0.027922785380259496, "bench_c_p3m": 0.11032585154605523, "ret_p6m": 0.4972195261589405, "ret_signed_p6m": 0.4972195261589405, "alpha_spy_p6m": 0.4914384304163737, "alpha_c_p6m": 0.2714404623827442, "bench_spy_p6m": 0.0057810957425668, "bench_c_p6m": 0.22577906377619628, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3068, -0.2623, -0.2738, -0.264, -0.2578, -0.2673, -0.2525, -0.2843, -0.2643, -0.2643, -0.2803, -0.2283, -0.2332, -0.2208, -0.2336, -0.2378, -0.2502, -0.2578, -0.2542, -0.2444, -0.2391, -0.2398, -0.2316, -0.2597, -0.3229, -0.3235, -0.3324, -0.3346, -0.3523, -0.3683, -0.3621, -0.3395, -0.3324, -0.3533, -0.3474, -0.3245, -0.2866, -0.2731, -0.2195, -0.1966, -0.226, -0.1721, -0.23, -0.2313, -0.1887, -0.1969, -0.2035, -0.1871, -0.1845, -0.2035, -0.2035, -0.208, -0.2149, -0.195, -0.1989, -0.1992, -0.2005, -0.1897, -0.195, -0.2123, -0.1897, -0.1734, -0.1855, 0.0, -0.0324, -0.0592, -0.0402, 0.0213, 0.1119, 0.1613, 0.1279, 0.0975, 0.1757, 0.2202, 0.2048, 0.1969, 0.2159, 0.2244, 0.2365, 0.1897, 0.2175, 0.1655, 0.2152, 0.2051, 0.2107, 0.2463, 0.247, 0.2077, 0.2483, 0.2522, 0.2934, 0.3585, 0.3523, 0.3137, 0.3081, 0.2921, 0.2113, 0.2555, 0.2182, 0.2473, 0.2578, 0.2391, 0.2395, 0.1747, 0.1619, 0.1354, 0.123, 0.1485, 0.0998, 0.1286, 0.1708, 0.1721, 0.2041, 0.2041, 0.3268, 0.3088, 0.422, 0.4315, 0.3248, 0.3546, 0.3183, 0.3248, 0.334, 0.2924, 0.2368, 0.227, 0.2205, 0.1793, 0.1868, 0.2044, 0.1897, 0.1891, 0.1829, 0.1829, 0.1842, 0.1999, 0.2202, 0.2071, 0.2071, 0.2882, 0.2879, 0.3098, 0.3945, 0.3448, 0.49, 0.4413, 0.5469, 0.5937, 0.5806, 0.5361, 0.5361, 0.5885, 0.7746, 0.7769, 0.4743, 0.3899, 0.437, 0.5957, 0.5918, 0.5201, 0.5967, 0.6111, 0.5898, 0.578, 0.6549, 0.6434, 0.5417, 0.5797, 0.5204, 0.5306, 0.5306, 0.5106, 0.4871, 0.4596, 0.4429, 0.4272, 0.5087, 0.5335, 0.4871, 0.492, 0.4884, 0.4099, 0.491, 0.5031, 0.4203, 0.491, 0.5303, 0.5695, 0.4802, 0.4972]}
{"unit_id": "reply:1965954271431774607", "ticker_idx": 0, "ts": "2025-09-11T01:43:18+00:00", "symbol": "SPHR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been telling people about $SPHR for over a year, and so few have paid attention.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pitching SPHR and BE as overlooked names worth paying attention to.", "resolved_tickers": ["SPHR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stocktalkweekly I've been telling people about $SPHR for over a year, and so few have paid attention.\n\n$BE as well.", "reply_text": null, "parent_text": "What's your favorite undiscovered stock that no one is paying attention to?", "quoted_text": null, "parent_author": "stocktalkweekly", "ret_m1d": -0.040905864708705386, "ret_signed_m1d": -0.040905864708705386, "alpha_spy_m1d": -0.03266418412245231, "alpha_c_m1d": -0.02578307384129186, "bench_spy_m1d": -0.008241680586253075, "bench_c_m1d": -0.015122790867413527, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.024052014898214624, "ret_signed_p1d": 0.024052014898214624, "alpha_spy_p1d": 0.024386627841361475, "alpha_c_p1d": 0.015717209538112842, "bench_spy_p1d": -0.0003346129431468503, "bench_c_p1d": 0.008334805360101782, "ret_p1w": 0.06636240615784295, "ret_signed_p1w": 0.06636240615784295, "alpha_spy_p1w": 0.05932196263798062, "alpha_c_p1w": 0.044537303065209644, "bench_spy_p1w": 0.007040443519862327, "bench_c_p1w": 0.021825103092633302, "ret_p1m": 0.035287959419549875, "ret_signed_p1m": 0.035287959419549875, "alpha_spy_p1m": 0.03954498484058655, "alpha_c_p1m": 0.06266891526854557, "bench_spy_p1m": -0.004257025421036675, "bench_c_p1m": -0.02738095584899569, "ret_p3m": 0.5291432562165301, "ret_signed_p3m": 0.5291432562165301, "alpha_spy_p3m": 0.4876250438190224, "alpha_c_p3m": 0.5255694091577721, "bench_spy_p3m": 0.04151821239750775, "bench_c_p3m": 0.003573847058758073, "ret_p6m": 0.9806882287253942, "ret_signed_p6m": 0.9806882287253942, "alpha_spy_p6m": 0.9523950430173636, "alpha_c_p6m": 0.9646094590943612, "bench_spy_p6m": 0.028293185708030633, "bench_c_p6m": 0.01607876963103294, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.035287959419549875, "alpha_spy_stated": 0.03954498484058655, "alpha_c_stated": 0.06266891526854557, "price_path": [-0.3064, -0.3295, -0.3251, -0.3251, -0.3234, -0.2825, -0.2834, -0.3064, -0.267, -0.2544, -0.2662, -0.2679, -0.254, -0.2375, -0.2375, -0.243, -0.2432, -0.2575, -0.2449, -0.2461, -0.2219, -0.2484, -0.2363, -0.2103, -0.1898, -0.2037, -0.184, -0.1749, -0.2072, -0.2349, -0.2316, -0.2509, -0.2495, -0.2442, -0.2853, -0.267, -0.2723, -0.2539, -0.2728, -0.2927, -0.3206, -0.3195, -0.3013, -0.3086, -0.3, -0.2642, -0.2848, -0.2976, -0.2881, -0.2546, -0.2114, -0.2328, -0.2451, -0.2012, -0.2045, -0.2045, -0.1926, -0.1506, -0.1496, -0.1415, -0.0446, -0.0901, -0.0409, 0.0, 0.0241, 0.0585, 0.0434, 0.0785, 0.0664, 0.0483, 0.003, 0.0105, 0.0381, 0.0146, 0.0355, 0.0906, 0.0906, 0.1187, 0.1538, 0.1055, 0.1136, 0.0476, 0.0409, 0.0384, 0.0353, 0.0681, 0.0957, 0.0827, 0.0472, 0.0305, 0.1076, 0.1459, 0.1315, 0.1438, 0.1805, 0.1945, 0.195, 0.1933, 0.1833, 0.2022, 0.1647, 0.2195, 0.2892, 0.2828, 0.3532, 0.3504, 0.3715, 0.4061, 0.3648, 0.3539, 0.319, 0.3539, 0.3659, 0.3143, 0.3343, 0.3683, 0.4359, 0.4551, 0.4551, 0.4851, 0.4596, 0.4371, 0.4303, 0.4529, 0.4802, 0.4765, 0.5291, 0.5197, 0.5651, 0.5764, 0.5776, 0.5362, 0.5146, 0.5672, 0.6369, 0.6729, 0.6489, 0.6501, 0.6501, 0.6403, 0.6361, 0.6987, 0.6692, 0.6692, 0.6555, 0.6403, 0.622, 0.6041, 0.6041, 0.6724, 0.664, 0.7182, 0.7249, 0.6931, 0.6917, 0.6917, 0.6735, 0.6354, 0.7272, 0.6889, 0.678, 0.6919, 0.6557, 0.6915, 0.6768, 0.6612, 0.6678, 0.6099, 0.5521, 0.6364, 0.6664, 0.7112, 0.6643, 1.0316, 1.0312, 1.0312, 1.0139, 1.0232, 1.0241, 1.0056, 0.954, 0.9875, 1.0051, 1.0421, 1.0894, 1.0084, 0.9594, 1.0362, 0.9977, 0.9807]}
{"unit_id": "reply:1965954271431774607", "ticker_idx": 1, "ts": "2025-09-11T01:43:18+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BE as well.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Pitching SPHR and BE as overlooked names worth paying attention to.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@stocktalkweekly I've been telling people about $SPHR for over a year, and so few have paid attention.\n\n$BE as well.", "reply_text": null, "parent_text": "What's your favorite undiscovered stock that no one is paying attention to?", "quoted_text": null, "parent_author": "stocktalkweekly", "ret_m1d": -0.06434836932890464, "ret_signed_m1d": -0.06434836932890464, "alpha_spy_m1d": -0.05610668874265157, "alpha_c_m1d": -0.05492431714992552, "bench_spy_m1d": -0.008241680586253075, "bench_c_m1d": -0.009424052178979125, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00044581332870741175, "ret_signed_p1d": -0.00044581332870741175, "alpha_spy_p1d": -0.00011120038556056144, "alpha_c_p1d": 0.007538497945112632, "bench_spy_p1d": -0.0003346129431468503, "bench_c_p1d": -0.007984311273820044, "ret_p1w": 0.20329915468940185, "ret_signed_p1w": 0.20329915468940185, "alpha_spy_p1w": 0.19625871116953952, "alpha_c_p1w": 0.20362637311784326, "bench_spy_p1w": 0.007040443519862327, "bench_c_p1w": -0.00032721842844141147, "ret_p1m": 0.29097936639404254, "ret_signed_p1m": 0.29097936639404254, "alpha_spy_p1m": 0.2952363918150792, "alpha_c_p1m": 0.3059054910068517, "bench_spy_p1m": -0.004257025421036675, "bench_c_p1m": -0.014926124612809177, "ret_p3m": 0.6263932375152144, "ret_signed_p3m": 0.6263932375152144, "alpha_spy_p3m": 0.5848750251177066, "alpha_c_p3m": 0.619238928952575, "bench_spy_p3m": 0.04151821239750775, "bench_c_p3m": 0.007154308562639322, "ret_p6m": 1.0090652489530698, "ret_signed_p6m": 1.0090652489530698, "alpha_spy_p6m": 0.9807720632450392, "alpha_c_p6m": 0.8884726960328295, "bench_spy_p6m": 0.028293185708030633, "bench_c_p6m": 0.12059255292024029, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.29097936639404254, "alpha_spy_stated": 0.2952363918150792, "alpha_c_stated": 0.3059054910068517, "price_path": [-0.6595, -0.6829, -0.6805, -0.6805, -0.6768, -0.6647, -0.6589, -0.679, -0.6682, -0.6704, -0.6445, -0.6711, -0.6647, -0.6398, -0.6398, -0.638, -0.6389, -0.5733, -0.6158, -0.6225, -0.6142, -0.6239, -0.6331, -0.6387, -0.6286, -0.6231, -0.6147, -0.6004, -0.5087, -0.4897, -0.4831, -0.4836, -0.4409, -0.4443, -0.4543, -0.4635, -0.4411, -0.4225, -0.4531, -0.4531, -0.4405, -0.387, -0.3449, -0.3296, -0.3271, -0.309, -0.3595, -0.3385, -0.3338, -0.2786, -0.2666, -0.2578, -0.2443, -0.1856, -0.2133, -0.2133, -0.2369, -0.2205, -0.184, -0.1519, -0.2058, -0.1826, -0.0643, 0.0, -0.0004, -0.004, 0.0892, 0.184, 0.2033, 0.2621, 0.2821, 0.1499, 0.0281, 0.0208, 0.045, 0.0938, 0.2568, 0.3403, 0.3078, 0.3418, 0.2925, 0.2789, 0.3015, 0.2877, 0.291, 0.6334, 0.6951, 0.7325, 0.7104, 0.657, 0.6207, 0.5512, 0.4024, 0.5072, 0.6404, 0.6129, 0.6835, 0.9871, 0.9, 0.964, 1.1158, 0.9178, 1.1015, 1.0339, 1.0094, 1.0691, 0.8884, 0.8832, 0.5389, 0.6628, 0.5918, 0.56, 0.6188, 0.3877, 0.3373, 0.4201, 0.4012, 0.503, 0.503, 0.6234, 0.4702, 0.5604, 0.5233, 0.7549, 0.7711, 0.6613, 0.6264, 0.5053, 0.6197, 0.4115, 0.3313, 0.302, 0.1439, 0.192, 0.32, 0.3711, 0.3587, 0.3654, 0.3654, 0.3402, 0.3139, 0.2968, 0.2913, 0.2913, 0.4666, 0.5436, 0.5314, 0.605, 0.8107, 0.9924, 1.034, 1.0771, 0.9834, 1.0682, 1.2217, 1.2217, 1.2552, 1.2375, 1.1642, 1.1532, 1.0749, 1.2635, 1.4579, 1.3259, 1.2495, 1.3203, 1.5099, 1.1898, 1.03, 1.1256, 1.306, 1.2098, 1.3115, 1.0661, 1.0767, 1.0767, 1.1596, 1.3372, 1.3629, 1.1927, 1.3819, 1.4699, 1.5973, 1.5051, 1.3134, 1.4669, 1.274, 1.4488, 1.3776, 1.0091]}
{"unit_id": "orig:1962866852394348844", "ticker_idx": 0, "ts": "2025-09-02T13:15:00+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRM has been beaten to a pulp this year, and the potential for a BIG shift is lined up for them", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish DOCU (to $0), bearish AI/PATH (traps); cautious long CRM on earnings potential, AVGO on strong earnings history, LULU near 52-week lows with sector strength, FIG as a speculative IPO flier.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week/month:\n\nLabor Day week on the markets in general is one of the softest of the entire year - it typically ranks as the 3rd worst week of the year due to choppy low volume.  The month of September in general is one of the 2 most bearish months of the year.\n\nNow, combine this with the uncertainty over the upcoming rate decision from the Fed, the terrible jobs data that's been coming out left and right, the cracks in the financial sector (13% of credit card accounts are now \"seriously delinquent\"...I'll talk more about this later today), an overheated market that is at all time highs in spite of large money sitting on the sidelines and it being retail (which is now at record margin) driving the indices upwards, and you have a recipe for a pretty jarring month in general.\n\nObviously, this Friday we've got non-farm payrolls - what might be the very last time we see these numbers until 2029, as the Trump administration decides that the best way to pretend the numbers aren't terrible and everything isn't falling apart is to simply stop letting people know what the data is.  All other data this week kind of falls secondary to that.  \n\nTuesday, we've got Trump scheduling one of his famously nebulously \"2 pm Oval Office announcements\", because there's nothing markets love more than uncertainty.  Guesses as to what it is range from 200% tariffs on pharmaceuticals so your grandmother will just go ahead and die already because she's not contributing to the tax pool anymore to some rambling garbage about election integrity to Trump stating that he's dying - but it can't be that as we've been assured by MAGA he's immortal and it's perfectly fine to elect an 80 year old man in poor physical health to a 4 year office term.  You can expect nothing but chop until we find out what the latest \"surprise\" from \"the most transparent administration in history\" is.\n\nOn the earnings front, it's actually a really interesting week.  $CRM reports after the bell on Wednesday, and it's generally considered a follower of companies like $MDB and $SNOW, both of which went hog wild last week after earnings.  Couple this with the fact that $CRM has been beaten to a pulp this year, and the potential for a BIG shift is lined up for them.  Thursday we've got $AVGO, which always has spectacular earnings, but the chipmakers have been getting punished of late regardless (see also $NVDA, $MRVL).  $LULU is trading near 52 week lows, and female aesthetic plays have been strong this quarter.  Then we have $DOCU, which continues its march to $0.\n\nThe wildcard in all this?  $FIG.  They IPO'd very recently to great fanfare and rocketed from $37 to $115 in a matter of minutes...then have fallen every day since.  One would have to think that they scheduled their IPO as such to where their first quarterly report would be a particularly strong one.  Might be worth a flier for you gamblers out there.\n\nThe AI names this week - $AI and $PATH both feel like traps to me.\n\nAll in all, maybe not a week to bother with, but if you do partake, make sure to stay nimble, as sentiment can change on a dime.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01340662522348568, "ret_signed_m1d": 0.01340662522348568, "alpha_spy_m1d": 0.005941007231785589, "alpha_c_m1d": 0.005941007231785589, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.007465617991700091, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014197653198695148, "ret_signed_p1d": 0.014197653198695148, "alpha_spy_p1d": 0.008778093485287464, "alpha_c_p1d": 0.008778093485287464, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": 0.0054195597134076845, "ret_p1w": -0.0031638691052648937, "ret_signed_p1w": -0.0031638691052648937, "alpha_spy_p1w": -0.018876016209962154, "alpha_c_p1w": -0.018876016209962154, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.01571214710469726, "ret_p1m": -0.0662800956493158, "ret_signed_p1m": -0.0662800956493158, "alpha_spy_p1m": -0.11318734921095508, "alpha_c_p1m": -0.11318734921095508, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.04690725356163927, "ret_p3m": -0.0866826324988551, "ret_signed_p3m": -0.0866826324988551, "alpha_spy_p3m": -0.1569883789587504, "alpha_c_p3m": -0.1569883789587504, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.07030574645989529, "ret_p6m": -0.2391285702709568, "ret_signed_p6m": -0.2391285702709568, "alpha_spy_p6m": -0.327928057136499, "alpha_c_p6m": -0.327928057136499, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.08879948686554218, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0662800956493158, "alpha_spy_stated": -0.11318734921095508, "alpha_c_stated": -0.11318734921095508, "price_path": [0.0548, 0.0839, 0.075, 0.0591, 0.0499, 0.0539, 0.0203, 0.0419, 0.0375, 0.0263, 0.0263, 0.0307, 0.0417, 0.0724, 0.0589, 0.0707, 0.0813, 0.0784, 0.0753, 0.0647, 0.0763, 0.0763, 0.067, 0.0822, 0.0714, 0.0439, 0.0206, 0.027, 0.0187, 0.0201, 0.0278, 0.0376, 0.0373, 0.0424, 0.0568, 0.0587, 0.0643, 0.0688, 0.0575, 0.0473, 0.0216, -0.0084, -0.0021, -0.0212, -0.0146, -0.0474, -0.0488, -0.0798, -0.0838, -0.0626, -0.0771, -0.0412, -0.0352, -0.0271, -0.0254, -0.0278, -0.0181, -0.0197, -0.0361, -0.0107, 0.0066, 0.0134, 0.0134, 0.0, 0.0142, -0.035, -0.0083, -0.0023, -0.0032, -0.0407, -0.026, -0.0399, -0.0409, -0.0536, -0.0405, -0.0322, -0.0211, -0.0108, -0.0311, -0.0259, -0.0454, -0.0356, -0.029, -0.0611, -0.0663, -0.0536, -0.0478, -0.0263, -0.0502, -0.0475, -0.0281, -0.0425, -0.0145, -0.0501, -0.0628, -0.0254, -0.037, 0.0074, 0.0435, 0.0167, 0.0104, 0.0095, 0.0121, 0.0073, -0.0038, 0.0168, 0.0317, 0.0353, 0.008, 0.001, -0.0521, -0.0497, -0.0424, -0.0314, -0.0254, -0.0475, -0.0347, -0.061, -0.075, -0.0972, -0.1072, -0.1003, -0.1014, -0.0725, -0.0962, -0.0962, -0.0867, -0.0776, -0.0702, -0.0543, -0.0197, 0.0323, 0.0282, 0.0341, 0.0467, 0.0393, 0.0389, 0.0086, 0.0099, 0.0227, 0.0232, 0.0313, 0.0501, 0.0453, 0.0526, 0.0526, 0.0558, 0.0564, 0.0552, 0.0512, 0.0512, 0.0064, 0.0168, 0.0432, 0.056, 0.0338, 0.0315, 0.0293, -0.0435, -0.0494, -0.0733, -0.0988, -0.0988, -0.1268, -0.1208, -0.0949, -0.0951, -0.0897, -0.0932, -0.0954, -0.1505, -0.1576, -0.1635, -0.2208, -0.2086, -0.2462, -0.2407, -0.2301, -0.2324, -0.2659, -0.2642, -0.2472, -0.2472, -0.2687, -0.2548, -0.2648, -0.2653, -0.2931, -0.2642, -0.2391]}
{"unit_id": "orig:1962866852394348844", "ticker_idx": 1, "ts": "2025-09-02T13:15:00+00:00", "symbol": "AVGO", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AVGO, which always has spectacular earnings", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish DOCU (to $0), bearish AI/PATH (traps); cautious long CRM on earnings potential, AVGO on strong earnings history, LULU near 52-week lows with sector strength, FIG as a speculative IPO flier.", "resolved_tickers": ["AVGO"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week/month:\n\nLabor Day week on the markets in general is one of the softest of the entire year - it typically ranks as the 3rd worst week of the year due to choppy low volume.  The month of September in general is one of the 2 most bearish months of the year.\n\nNow, combine this with the uncertainty over the upcoming rate decision from the Fed, the terrible jobs data that's been coming out left and right, the cracks in the financial sector (13% of credit card accounts are now \"seriously delinquent\"...I'll talk more about this later today), an overheated market that is at all time highs in spite of large money sitting on the sidelines and it being retail (which is now at record margin) driving the indices upwards, and you have a recipe for a pretty jarring month in general.\n\nObviously, this Friday we've got non-farm payrolls - what might be the very last time we see these numbers until 2029, as the Trump administration decides that the best way to pretend the numbers aren't terrible and everything isn't falling apart is to simply stop letting people know what the data is.  All other data this week kind of falls secondary to that.  \n\nTuesday, we've got Trump scheduling one of his famously nebulously \"2 pm Oval Office announcements\", because there's nothing markets love more than uncertainty.  Guesses as to what it is range from 200% tariffs on pharmaceuticals so your grandmother will just go ahead and die already because she's not contributing to the tax pool anymore to some rambling garbage about election integrity to Trump stating that he's dying - but it can't be that as we've been assured by MAGA he's immortal and it's perfectly fine to elect an 80 year old man in poor physical health to a 4 year office term.  You can expect nothing but chop until we find out what the latest \"surprise\" from \"the most transparent administration in history\" is.\n\nOn the earnings front, it's actually a really interesting week.  $CRM reports after the bell on Wednesday, and it's generally considered a follower of companies like $MDB and $SNOW, both of which went hog wild last week after earnings.  Couple this with the fact that $CRM has been beaten to a pulp this year, and the potential for a BIG shift is lined up for them.  Thursday we've got $AVGO, which always has spectacular earnings, but the chipmakers have been getting punished of late regardless (see also $NVDA, $MRVL).  $LULU is trading near 52 week lows, and female aesthetic plays have been strong this quarter.  Then we have $DOCU, which continues its march to $0.\n\nThe wildcard in all this?  $FIG.  They IPO'd very recently to great fanfare and rocketed from $37 to $115 in a matter of minutes...then have fallen every day since.  One would have to think that they scheduled their IPO as such to where their first quarterly report would be a particularly strong one.  Might be worth a flier for you gamblers out there.\n\nThe AI names this week - $AI and $PATH both feel like traps to me.\n\nAll in all, maybe not a week to bother with, but if you do partake, make sure to stay nimble, as sentiment can change on a dime.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.002849954276001654, "ret_signed_m1d": -0.002849954276001654, "alpha_spy_m1d": -0.010315572267701745, "alpha_c_m1d": -0.016149331147209844, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.01329937687120819, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.013915100116311585, "ret_signed_p1d": 0.013915100116311585, "alpha_spy_p1d": 0.0084955404029039, "alpha_c_p1d": 0.014089705261841834, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": -0.00017460514553024886, "ret_p1w": 0.12885605204405715, "ret_signed_p1w": 0.12885605204405715, "alpha_spy_p1w": 0.11314390493935989, "alpha_c_p1w": 0.08930713172149285, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.039548920322564296, "ret_p1m": 0.11977351441257889, "ret_signed_p1m": 0.11977351441257889, "alpha_spy_p1m": 0.07286626085093961, "alpha_c_p1m": -0.04501976228485782, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.1647932766974367, "ret_p3m": 0.35344146412297306, "ret_signed_p3m": 0.35344146412297306, "alpha_spy_p3m": 0.28313571766307777, "alpha_c_p3m": 0.12375705063490727, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.2296844134880658, "ret_p6m": 0.11828159273059446, "ret_signed_p6m": 0.11828159273059446, "alpha_spy_p6m": 0.029482105865052288, "alpha_c_p6m": -0.37392037477233186, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.49220196750292633, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.11977351441257889, "alpha_spy_stated": 0.07286626085093961, "alpha_c_stated": -0.04501976228485782, "price_path": [-0.1305, -0.174, -0.1829, -0.1817, -0.154, -0.1434, -0.1681, -0.1567, -0.1658, -0.1595, -0.1595, -0.1618, -0.1491, -0.1156, -0.1126, -0.0941, -0.0969, -0.0757, -0.1123, -0.095, -0.0773, -0.0773, -0.0807, -0.0887, -0.0682, -0.0766, -0.08, -0.0759, -0.058, -0.0584, -0.0395, -0.05, -0.0336, -0.0659, -0.0488, -0.032, -0.027, -0.0132, -0.0027, 0.0147, -0.0152, -0.0322, -0.0017, -0.0178, 0.0115, 0.0185, 0.0226, 0.019, 0.0489, 0.0364, 0.0436, 0.0272, 0.0252, -0.0112, -0.0237, -0.029, -0.0142, -0.0134, -0.0008, 0.0067, 0.0349, -0.0028, -0.0028, 0.0, 0.0139, 0.0264, 0.1229, 0.159, 0.1289, 0.2392, 0.2058, 0.2066, 0.2208, 0.2071, 0.1607, 0.158, 0.1566, 0.1379, 0.1384, 0.1397, 0.1289, 0.1236, 0.1013, 0.1081, 0.1198, 0.1359, 0.1365, 0.1268, 0.1299, 0.1604, 0.1588, 0.0904, 0.1981, 0.1558, 0.18, 0.1895, 0.1733, 0.173, 0.1509, 0.143, 0.1564, 0.1894, 0.216, 0.2527, 0.2964, 0.2645, 0.2415, 0.2177, 0.1821, 0.2057, 0.1943, 0.1736, 0.2037, 0.1821, 0.1931, 0.1419, 0.1502, 0.1509, 0.1437, 0.1904, 0.1649, 0.1426, 0.2695, 0.2932, 0.3353, 0.3353, 0.3534, 0.2967, 0.2816, 0.2784, 0.2798, 0.3107, 0.3472, 0.3646, 0.3871, 0.3649, 0.2089, 0.1413, 0.1463, 0.095, 0.108, 0.1432, 0.149, 0.1755, 0.1786, 0.1786, 0.185, 0.1758, 0.1773, 0.1647, 0.1647, 0.1698, 0.1557, 0.1568, 0.1559, 0.1189, 0.1609, 0.1852, 0.1933, 0.1438, 0.1543, 0.1836, 0.1836, 0.1193, 0.1065, 0.0953, 0.077, 0.0932, 0.1199, 0.1214, 0.113, 0.1149, 0.1142, 0.078, 0.0366, 0.0449, 0.1203, 0.1574, 0.1456, 0.1534, 0.1144, 0.0943, 0.0943, 0.1191, 0.1223, 0.1239, 0.1194, 0.1117, 0.0953, 0.1183]}
{"unit_id": "orig:1962866852394348844", "ticker_idx": 2, "ts": "2025-09-02T13:15:00+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LULU is trading near 52 week lows, and female aesthetic plays have been strong this quarter", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish DOCU (to $0), bearish AI/PATH (traps); cautious long CRM on earnings potential, AVGO on strong earnings history, LULU near 52-week lows with sector strength, FIG as a speculative IPO flier.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week/month:\n\nLabor Day week on the markets in general is one of the softest of the entire year - it typically ranks as the 3rd worst week of the year due to choppy low volume.  The month of September in general is one of the 2 most bearish months of the year.\n\nNow, combine this with the uncertainty over the upcoming rate decision from the Fed, the terrible jobs data that's been coming out left and right, the cracks in the financial sector (13% of credit card accounts are now \"seriously delinquent\"...I'll talk more about this later today), an overheated market that is at all time highs in spite of large money sitting on the sidelines and it being retail (which is now at record margin) driving the indices upwards, and you have a recipe for a pretty jarring month in general.\n\nObviously, this Friday we've got non-farm payrolls - what might be the very last time we see these numbers until 2029, as the Trump administration decides that the best way to pretend the numbers aren't terrible and everything isn't falling apart is to simply stop letting people know what the data is.  All other data this week kind of falls secondary to that.  \n\nTuesday, we've got Trump scheduling one of his famously nebulously \"2 pm Oval Office announcements\", because there's nothing markets love more than uncertainty.  Guesses as to what it is range from 200% tariffs on pharmaceuticals so your grandmother will just go ahead and die already because she's not contributing to the tax pool anymore to some rambling garbage about election integrity to Trump stating that he's dying - but it can't be that as we've been assured by MAGA he's immortal and it's perfectly fine to elect an 80 year old man in poor physical health to a 4 year office term.  You can expect nothing but chop until we find out what the latest \"surprise\" from \"the most transparent administration in history\" is.\n\nOn the earnings front, it's actually a really interesting week.  $CRM reports after the bell on Wednesday, and it's generally considered a follower of companies like $MDB and $SNOW, both of which went hog wild last week after earnings.  Couple this with the fact that $CRM has been beaten to a pulp this year, and the potential for a BIG shift is lined up for them.  Thursday we've got $AVGO, which always has spectacular earnings, but the chipmakers have been getting punished of late regardless (see also $NVDA, $MRVL).  $LULU is trading near 52 week lows, and female aesthetic plays have been strong this quarter.  Then we have $DOCU, which continues its march to $0.\n\nThe wildcard in all this?  $FIG.  They IPO'd very recently to great fanfare and rocketed from $37 to $115 in a matter of minutes...then have fallen every day since.  One would have to think that they scheduled their IPO as such to where their first quarterly report would be a particularly strong one.  Might be worth a flier for you gamblers out there.\n\nThe AI names this week - $AI and $PATH both feel like traps to me.\n\nAll in all, maybe not a week to bother with, but if you do partake, make sure to stay nimble, as sentiment can change on a dime.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00993951434814666, "ret_signed_m1d": 0.00993951434814666, "alpha_spy_m1d": 0.00247389635644657, "alpha_c_m1d": 0.0024181262284530547, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.007521388119693606, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.008391228601132394, "ret_signed_p1d": -0.008391228601132394, "alpha_spy_p1d": -0.013810788314540079, "alpha_c_p1d": -0.01243459106135425, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": 0.004043362460221855, "ret_p1w": -0.17241897564988184, "ret_signed_p1w": -0.17241897564988184, "alpha_spy_p1w": -0.1881311227545791, "alpha_c_p1w": -0.19711357834815246, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.024694602698270618, "ret_p1m": -0.1130812578314564, "ret_signed_p1m": -0.1130812578314564, "alpha_spy_p1m": -0.15998851139309567, "alpha_c_p1m": -0.1633195693446441, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.050238311513187695, "ret_p3m": -0.08006599820455251, "ret_signed_p3m": -0.08006599820455251, "alpha_spy_p3m": -0.1503717446644478, "alpha_c_p3m": -0.10992155942259474, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.029855561218042226, "ret_p6m": -0.088207397582022, "ret_signed_p6m": -0.088207397582022, "alpha_spy_p6m": -0.17700688444756418, "alpha_c_p6m": -0.11015404841685628, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.02194665083483427, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1130812578314564, "alpha_spy_stated": -0.15998851139309567, "alpha_c_stated": -0.1633195693446441, "price_path": [0.6522, 0.325, 0.2938, 0.2911, 0.2601, 0.2339, 0.1943, 0.2052, 0.1748, 0.1421, 0.1421, 0.1362, 0.1266, 0.1634, 0.1564, 0.1567, 0.1739, 0.1867, 0.2243, 0.2302, 0.2371, 0.2371, 0.1866, 0.1914, 0.1782, 0.1913, 0.1813, 0.1432, 0.1098, 0.1294, 0.1653, 0.1476, 0.1149, 0.1185, 0.119, 0.0923, 0.096, 0.0818, 0.0691, 0.0313, 0.0016, -0.0344, -0.0188, -0.0257, -0.0185, -0.0453, -0.0538, -0.0688, -0.0364, 0.0014, -0.0251, -0.0087, 0.017, -0.0127, -0.0104, -0.0101, 0.0369, 0.0111, 0.0116, 0.0268, 0.0243, 0.0099, 0.0099, 0.0, -0.0084, 0.0294, -0.1619, -0.1604, -0.1724, -0.1814, -0.172, -0.2015, -0.2009, -0.1892, -0.1835, -0.1521, -0.1528, -0.1339, -0.1343, -0.1048, -0.1409, -0.1194, -0.1054, -0.1113, -0.1131, -0.1099, -0.123, -0.1303, -0.1351, -0.1268, -0.1335, -0.1633, -0.1516, -0.1552, -0.1654, -0.1778, -0.1638, -0.1388, -0.094, -0.1095, -0.1056, -0.1101, -0.094, -0.101, -0.1494, -0.1608, -0.1482, -0.1735, -0.1975, -0.1629, -0.1831, -0.1702, -0.1491, -0.1518, -0.1464, -0.1526, -0.1475, -0.1801, -0.181, -0.1706, -0.1774, -0.16, -0.1525, -0.1134, -0.0913, -0.0913, -0.0801, -0.0889, -0.089, -0.0895, -0.083, -0.0509, -0.0858, -0.0896, -0.0629, -0.0659, 0.0238, 0.0304, 0.0326, 0.0383, 0.0744, 0.0462, 0.0607, 0.0623, 0.0509, 0.0509, 0.0438, 0.0616, 0.0522, 0.038, 0.038, 0.0529, 0.0609, 0.0783, 0.0575, 0.0597, 0.0184, 0.0441, 0.0584, 0.0146, 0.024, 0.0083, 0.0083, -0.0572, -0.0518, -0.0277, -0.0457, -0.0371, -0.069, -0.0992, -0.1382, -0.1284, -0.1055, -0.143, -0.1109, -0.1504, -0.1367, -0.1225, -0.0978, -0.1216, -0.1532, -0.1188, -0.1188, -0.1123, -0.0903, -0.0866, -0.0645, -0.1104, -0.1035, -0.0882]}
{"unit_id": "orig:1962866852394348844", "ticker_idx": 3, "ts": "2025-09-02T13:15:00+00:00", "symbol": "DOCU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$DOCU, which continues its march to $0", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish DOCU (to $0), bearish AI/PATH (traps); cautious long CRM on earnings potential, AVGO on strong earnings history, LULU near 52-week lows with sector strength, FIG as a speculative IPO flier.", "resolved_tickers": ["DOCU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week/month:\n\nLabor Day week on the markets in general is one of the softest of the entire year - it typically ranks as the 3rd worst week of the year due to choppy low volume.  The month of September in general is one of the 2 most bearish months of the year.\n\nNow, combine this with the uncertainty over the upcoming rate decision from the Fed, the terrible jobs data that's been coming out left and right, the cracks in the financial sector (13% of credit card accounts are now \"seriously delinquent\"...I'll talk more about this later today), an overheated market that is at all time highs in spite of large money sitting on the sidelines and it being retail (which is now at record margin) driving the indices upwards, and you have a recipe for a pretty jarring month in general.\n\nObviously, this Friday we've got non-farm payrolls - what might be the very last time we see these numbers until 2029, as the Trump administration decides that the best way to pretend the numbers aren't terrible and everything isn't falling apart is to simply stop letting people know what the data is.  All other data this week kind of falls secondary to that.  \n\nTuesday, we've got Trump scheduling one of his famously nebulously \"2 pm Oval Office announcements\", because there's nothing markets love more than uncertainty.  Guesses as to what it is range from 200% tariffs on pharmaceuticals so your grandmother will just go ahead and die already because she's not contributing to the tax pool anymore to some rambling garbage about election integrity to Trump stating that he's dying - but it can't be that as we've been assured by MAGA he's immortal and it's perfectly fine to elect an 80 year old man in poor physical health to a 4 year office term.  You can expect nothing but chop until we find out what the latest \"surprise\" from \"the most transparent administration in history\" is.\n\nOn the earnings front, it's actually a really interesting week.  $CRM reports after the bell on Wednesday, and it's generally considered a follower of companies like $MDB and $SNOW, both of which went hog wild last week after earnings.  Couple this with the fact that $CRM has been beaten to a pulp this year, and the potential for a BIG shift is lined up for them.  Thursday we've got $AVGO, which always has spectacular earnings, but the chipmakers have been getting punished of late regardless (see also $NVDA, $MRVL).  $LULU is trading near 52 week lows, and female aesthetic plays have been strong this quarter.  Then we have $DOCU, which continues its march to $0.\n\nThe wildcard in all this?  $FIG.  They IPO'd very recently to great fanfare and rocketed from $37 to $115 in a matter of minutes...then have fallen every day since.  One would have to think that they scheduled their IPO as such to where their first quarterly report would be a particularly strong one.  Might be worth a flier for you gamblers out there.\n\nThe AI names this week - $AI and $PATH both feel like traps to me.\n\nAll in all, maybe not a week to bother with, but if you do partake, make sure to stay nimble, as sentiment can change on a dime.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03496697688613781, "ret_signed_m1d": -0.03496697688613781, "alpha_spy_m1d": -0.027501358894437722, "alpha_c_m1d": -0.027501358894437722, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.007465617991700091, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02470638367212752, "ret_signed_p1d": -0.02470638367212752, "alpha_spy_p1d": -0.019286823958719834, "alpha_c_p1d": -0.019286823958719834, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": 0.0054195597134076845, "ret_p1w": 0.07735930039883598, "ret_signed_p1w": -0.07735930039883598, "alpha_spy_p1w": -0.06164715329413872, "alpha_c_p1w": -0.06164715329413872, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.01571214710469726, "ret_p1m": -0.0688537666414688, "ret_signed_p1m": 0.0688537666414688, "alpha_spy_p1m": 0.11576102020310808, "alpha_c_p1m": 0.11576102020310808, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.04690725356163927, "ret_p3m": -0.06372352153570948, "ret_signed_p3m": 0.06372352153570948, "alpha_spy_p3m": 0.13402926799560477, "alpha_c_p3m": 0.13402926799560477, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.07030574645989529, "ret_p6m": -0.41595789793750904, "ret_signed_p6m": 0.41595789793750904, "alpha_spy_p6m": 0.5047573848030512, "alpha_c_p6m": 0.5047573848030512, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.08879948686554218, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0688537666414688, "alpha_spy_stated": 0.11576102020310808, "alpha_c_stated": 0.11576102020310808, "price_path": [0.2542, 0.0163, 0.0609, 0.0401, 0.0293, 0.0262, -0.0001, 0.0217, 0.01, 0.0159, 0.0159, 0.0143, -0.002, 0.0212, 0.0127, 0.02, 0.0324, 0.0516, 0.0444, 0.0416, 0.0668, 0.0668, 0.0482, 0.0524, 0.0744, 0.0309, -0.007, 0.0289, 0.023, 0.0414, 0.0479, 0.0716, 0.0711, 0.0987, 0.0991, 0.0845, 0.0783, 0.0853, 0.0784, 0.0525, 0.0212, -0.0031, 0.0177, -0.0031, 0.0144, -0.0485, -0.0659, -0.0936, -0.0817, -0.0454, -0.0684, -0.0428, -0.032, -0.0431, -0.0402, -0.045, 0.01, -0.0018, -0.0212, 0.0082, 0.0194, 0.035, 0.035, 0.0, 0.0247, 0.0293, 0.0782, 0.1034, 0.0774, 0.0641, 0.0833, 0.0826, 0.1013, 0.1031, 0.1411, 0.1477, 0.142, 0.1457, 0.1451, 0.1342, 0.0977, 0.1006, 0.109, -0.0267, -0.0689, -0.0806, -0.0586, -0.0257, -0.0558, -0.0342, -0.0367, -0.0765, -0.0624, -0.0771, -0.0832, -0.0938, -0.0829, -0.0458, -0.0219, -0.0474, -0.0404, -0.0348, -0.0355, -0.0455, -0.0687, -0.0332, -0.0126, -0.0139, -0.044, -0.0428, -0.0586, -0.059, -0.0597, -0.0705, -0.0637, -0.0953, -0.0852, -0.1269, -0.1148, -0.1219, -0.1358, -0.1172, -0.1099, -0.0825, -0.0702, -0.0702, -0.0637, -0.0775, -0.0703, -0.0466, -0.0401, -0.1134, -0.1084, -0.0632, -0.071, -0.0518, -0.04, -0.0794, -0.0876, -0.0848, -0.063, -0.0552, -0.0491, -0.0689, -0.0598, -0.0598, -0.0554, -0.0621, -0.0674, -0.0765, -0.0765, -0.1245, -0.1314, -0.1199, -0.0608, -0.0576, -0.071, -0.0778, -0.1291, -0.1647, -0.1941, -0.2344, -0.2344, -0.2464, -0.2436, -0.2237, -0.2242, -0.2215, -0.2518, -0.2411, -0.2739, -0.2907, -0.298, -0.378, -0.3688, -0.3852, -0.3637, -0.3575, -0.3571, -0.4014, -0.4095, -0.3949, -0.3949, -0.3896, -0.3949, -0.4043, -0.3995, -0.4363, -0.4215, -0.416]}
{"unit_id": "orig:1962866852394348844", "ticker_idx": 4, "ts": "2025-09-02T13:15:00+00:00", "symbol": "FIG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Might be worth a flier for you gamblers out there", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish DOCU (to $0), bearish AI/PATH (traps); cautious long CRM on earnings potential, AVGO on strong earnings history, LULU near 52-week lows with sector strength, FIG as a speculative IPO flier.", "resolved_tickers": ["FIG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week/month:\n\nLabor Day week on the markets in general is one of the softest of the entire year - it typically ranks as the 3rd worst week of the year due to choppy low volume.  The month of September in general is one of the 2 most bearish months of the year.\n\nNow, combine this with the uncertainty over the upcoming rate decision from the Fed, the terrible jobs data that's been coming out left and right, the cracks in the financial sector (13% of credit card accounts are now \"seriously delinquent\"...I'll talk more about this later today), an overheated market that is at all time highs in spite of large money sitting on the sidelines and it being retail (which is now at record margin) driving the indices upwards, and you have a recipe for a pretty jarring month in general.\n\nObviously, this Friday we've got non-farm payrolls - what might be the very last time we see these numbers until 2029, as the Trump administration decides that the best way to pretend the numbers aren't terrible and everything isn't falling apart is to simply stop letting people know what the data is.  All other data this week kind of falls secondary to that.  \n\nTuesday, we've got Trump scheduling one of his famously nebulously \"2 pm Oval Office announcements\", because there's nothing markets love more than uncertainty.  Guesses as to what it is range from 200% tariffs on pharmaceuticals so your grandmother will just go ahead and die already because she's not contributing to the tax pool anymore to some rambling garbage about election integrity to Trump stating that he's dying - but it can't be that as we've been assured by MAGA he's immortal and it's perfectly fine to elect an 80 year old man in poor physical health to a 4 year office term.  You can expect nothing but chop until we find out what the latest \"surprise\" from \"the most transparent administration in history\" is.\n\nOn the earnings front, it's actually a really interesting week.  $CRM reports after the bell on Wednesday, and it's generally considered a follower of companies like $MDB and $SNOW, both of which went hog wild last week after earnings.  Couple this with the fact that $CRM has been beaten to a pulp this year, and the potential for a BIG shift is lined up for them.  Thursday we've got $AVGO, which always has spectacular earnings, but the chipmakers have been getting punished of late regardless (see also $NVDA, $MRVL).  $LULU is trading near 52 week lows, and female aesthetic plays have been strong this quarter.  Then we have $DOCU, which continues its march to $0.\n\nThe wildcard in all this?  $FIG.  They IPO'd very recently to great fanfare and rocketed from $37 to $115 in a matter of minutes...then have fallen every day since.  One would have to think that they scheduled their IPO as such to where their first quarterly report would be a particularly strong one.  Might be worth a flier for you gamblers out there.\n\nThe AI names this week - $AI and $PATH both feel like traps to me.\n\nAll in all, maybe not a week to bother with, but if you do partake, make sure to stay nimble, as sentiment can change on a dime.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07183161669046711, "ret_signed_m1d": 0.07183161669046711, "alpha_spy_m1d": 0.06436599869876702, "alpha_c_m1d": 0.06436599869876702, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.007465617991700091, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03904220787720725, "ret_signed_p1d": 0.03904220787720725, "alpha_spy_p1d": 0.03362264816379956, "alpha_c_p1d": 0.03362264816379956, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": 0.0054195597134076845, "ret_p1w": -0.1868232432059468, "ret_signed_p1w": -0.1868232432059468, "alpha_spy_p1w": -0.20253539031064405, "alpha_c_p1w": -0.20253539031064405, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.01571214710469726, "ret_p1m": -0.23288089871638373, "ret_signed_p1m": -0.23288089871638373, "alpha_spy_p1m": -0.279788152278023, "alpha_c_p1m": -0.279788152278023, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.04690725356163927, "ret_p3m": -0.4514259358225615, "ret_signed_p3m": -0.4514259358225615, "alpha_spy_p3m": -0.5217316822824568, "alpha_c_p3m": -0.5217316822824568, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.07030574645989529, "ret_p6m": -0.5235626061229934, "ret_signed_p6m": -0.5235626061229934, "alpha_spy_p6m": -0.6123620929885356, "alpha_c_p6m": -0.6123620929885356, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.08879948686554218, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23288089871638373, "alpha_spy_stated": -0.279788152278023, "alpha_c_stated": -0.279788152278023, "price_path": [null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, 0.7615, 0.8606, 0.3512, 0.206, 0.3775, 0.1932, 0.1912, 0.2582, 0.3323, 0.2492, 0.1638, 0.2112, 0.1615, 0.0586, 0.1292, 0.1097, 0.1789, 0.0737, 0.0695, 0.0657, 0.0868, 0.0718, 0.0718, 0.0, 0.039, -0.1679, -0.1633, -0.1998, -0.1868, -0.2213, -0.1466, -0.1906, -0.1746, -0.1815, -0.1646, -0.1092, -0.1336, -0.1034, -0.1135, -0.158, -0.1705, -0.1931, -0.1894, -0.2089, -0.2329, -0.2083, -0.1911, -0.1313, -0.0721, 0.084, 0.0361, -0.0688, -0.0197, -0.0724, -0.0267, -0.1187, -0.1331, -0.1504, -0.1504, -0.1946, -0.1864, -0.1862, -0.1896, -0.2086, -0.2251, -0.2551, -0.2399, -0.2654, -0.3014, -0.3288, -0.2988, -0.3251, -0.3226, -0.3216, -0.329, -0.3814, -0.4124, -0.4299, -0.4394, -0.4549, -0.488, -0.4767, -0.4591, -0.4586, -0.449, -0.449, -0.4514, -0.4557, -0.4482, -0.4301, -0.4096, -0.4209, -0.4258, -0.4133, -0.4013, -0.4099, -0.4499, -0.465, -0.4519, -0.4302, -0.4359, -0.3979, -0.4014, -0.4145, -0.4074, -0.4074, -0.4122, -0.4231, -0.4261, -0.4301, -0.4301, -0.4264, -0.4346, -0.4282, -0.4318, -0.4316, -0.4307, -0.4449, -0.4882, -0.5065, -0.5181, -0.549, -0.549, -0.5766, -0.5872, -0.5666, -0.5588, -0.5551, -0.566, -0.5416, -0.5872, -0.6047, -0.634, -0.6738, -0.6567, -0.6614, -0.6646, -0.6625, -0.6325, -0.6558, -0.6642, -0.6564, -0.6564, -0.6477, -0.6311, -0.6056, -0.6021, -0.6225, -0.5817, -0.5236]}
{"unit_id": "orig:1981420360856981960", "ticker_idx": 0, "ts": "2025-10-23T18:00:01+00:00", "symbol": "BYND", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BYND has no path to anything but insolvency", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short BYND: loses money on everything it sells, retail failures, debt-hedge shorting, and no path to anything but insolvency.", "resolved_tickers": ["BYND"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Packaged Foods'", "bench_c_industry": "Packaged Foods", "unit_kind": "original", "lang": "en", "tweet_text": "For those unaware, $BYND loses money on everything it sells.  It's previous attempts to sell in Costco and Kroger failed.  They haven't sold a single \"burger\" in $WMT yet.  \n\nAnd, contrary to what the absolute morons on FinTwit claim, it wasn't a candidate for a short squeeze - the people are too dumb to realize that $BYND's debt holders HAVE to short the equity in the company in order to hedge against their debt holdings.  Nobody was trying to actively short a company trading at 50 cents - there was no meat on the bone (get it?).\n\nWell, as always, a few got fabulously wealthy on this trade, but most are gonna get left holding the bag and will NEVER recover, because $BYND has no path to anything but insolvency.  Congratulations to the lucky losers, I guess.\n\nPpl ask why I keep posting here if I'm so overtly denigrating of my fellow community members in the financial space - it's because of shit like this.  People who don't know the first damn thing in how to evaluate a company's fundamentals run around acting like they understand the equity markets and lure unsuspecting and financially illiterate people desperate for a quick buck into ruin.  And the way the algo is written, the scammers are rewarded.  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{"unit_id": "quote:1962932041198026815", "ticker_idx": 0, "ts": "2025-09-02T17:34:02+00:00", "symbol": "CELH", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CELH 10/17 60p $3.25", "tweet_type": "prediction", "timeline": "weeks", "summary": "Buying puts on CELH with 10/17 expiry at $60 strike, bearish directional bet.", "resolved_tickers": ["CELH"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Beverages - Non-Alcoholic", "unit_kind": "quote", "lang": "en", "tweet_text": "Take $3.60", "reply_text": null, "parent_text": null, "quoted_text": "$CELH 10/17 60p $3.25", "parent_author": null, "ret_m1d": 0.023937489404912915, "ret_signed_m1d": -0.023937489404912915, "alpha_spy_m1d": -0.016471871413212824, "alpha_c_m1d": -0.016471871413212824, "bench_spy_m1d": 0.007465617991700091, "bench_c_m1d": 0.007465617991700091, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005048060154067557, "ret_signed_p1d": 0.005048060154067557, "alpha_spy_p1d": 0.010467619867475242, "alpha_c_p1d": 0.010467619867475242, "bench_spy_p1d": 0.0054195597134076845, "bench_c_p1d": 0.0054195597134076845, "ret_p1w": -0.08744502434827905, "ret_signed_p1w": 0.08744502434827905, "alpha_spy_p1w": 0.10315717145297632, "alpha_c_p1w": 0.10315717145297632, "bench_spy_p1w": 0.01571214710469726, "bench_c_p1w": 0.01571214710469726, "ret_p1m": -0.06367040965848303, "ret_signed_p1m": 0.06367040965848303, "alpha_spy_p1m": 0.1105776632201223, "alpha_c_p1m": 0.1105776632201223, "bench_spy_p1m": 0.04690725356163927, "bench_c_p1m": 0.04690725356163927, "ret_p3m": -0.33333335403950104, "ret_signed_p3m": 0.33333335403950104, "alpha_spy_p3m": 0.40363910049939633, "alpha_c_p3m": 0.40363910049939633, "bench_spy_p3m": 0.07030574645989529, "bench_c_p3m": 0.07030574645989529, "ret_p6m": -0.17586711063174953, "ret_signed_p6m": 0.17586711063174953, "alpha_spy_p6m": 0.2646665974972917, "alpha_c_p6m": 0.2646665974972917, "bench_spy_p6m": 0.08879948686554218, "bench_c_p6m": 0.08879948686554218, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06367040965848303, "alpha_spy_stated": 0.1105776632201223, "alpha_c_stated": 0.1105776632201223, "price_path": [-0.3473, -0.3389, -0.3115, -0.3071, -0.3149, -0.3164, -0.3298, -0.2918, -0.2809, -0.2824, -0.2824, -0.2938, -0.3026, -0.2605, -0.2596, -0.2604, -0.2527, -0.2446, -0.2509, -0.2449, -0.2418, -0.2418, -0.256, -0.2576, -0.2493, -0.2643, -0.2658, -0.2596, -0.2589, -0.2762, -0.2762, -0.2765, -0.2899, -0.278, -0.2646, -0.2459, -0.2405, -0.2353, -0.2275, -0.2421, -0.2617, -0.2718, -0.2643, -0.304, -0.304, -0.1838, -0.154, -0.1207, -0.1089, -0.087, -0.0772, -0.0669, -0.0034, -0.0153, 0.0088, 0.0107, 0.0018, -0.0199, -0.03, -0.0269, -0.028, 0.0239, 0.0239, 0.0, -0.005, -0.0106, -0.0495, -0.094, -0.0874, -0.0845, -0.0568, -0.0585, -0.087, -0.1, -0.0826, -0.1013, -0.1088, -0.164, -0.1694, -0.1552, -0.1563, -0.1143, -0.0734, -0.0638, -0.0637, -0.0409, -0.0441, -0.0375, -0.0057, 0.0244, 0.0464, -0.0116, -0.0044, 0.0073, 0.0275, 0.0469, 0.0562, 0.0495, 0.0324, 0.0031, 0.0088, 0.0316, 0.0132, 0.008, -0.0005, -0.0208, -0.0192, -0.0352, -0.0301, -0.0243, -0.2662, -0.3239, -0.2744, -0.2879, -0.2687, -0.2833, -0.3032, -0.346, -0.3382, -0.3291, -0.3615, -0.3651, -0.3825, -0.3421, -0.3359, -0.3359, -0.3333, -0.306, -0.3351, -0.3161, -0.3053, -0.3151, -0.2786, -0.2964, -0.2789, -0.2843, -0.2861, -0.2866, -0.2973, -0.3351, -0.3214, -0.303, -0.2776, -0.2736, -0.2718, -0.2718, -0.2576, -0.2438, -0.2487, -0.2552, -0.2552, -0.2224, -0.2169, -0.2071, -0.164, -0.165, -0.1386, -0.1355, -0.1433, -0.1348, -0.1283, -0.1143, -0.1143, -0.0769, -0.0809, -0.1005, -0.0891, -0.1119, -0.0961, -0.1221, -0.1309, -0.1454, -0.1643, -0.1799, -0.1972, -0.2189, -0.1765, -0.2216, -0.2452, -0.2778, -0.2772, -0.2724, -0.2724, -0.285, -0.2928, -0.2814, -0.2132, -0.1985, -0.1741, -0.1759]}
{"unit_id": "orig:1976755105073709208", "ticker_idx": 0, "ts": "2025-10-10T21:01:58+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "will continue to drop on Friday. There's an old trading desk saying that markets never bottom on a Friday. Expect more blood on Monday.", "tweet_type": "prediction", "timeline": "days", "summary": "Expects SPY to keep falling through Friday and Monday, citing trading-desk adage that markets never bottom on a Friday.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Fact check:  China hasn't threatened other countries, they've actively been courting them.  It's only the US that they're implementing these taxes on, owing entirely to the Felon in Chief's aggressive trade stance with them and angering our biggest trade partner.  This is entirely Trump's fault.  \n\nBTW, $SPY dropped another $4 after-hours on this Tweet, meaning it's lost $22 today alone, or 3.3%.  And will continue to drop on Friday.  There's an old trading desk saying that markets never bottom on a Friday.  Expect more blood on Monday.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015112192089016707, "ret_signed_m1d": 0.015112192089016707, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": -0.015112192089016707, "bench_c_m1d": -0.015112192089016707, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0012216548034567065, "ret_signed_p1d": 0.0012216548034567065, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": -0.0012216548034567065, "bench_c_p1d": -0.0012216548034567065, "ret_p1w": 0.012457805416941081, "ret_signed_p1w": -0.012457805416941081, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.012457805416941081, "bench_c_p1w": 0.012457805416941081, "ret_p1m": 0.030103755486846406, "ret_signed_p1m": -0.030103755486846406, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": 0.030103755486846406, "bench_c_p1m": 0.030103755486846406, "ret_p3m": 0.04299510208631174, "ret_signed_p3m": -0.04299510208631174, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.04299510208631174, "bench_c_p3m": 0.04299510208631174, "ret_p6m": -0.00010016902829190766, "ret_signed_p6m": 0.00010016902829190766, "alpha_spy_p6m": 0.0, "alpha_c_p6m": 0.0, "bench_spy_p6m": -0.00010016902829190766, "bench_c_p6m": -0.00010016902829190766, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.012457805416941081, "alpha_spy_stated": 0.0, "alpha_c_stated": 0.0, "price_path": [-0.0612, -0.0554, -0.0561, -0.0543, -0.0542, -0.0461, -0.0458, -0.0418, -0.042, -0.0445, -0.0458, -0.0493, -0.0649, -0.0507, -0.0555, -0.0483, -0.0491, -0.0417, -0.0436, -0.0334, -0.0301, -0.03, -0.0322, -0.0325, -0.0377, -0.0403, -0.0441, -0.0294, -0.0337, -0.0297, -0.0274, -0.024, -0.0298, -0.0298, -0.037, -0.0318, -0.0237, -0.0265, -0.0241, -0.0219, -0.0191, -0.0109, -0.0112, -0.006, -0.0073, -0.0086, -0.0039, 0.001, 0.0057, 0.0003, -0.0029, -0.0075, -0.0018, 0.001, 0.0047, 0.0082, 0.0093, 0.0093, 0.0129, 0.0092, 0.0152, 0.0122, -0.0151, 0.0, -0.0012, 0.0032, -0.0036, 0.002, 0.0125, 0.0124, 0.0072, 0.0132, 0.0214, 0.0335, 0.0362, 0.0367, 0.0253, 0.0287, 0.0306, 0.0184, 0.0219, 0.011, 0.012, 0.0278, 0.0301, 0.0307, 0.0136, 0.0134, 0.004, -0.0045, -0.0006, -0.0159, -0.006, 0.0086, 0.0181, 0.0251, 0.0251, 0.0307, 0.026, 0.0279, 0.0314, 0.0322, 0.0342, 0.0311, 0.0302, 0.037, 0.0394, 0.0282, 0.0267, 0.0239, 0.0126, 0.0203, 0.0295, 0.0359, 0.0407, 0.0443, 0.0443, 0.0442, 0.0405, 0.0392, 0.0315, 0.0315, 0.0334, 0.0403, 0.0465, 0.0431, 0.043, 0.0499, 0.0515, 0.0494, 0.0443, 0.0471, 0.0462, 0.0462, 0.0249, 0.0368, 0.0422, 0.0426, 0.0479, 0.052, 0.0519, 0.0498, 0.0467, 0.0519, 0.043, 0.038, 0.025, 0.0447, 0.0497, 0.0469, 0.0467, 0.0305, 0.0313, 0.0313, 0.0329, 0.0381, 0.0354, 0.0429, 0.0322, 0.0397, 0.0485, 0.0427, 0.0377, 0.0383, 0.0291, 0.0364, 0.0306, 0.0171, 0.026, 0.0243, 0.0231, 0.0075, 0.0018, 0.012, 0.0147, 0.0005, -0.0019, -0.0163, -0.0059, -0.0093, -0.0037, -0.0215, -0.0382, -0.0414, -0.0136, -0.0061, -0.0052, -0.0052, -0.0005, -0.0001]}
{"unit_id": "orig:2011516571160887334", "ticker_idx": 0, "ts": "2026-01-14T19:11:37+00:00", "symbol": "DELL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I just bought equity for now", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Bought DELL equity; also watching March 125 calls.", "resolved_tickers": ["DELL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "March $DELL 125's, I've no idea the price as I'm on a slope.  I just bought equity for now because it's easier for me", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008172577671900827, "ret_signed_m1d": 0.008172577671900827, "alpha_spy_m1d": 0.0032330614356281817, "alpha_c_m1d": -0.004128712448983496, "bench_spy_m1d": 0.004939516236272645, "bench_c_m1d": 0.012301290120884323, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008172577671900827, "ret_signed_p1d": 0.008172577671900827, "alpha_spy_p1d": 0.005449363275371377, "alpha_c_p1d": 0.002920279751967403, "bench_spy_p1d": 0.0027232143965294497, "bench_c_p1d": 0.005252297919933424, "ret_p1w": -0.04157474114223492, "ret_signed_p1w": -0.04157474114223492, "alpha_spy_p1w": -0.03439011114230228, "alpha_c_p1w": -0.03542404329063442, "bench_spy_p1w": -0.007184629999932635, "bench_c_p1w": -0.006150697851600495, "ret_p1m": -0.045298109400089825, "ret_signed_p1m": -0.045298109400089825, "alpha_spy_p1m": -0.032131148822248545, "alpha_c_p1m": -0.007357631853383673, "bench_spy_p1m": -0.01316696057784128, "bench_c_p1m": -0.03794047754670615, "ret_p3m": 0.6060350764940603, "ret_signed_p3m": 0.6060350764940603, "alpha_spy_p3m": 0.609491620843324, "alpha_c_p3m": 0.598495020938757, "bench_spy_p3m": -0.0034565443492636794, "bench_c_p3m": 0.007540055555303349, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.045298109400089825, "alpha_spy_stated": -0.032131148822248545, "alpha_c_stated": -0.007357631853383673, "price_path": [0.2559, 0.2414, 0.259, 0.2649, 0.2994, 0.3366, 0.3665, 0.3892, 0.3784, 0.3566, 0.365, 0.349, 0.3029, 0.2841, 0.2569, 0.236, 0.2022, 0.1691, 0.1855, 0.1285, 0.127, 0.0319, 0.0337, 0.0058, -0.0109, 0.0322, 0.0719, 0.0609, 0.1228, 0.1228, 0.1235, 0.1129, 0.1454, 0.1259, 0.171, 0.1704, 0.183, 0.1645, 0.1849, 0.1677, 0.0951, 0.0996, 0.1269, 0.0775, 0.0358, 0.0651, 0.0667, 0.0752, 0.0816, 0.0816, 0.0889, 0.0739, 0.0778, 0.0606, 0.0606, 0.0768, 0.0448, 0.0441, 0.0116, -0.0016, 0.0163, 0.015, 0.0082, 0.0, 0.0082, 0.0155, 0.0155, -0.0601, -0.0416, -0.0085, -0.0232, -0.019, -0.0297, -0.0072, 0.0027, -0.0316, 0.0084, -0.0087, 0.0327, -0.0236, 0.0243, 0.0232, 0.0663, 0.0507, -0.0453, -0.0058, -0.0058, -0.0176, -0.0118, 0.0075, 0.0347, 0.0082, 0.0136, 0.0449, 0.0277, 0.2531, 0.2994, 0.2285, 0.2448, 0.2399, 0.2395, 0.2398, 0.2169, 0.2471, 0.2686, 0.283, 0.3247, 0.2948, 0.2626, 0.3265, 0.3342, 0.3928, 0.497, 0.5571, 0.4878, 0.4539, 0.3934, 0.3889, 0.4333, 0.4755, 0.4755, 0.4655, 0.5036, 0.5695, 0.5355, 0.5046, 0.606, 0.5614, 0.5002, 0.634, 0.6632, 0.7283, 0.8026, 0.822, 0.8007, 0.8342, 0.8332, 0.748, 0.7457, 0.7736, 0.784, 0.7965, 0.8362, 1.027, 0.9546, 1.2109, 1.097, 1.0282, 1.0701, 1.1042, 1.0541, 1.0205, 0.997, 1.0621, 1.1459, 1.5057, 1.5057, 1.5896, 1.5917, 1.6912, 2.5728, 2.9552, 2.6951, 2.5743, 2.5825, 2.3477, 2.4019, 2.2407, 2.1392, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2001336592560988315", "ticker_idx": 0, "ts": "2025-12-17T17:00:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm once again entering a short of this trash ass company at $495", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Re-entering TSLA short at $495, citing weak car sales, robotics lag, and robotaxi hype vs Waymo's expansion.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Couple of days late on this, kept forgetting to give it a slot.\n\n$F writing down almost 20 billion in capex toward EVs.  This isn't a uniquely Ford problem (though I did have one of their Lightnings, and returned it in the 7 day window because it couldn't function as a truck - tried hauling something with it and it had a whopping 52 miles of range, which is ridiculous).  It's more an indictment that EVs are a niche market that have no real path to profitability unless you're a Chinese maker who can get them out cheaply.  They're all too reliant on government subsidies.\n\nAnd before some of you Elmo fanbois start screaming B-b-b-b-b-b-but TESLA!....Tesla isn't selling any cars, either, without the tax credits.  And yes, on the 1 year anniversary of me shorting $TSLA at 489 and making a huge stack of cash throughout 2025, I'm once again entering a short of this trash ass company at $495.  \n\nCongrats on pushing it to all time highs in spite of nobody buying their cars, their robots being 15 years behind other companies, and their robotaxi finally getting a couple of cars in a geofenced area without a safety driver as Waymo launches its 50th city.  I'm sure everybody will be choosing the Tesla taxis based on *checks notes* the cars \"looking cooler\", cause that's totally a thing /s\n\nBack to Ford, this 20 billion write-down in the same year that Trump cost them over 3 billion in tariffs, that's a big L on the balance sheet - somebody should answer for this.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04840986740665776, "ret_signed_m1d": -0.04840986740665776, "alpha_spy_m1d": -0.037283820511342824, "alpha_c_m1d": -0.03671051366539024, "bench_spy_m1d": 0.011126046895314934, "bench_c_m1d": 0.011699353741267515, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.034477560704677446, "ret_signed_p1d": -0.034477560704677446, "alpha_spy_p1d": -0.02692622812706258, "alpha_c_p1d": -0.019376326723068438, "bench_spy_p1d": 0.0075513325776148665, "bench_c_p1d": 0.015101233981609008, "ret_p1w": 0.03882203431010134, "ret_signed_p1w": -0.03882203431010134, "alpha_spy_p1w": -0.007514302331027123, "alpha_c_p1w": -0.01963059943419676, "bench_spy_p1w": 0.031307731979074216, "bench_c_p1w": 0.01919143487590458, "ret_p1m": -0.061400509013808, "ret_signed_p1m": 0.061400509013808, "alpha_spy_p1m": 0.09548673569439681, "alpha_c_p1m": 0.08150646336245015, "bench_spy_p1m": 0.034086226680588805, "bench_c_p1m": 0.020105954348642152, "ret_p3m": -0.15344778219517563, "ret_signed_p3m": 0.15344778219517563, "alpha_spy_p3m": 0.15286238844130784, "alpha_c_p3m": 0.08625859774011269, "bench_spy_p3m": -0.0005853937538677911, "bench_c_p3m": -0.06718918445506294, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.061400509013808, "alpha_spy_stated": 0.09548673569439681, "alpha_c_stated": 0.08150646336245015, "price_path": [-0.0882, -0.0707, -0.0886, -0.0524, -0.0939, -0.0575, -0.0515, -0.0482, -0.0167, -0.0669, -0.0801, -0.03, -0.0731, -0.0611, -0.0679, -0.1151, -0.0671, -0.0814, -0.0687, -0.0824, -0.0598, -0.0424, -0.0528, -0.0605, -0.0391, -0.0718, -0.0318, -0.0144, -0.0123, -0.0581, -0.0229, 0.0024, -0.0492, -0.0111, -0.0457, -0.0808, -0.0471, -0.0592, -0.0785, -0.1397, -0.1346, -0.1249, -0.1413, -0.1354, -0.1542, -0.163, -0.1059, -0.1024, -0.0871, -0.0871, -0.0794, -0.0794, -0.0814, -0.0439, -0.0272, -0.0262, -0.0592, -0.0473, -0.0338, -0.0436, -0.0178, 0.0172, 0.0484, 0.0, 0.0345, 0.0298, 0.0459, 0.0392, 0.0388, 0.0388, 0.017, -0.0163, -0.0275, -0.0375, -0.0375, -0.0625, -0.0334, -0.0734, -0.0767, -0.0673, -0.0476, -0.0392, -0.0429, -0.0601, -0.0614, -0.0637, -0.0637, -0.1027, -0.0767, -0.0383, -0.039, -0.0686, -0.0778, -0.0766, -0.1085, -0.0789, -0.0973, -0.0969, -0.1311, -0.1499, -0.1202, -0.1069, -0.09, -0.0834, -0.1074, -0.1066, -0.1066, -0.1212, -0.1197, -0.1189, -0.1186, -0.1443, -0.1239, -0.1067, -0.1256, -0.1386, -0.1368, -0.1601, -0.1312, -0.1321, -0.1509, -0.1468, -0.1456, -0.1272, -0.1546, -0.1628, -0.1534, -0.1455, -0.1594, -0.1861, -0.2125, -0.1849, -0.1803, -0.174, -0.2036, -0.2256, -0.2397, -0.2044, -0.1841, -0.2283, -0.2283, -0.2449, -0.2581, -0.2654, -0.2603, -0.2532, -0.2458, -0.2206, -0.1612, -0.1677, -0.1426, -0.16, -0.173, -0.1707, -0.2002, -0.1947, -0.1896, -0.1953, -0.2022, -0.1833, -0.1636, -0.16, -0.1667, -0.1467, -0.1187, -0.0833, -0.0476, -0.0724, -0.0471, -0.0513, -0.0963, -0.1226, -0.1351, -0.107, -0.1057, -0.0883, -0.0883, -0.0721, -0.0576, -0.0538, -0.0674, -0.11, -0.0931, -0.0932, -0.1045, -0.1632, -0.1248, -0.1511, -0.1833, null]}
{"unit_id": "orig:1990525352897364450", "ticker_idx": 0, "ts": "2025-11-17T21:00:00+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSTR's $BTC holdings are now worth less than $MSTR's debt, meaning the company is functionally bankrupt", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSTR functionally bankrupt as BTC holdings now worth less than its debt; implied bearish on both MSTR and BTC.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "I've already talked at length about the scam that is Michael Saylor and $MSTR.  But for those who aren't aware, $MSTR's $BTC holdings are now worth less than $MSTR's debt, meaning the company is functionally bankrupt.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05502903633886469, "ret_signed_m1d": 0.05502903633886469, "alpha_spy_m1d": 0.0634976114223188, "alpha_c_m1d": 0.0634976114223188, "bench_spy_m1d": 0.00846857508345411, "bench_c_m1d": 0.00846857508345411, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09816248913051095, "ret_signed_p1d": 0.09816248913051095, "alpha_spy_p1d": 0.10202568891409813, "alpha_c_p1d": 0.10202568891409813, "bench_spy_p1d": 0.003863199783587179, "bench_c_p1d": 0.003863199783587179, "ret_p1w": -0.1673597683733563, "ret_signed_p1w": 0.1673597683733563, "alpha_spy_p1w": 0.18999328533956672, "alpha_c_p1w": 0.18999328533956672, "bench_spy_p1w": 0.02263351696621041, "bench_c_p1w": 0.02263351696621041, "ret_p1m": -0.22446807293966686, "ret_signed_p1m": 0.22446807293966686, "alpha_spy_p1m": 0.24161743267030755, "alpha_c_p1m": 0.24161743267030755, "bench_spy_p1m": 0.01714935973064069, "bench_c_p1m": 0.01714935973064069, "ret_p3m": -0.35261120451093475, "ret_signed_p3m": 0.35261120451093475, "alpha_spy_p3m": 0.3884923824060632, "alpha_c_p3m": 0.3884923824060632, "bench_spy_p3m": 0.03588117789512846, "bench_c_p3m": 0.03588117789512846, "ret_p6m": -0.1391199412374302, "ret_signed_p6m": 0.1391199412374302, "alpha_spy_p6m": 0.2700989945168166, "alpha_c_p6m": 0.2700989945168166, "bench_spy_p6m": 0.13097905327938641, "bench_c_p6m": 0.13097905327938641, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.22446807293966686, "alpha_spy_stated": 0.24161743267030755, "alpha_c_stated": 0.24161743267030755, "price_path": [0.6324, 0.7318, 0.6596, 0.699, 0.6541, 0.6385, 0.6171, 0.6171, 0.6519, 0.597, 0.5841, 0.6241, 0.5953, 0.5886, 0.5786, 0.5765, 0.6027, 0.5851, 0.6204, 0.5943, 0.6882, 0.6671, 0.6244, 0.585, 0.5634, 0.4541, 0.4945, 0.5784, 0.5581, 0.6364, 0.7037, 0.7003, 0.7393, 0.588, 0.5996, 0.5488, 0.4738, 0.5255, 0.4539, 0.435, 0.3725, 0.4017, 0.4343, 0.4599, 0.3579, 0.3778, 0.3979, 0.4295, 0.3764, 0.3315, 0.231, 0.3032, 0.2798, 0.1943, 0.2331, 0.147, 0.1699, 0.1551, 0.1187, 0.0861, 0.0084, -0.0341, -0.055, 0.0, -0.0982, -0.1435, -0.1755, -0.1342, -0.1674, -0.1507, -0.1507, -0.1432, -0.1711, -0.1232, -0.089, -0.1005, -0.1345, -0.1118, -0.0861, -0.1072, -0.1136, -0.1468, -0.2162, -0.19, -0.2245, -0.2348, -0.203, -0.2054, -0.2366, -0.2325, -0.2325, -0.2321, -0.2486, -0.2475, -0.2652, -0.2652, -0.24, -0.2035, -0.2361, -0.2175, -0.1926, -0.2392, -0.2155, -0.1635, -0.1328, -0.1735, -0.16, -0.16, -0.2252, -0.2079, -0.2216, -0.2113, -0.2235, -0.2187, -0.2338, -0.3076, -0.2761, -0.3248, -0.3556, -0.3758, -0.4826, -0.3475, -0.3306, -0.3569, -0.3904, -0.4052, -0.3526, -0.3526, -0.3778, -0.3946, -0.374, -0.3663, -0.4018, -0.3974, -0.3441, -0.3549, -0.3738, -0.3344, -0.3584, -0.2919, -0.3239, -0.3543, -0.3281, -0.3305, -0.3311, -0.3359, -0.3246, -0.2867, -0.2733, -0.3203, -0.3315, -0.344, -0.3317, -0.3412, -0.3272, -0.3572, -0.3906, -0.4128, -0.3965, -0.4063, -0.4206, -0.4206, -0.3825, -0.4017, -0.3796, -0.3769, -0.3779, -0.36, -0.3355, -0.3059, -0.2798, -0.1948, -0.174, -0.2071, -0.1327, -0.166, -0.173, -0.1818, -0.1987, -0.2351, -0.2, -0.1433, -0.1112, -0.0962, -0.0966, -0.1304, -0.0929, -0.0525, -0.1082, -0.1391]}
{"unit_id": "quote:1997064303728644260", "ticker_idx": 0, "ts": "2025-12-05T22:03:28+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Netflix itself is an incredibly strong brand and almost always one of the best performers on the market. Meaning that it's entirely probable by the time this deal closes that the value of the $NFLX equity provided in this deal would make the sum total of the deal to Netflix well in excess of $30 per share", "tweet_type": "analysis", "timeline": "months", "summary": "Bullish NFLX: strong brand, healthy balance sheet, and NFLX equity in the WBD deal likely appreciates well past $30/share by close.", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "quote", "lang": "en", "tweet_text": "Time for a lesson in economics!  It's so rare I get to do these these days with how upside down everything is.\n\n$NFLX is paying $27.50 for $WBD.  $PSKY was offering $30.  Warner is taking Netflix's lower offer.  People who don't understand economics are crying foul at this, stating Warner is taking the lesser offer to create a \"woke monopoly\" (whatever the hell that means anymore).\n\nBut shareholder value isn't measured in purely the premium paid on an equity to acquire the assets.  It's measured in future returns and the health of the company.\n\nFirst, let's look at the size of the 2 companies.  Paramount Skydance (\"Skydance\") has a market cap of 14.75 billion dollars.  Remember this number, it becomes important in a second.  Netflix has a market cap of 425 billion, making $NFLX approximately 29 times bigger than Paramount.\n\nNetflix has an amazing balance sheet with only 14 billion in debt on the books in spite of its MUCH larger size relative to Skydance - which has about 15 billion in debt on its books.  Remember that Skydance's market cap is only 14.75 billion, so they actually owe more in debt than the company is worth.  So right out of the gate, Netflix is, by far, the healthier company.  \n\nIf WBD had accepted Skydance's bid of $30 per share, all cash, Skydance's debt would have ballooned to almost 90 billion dollars thanks in large part to its acquisition of Paramount (and a bribe to Trump, don't forget that) just a couple of months ago.  The combined worth of Skydance and Warner would only be about 75 billion.  Meaning it would be even more underwater.\n\nSo if Warner's goal is to merge with an entity that can protect the Warner brand and the IP it holds rather than sell it off for parts to try and stay afloat, the Skydance offer needed to be dismissed out of hand.\n\nThen we look under the hood.  Again, Skydance was offering $30 all cash (financed by a ton more debt).  $NFLX's offer was a combination of cash ($23.50 a share) and about $4.15 in $NFLX equity, collared to a current depressed share price driven by the recent split of $NFLX shares.  Netflix itself is an incredibly strong brand and almost always one of the best performers on the market.  Meaning that it's entirely probable by the time this deal closes that the value of the $NFLX equity provided in this deal would make the sum total of the deal to Netflix well in excess of $30 per share like Skydance is offering (with no guarantee Skydance would even be able to raise the capital to complete the purchase)\n\nWhich brings us to the most important parts:\n\n1)  We already saw this after Skydance acquired Paramount - the first thing they did was implement thousands of layoffs in an effort to trim 3 billion dollars of expenses off the books, because Skydance couldn't afford to keep Paramount fully operational.  If Skydance were to buy Warner, you could expect an exacerbated repeat of that.  Meaning Warner jobs would be heavily on the chopping block.  And\n\n2)  Skydance at that point would be leveraged to the hilt as a result of these 2 studio acquisitions...so where, exactly, are they going to get the capital in order to fund theatrical ventures that these days can run a quarter of a billion dollars?  You think Skydance is going to have the money to create a series of DC superhero movies (the most expensive of all because of all the CGI)?  NOT A CHANCE!  Skydance would have to drastically reduce its portfolio offerings and very likely sell some of the brand IP under the Warner logo just to make ends meet.  In effect, a corporate raidership job where they sold the most valuable assets for parts and then pocketed the money as they saddled $PSKY with an ever growing debt load they'd never be able to repay.  Absolutely ZERO shareholder value in the Skydance offer.\n\nMeanwhile, $NFLX doesn't actually have a lot of its own IP, but certainly has the capital necessary to make a splash in that space.  Further, taking the Netflix offer over Skydance's maintains competition in the space.  Since Skydance already has an enormous amount of studio IP, consolidation of that would be bad for the consumer.  In Netflix's case, that competition is maintained because Netflix is essentially entering into a competitive space it didn't exist in previously.  The number of competitors in the space remains at 3 - Paramount, Warner, and MGM (which Amazon recently acquired).  The Skydance offer is actually the one that drives monopolistic practice, not prevents it.\n\nBack in my VC days, it was incredibly routine for the offer we'd put in for a series/seed round of a startup to not be the most lucrative on paper, but was almost always the best offer for the company in question - because there was more to the offer than simply the check that was being written; it was the support, infrastructure, expertise and guidance that we could offer over the higher dollar offer by a competing firm.  Smart companies almost always took our lower bids over more cash upfront because they knew we were better equipped to guide them through the turbulent waters of growth and see to it that they achieved more value on the other end.  I sometimes talk about a farm tech company that my firm was bidding against JD Vance's firm back in the day.  JD's firm offered more money upfront, but had no support infrastructure.  The company in question ended up taking the offer from Vance's firm over ours, and proceeded to waste away into oblivion because all they got was the cash - they couldn't succeed operationally.  Meanwhile, we went out and found another startup in the same space, and successfully guided it to a healthy offering.  To this day, it's in a much more robust and successful space.  Thankfully for that company, the leaders of the org saw the value beyond just the size of the check.  My history is littered with those stories.\n\nSo, dear reader, the TL:DR if you made it this far: Netflix offers fewer job cuts, more growth of the Warner studio, less risk to investors, higher growth potential, stability, and maintains competition that is beneficial to consumers.  Judging offers purely by number is a remedial viewpoint for those who don't understand structure of economy. Using organizational economic foundations, it's demonstrably true that $27.50 is more than $30.\n\nCongratulations to Netflix on the acquisition, and congratulations to the board, employees, and shareholders of Warner Discovery (of which I am one) on making the right choice.", "reply_text": null, "parent_text": null, "quoted_text": "SCOOP: As reported @paramountco @Skydance is now looking to launch a hostile bid for @wbd because it feels its $30 a share all cash offer is actually higher than what @netflix offered in terms of cash, stock and the value of the spinoff of the cable business--sources. story", "parent_author": null, "ret_m1d": 0.03564414625073864, "ret_signed_m1d": 0.03564414625073864, "alpha_spy_m1d": 0.03263081585531258, "alpha_c_m1d": 0.028160925756054667, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": 0.007483220494683973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0008265505764847303, "ret_signed_p1d": -0.0008265505764847303, "alpha_spy_p1d": 3.659439047687396e-05, "alpha_c_p1d": -0.0019447109338891488, "bench_spy_p1d": -0.0008631449669616043, "bench_c_p1d": 0.0011181603574044185, "ret_p1w": -0.03120161425658652, "ret_signed_p1w": -0.03120161425658652, "alpha_spy_p1w": -0.02695951668412222, "alpha_c_p1w": -0.03386796108403933, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": 0.0026663468274528146, "ret_p1m": -0.06343629849747667, "ret_signed_p1m": -0.06343629849747667, "alpha_spy_p1m": -0.07839206063436965, "alpha_c_p1m": -0.07590698971805543, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": 0.012470691220578756, "ret_p3m": 0.024589288468910064, "ret_signed_p3m": 0.024589288468910064, "alpha_spy_p3m": 0.02503805561182837, "alpha_c_p3m": 0.0025401304938541536, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": 0.02204915797505591, "ret_p6m": -0.13906394211339823, "ret_signed_p6m": -0.13906394211339823, "alpha_spy_p6m": -0.2564739253775624, "alpha_c_p6m": -0.12221598002174228, "bench_spy_p6m": 0.11740998326416419, "bench_c_p6m": -0.016847962091655955, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06343629849747667, "alpha_spy_stated": -0.07839206063436965, "alpha_c_stated": -0.07590698971805543, "price_path": [0.2891, 0.2434, 0.2279, 0.2421, 0.2403, 0.2692, 0.2478, 0.2677, 0.2681, 0.2589, 0.2439, 0.2483, 0.2508, 0.2464, 0.2387, 0.2097, 0.2011, 0.1916, 0.2019, 0.2306, 0.2545, 0.2719, 0.2605, 0.2595, 0.2557, 0.2432, 0.2228, 0.2391, 0.2796, 0.2825, 0.1534, 0.1505, 0.131, 0.1309, 0.1391, 0.1369, 0.1251, 0.156, 0.1366, 0.1292, 0.1349, 0.1334, 0.1403, 0.1572, 0.1741, 0.1959, 0.1925, 0.1491, 0.1395, 0.1787, 0.1365, 0.0917, 0.0777, 0.1052, 0.0786, 0.0966, 0.0966, 0.1115, 0.1275, 0.1298, 0.0741, 0.0664, 0.0356, 0.0, -0.0008, -0.0422, -0.0279, -0.0165, -0.0312, -0.0229, -0.0207, -0.0288, -0.0248, -0.0368, -0.034, -0.0325, -0.0325, -0.024, -0.0273, -0.0311, -0.0313, -0.0313, -0.0599, -0.0551, -0.0634, -0.0626, -0.0647, -0.0757, -0.0762, -0.0668, -0.0851, -0.0903, -0.0908, -0.0908, -0.0985, -0.1181, -0.1369, -0.1102, -0.1146, -0.1158, -0.1255, -0.1408, -0.1374, -0.145, -0.1741, -0.1718, -0.1645, -0.1507, -0.1583, -0.1506, -0.1774, -0.2162, -0.2058, -0.2058, -0.2045, -0.1942, -0.2045, -0.1872, -0.2146, -0.1937, -0.1456, -0.126, -0.0057, 0.0031, 0.0094, 0.0193, 0.0246, 0.023, 0.0158, 0.0015, -0.0196, -0.0256, -0.0153, -0.0164, -0.0251, -0.0216, -0.0522, -0.0513, -0.0352, -0.0606, -0.0466, -0.0359, -0.0347, -0.0395, -0.0066, -0.0128, 0.0193, 0.0193, 0.0221, 0.021, 0.0269, 0.0543, 0.0643, 0.0658, 0.098, 0.1128, 0.1136, 0.0054, -0.0203, -0.0435, -0.0367, -0.041, -0.0449, -0.056, -0.0467, -0.0482, -0.0329, -0.0489, -0.0596, -0.092, -0.088, -0.0882, -0.0961, -0.1172, -0.0943, -0.0954, -0.1018, -0.1009, -0.0738, -0.0771, -0.0899, -0.0774, -0.0846, -0.0846, -0.0941, -0.0975, -0.1078, -0.1113, -0.113, -0.1391]}
{"unit_id": "quote:2006092931040514424", "ticker_idx": 0, "ts": "2025-12-30T20:00:00+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "He's desperate.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish BTC as a fake store of value controlled by bad actors; MSTR is a desperate, cornered proxy with no real business.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "Or, and hear me out, he's just cornered.\n\n$MSTR's entire business model is as a proxy holding for $BTC. The company literally does nothing.  His only option is to tell everybody to buy the thing the company trades in and to deploy capital to show conviction in that asset. He's desperate.\n\nThis, for the record, highlights the biggest problem with $BTC that I keep talking about and why it will never be a \"store of value\" or \"the future of currency\".  It's too centrally controlled by too few individuals. And most of those individuals are terrible people you wouldn't want being able to control the value of your savings.  You really want your wealth being controlled by this con artist who could, at any moment (even now), wipe out 40% of your net worth simply by pushing a market sell button?", "reply_text": null, "parent_text": null, "quoted_text": "Saylor either knows something or he is stupid\n\n- Deploys $2 billion in 14 days\n- Keeps telling us to buy\n- Posts AI slop every day\n- Says he is never selling\n- Remains bullish no matter what\n\nWhat does he know? https://t.co/uhLN7H43dT", "parent_author": null, "ret_m1d": -0.0014137987265613328, "ret_signed_m1d": 0.0014137987265613328, "alpha_spy_m1d": 0.0026363923711411053, "alpha_c_m1d": 0.0026363923711411053, "bench_spy_m1d": 0.0012225936445797725, "bench_c_m1d": 0.0012225936445797725, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.023520362751453527, "ret_signed_p1d": 0.023520362751453527, "alpha_spy_p1d": 0.01611139537806283, "alpha_c_p1d": 0.01611139537806283, "bench_spy_p1d": -0.007408967373390696, "bench_c_p1d": -0.007408967373390696, "ret_p1w": 0.01516612429210773, "ret_signed_p1w": -0.01516612429210773, "alpha_spy_p1w": -0.008179416746413759, "alpha_c_p1w": -0.008179416746413759, "bench_spy_p1w": 0.006986707545693971, "bench_c_p1w": 0.006986707545693971, "ret_p1m": 0.018250731487380323, "ret_signed_p1m": -0.018250731487380323, "alpha_spy_p1m": -0.006009383448714933, "alpha_c_p1m": -0.006009383448714933, "bench_spy_p1m": 0.01224134803866539, "bench_c_p1m": 0.01224134803866539, "ret_p3m": -0.1900906221645947, "ret_signed_p3m": 0.1900906221645947, "alpha_spy_p3m": 0.11558180655530581, "alpha_c_p3m": 0.11558180655530581, "bench_spy_p3m": -0.0745088156092889, "bench_c_p3m": -0.0745088156092889, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.018250731487380323, "alpha_spy_stated": -0.006009383448714933, "alpha_c_stated": -0.006009383448714933, "price_path": [1.2642, 1.2597, 1.3115, 1.1104, 1.1258, 1.0583, 0.9587, 1.0273, 0.9322, 0.9071, 0.824, 0.8628, 0.9061, 0.9402, 0.8046, 0.831, 0.8577, 0.8998, 0.8292, 0.7696, 0.6359, 0.732, 0.7009, 0.5872, 0.6387, 0.5243, 0.5547, 0.5351, 0.4867, 0.4434, 0.3401, 0.2837, 0.2558, 0.329, 0.1985, 0.1383, 0.0957, 0.1506, 0.1065, 0.1287, 0.1287, 0.1386, 0.1016, 0.1653, 0.2107, 0.1954, 0.1502, 0.1805, 0.2145, 0.1866, 0.1779, 0.1339, 0.0416, 0.0764, 0.0307, 0.0169, 0.0592, 0.056, 0.0146, 0.0199, 0.0199, 0.0206, -0.0014, 0.0, -0.0235, -0.0235, 0.01, 0.0585, 0.0152, 0.04, 0.073, 0.0111, 0.0425, 0.1117, 0.1524, 0.0983, 0.1163, 0.1163, 0.0297, 0.0527, 0.0345, 0.0482, 0.0319, 0.0384, 0.0183, -0.0798, -0.0379, -0.1027, -0.1436, -0.1704, -0.3124, -0.1329, -0.1103, -0.1453, -0.1898, -0.2096, -0.1396, -0.1396, -0.1731, -0.1954, -0.1681, -0.1578, -0.205, -0.1992, -0.1283, -0.1427, -0.1678, -0.1154, -0.1474, -0.0589, -0.1015, -0.1419, -0.1071, -0.1102, -0.111, -0.1174, -0.1024, -0.052, -0.0343, -0.0967, -0.1116, -0.1282, -0.1119, -0.1244, -0.1059, -0.1457, -0.1901, -0.2196, -0.198, -0.211, -0.2299, -0.2299, -0.1794, -0.2049, -0.1755, -0.1719, -0.1733, -0.1494, -0.117, -0.0776, -0.0429, 0.0701, 0.0977, 0.0537, 0.1526, 0.1083, 0.099, 0.0873, 0.0649, 0.0166, 0.0632, 0.1386, 0.1812, 0.2011, 0.2006, 0.1557, 0.2055, 0.2592, 0.1851, 0.1441, 0.2015, 0.1402, 0.0708, 0.058, 0.0655, 0.0594, 0.0275, 0.0275, 0.0278, -0.0091, -0.0255, 0.0224, -0.0375, -0.1255, -0.1867, -0.1686, -0.226, -0.1826, -0.248, -0.2587, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1999255695028527589", "ticker_idx": 0, "ts": "2025-12-11T23:11:16+00:00", "symbol": "LULU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I was still 100% sure it was going to be $200 by EOY. Well...you're going to wake up tomorrow morning and it's going to be over 200.", "tweet_type": "prediction", "timeline": "days", "summary": "100% conviction LULU hits $200+ by EOY, with price crossing $200 tomorrow; rolled March calls still in the money.", "resolved_tickers": ["LULU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Apparel Retail'", "bench_c_industry": "Apparel Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "Remember this guy?\n\nNow this trade went a little sideways.  Got an early trim on it, but then it plummeted.  If you attended one of my Open Office spaces over on the @Quinttrades free Discord, you heard me talk about how I rolled these out to March and that I was still 100% sure it was going to be $200 by EOY.\n\nWell...you're going to wake up tomorrow morning and it's going to be over 200.\n\nWhich means you're $15 in the money, with 3 months of time.  People wildly underestimate how important giving every AMEX Plat holder $300 a year in $LULU spend for free is.", "reply_text": null, "parent_text": null, "quoted_text": "$LULU 11/21 185c $8.50", "parent_author": null, "ret_m1d": -0.08762261114751424, "ret_signed_m1d": -0.08762261114751424, "alpha_spy_m1d": -0.09849153241441644, "alpha_c_m1d": -0.0833144253978575, "bench_spy_m1d": 0.010868921266902198, "bench_c_m1d": -0.0043081857496567455, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006439928075174128, "ret_signed_p1d": 0.006439928075174128, "alpha_spy_p1d": 0.007950725958328353, "alpha_c_p1d": -0.0020936888912821416, "bench_spy_p1d": -0.0015107978831542246, "bench_c_p1d": 0.00853361696645627, "ret_p1w": 0.021856836126546986, "ret_signed_p1w": 0.021856836126546986, "alpha_spy_p1w": 0.02062307787905815, "alpha_c_p1w": 0.012329085910696591, "bench_spy_p1w": 0.0012337582474888364, "bench_c_p1w": 0.009527750215850395, "ret_p1m": 0.019856525546132486, "ret_signed_p1m": 0.019856525546132486, "alpha_spy_p1m": -0.0028114750884387085, "alpha_c_p1m": -0.013836690581228162, "bench_spy_p1m": 0.022668000634571195, "bench_c_p1m": 0.03369321612736065, "ret_p3m": -0.20578625010180218, "ret_signed_p3m": -0.20578625010180218, "alpha_spy_p3m": -0.20075298823875254, "alpha_c_p3m": -0.15331073773288706, "bench_spy_p3m": -0.005033261863049643, "bench_c_p3m": -0.05247551236891512, "ret_p6m": -0.4265014277616904, "ret_signed_p6m": -0.4265014277616904, "alpha_spy_p6m": -0.5169571647150323, "alpha_c_p6m": -0.38632695785238724, "bench_spy_p6m": 0.09045573695334186, "bench_c_p6m": -0.04017446990930318, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.021856836126546986, "alpha_spy_stated": 0.02062307787905815, "alpha_c_stated": 0.012329085910696591, "price_path": [-0.208, -0.2024, -0.1718, -0.1725, -0.154, -0.1544, -0.1256, -0.1608, -0.1399, -0.1262, -0.1319, -0.1337, -0.1306, -0.1433, -0.1505, -0.1551, -0.1471, -0.1536, -0.1828, -0.1713, -0.1749, -0.1848, -0.1969, -0.1832, -0.1588, -0.115, -0.1302, -0.1264, -0.1308, -0.115, -0.1219, -0.1691, -0.1803, -0.168, -0.1927, -0.2162, -0.1824, -0.2021, -0.1895, -0.1689, -0.1715, -0.1662, -0.1723, -0.1673, -0.1991, -0.2, -0.1898, -0.1965, -0.1795, -0.1722, -0.134, -0.1124, -0.1124, -0.1014, -0.1101, -0.1101, -0.1106, -0.1043, -0.073, -0.107, -0.1107, -0.0846, -0.0876, 0.0, 0.0064, 0.0086, 0.0141, 0.0495, 0.0219, 0.0361, 0.0376, 0.0265, 0.0265, 0.0195, 0.0369, 0.0278, 0.0139, 0.0139, 0.0285, 0.0362, 0.0532, 0.0329, 0.0351, -0.0052, 0.0199, 0.0338, -0.0089, 0.0002, -0.0151, -0.0151, -0.0791, -0.0738, -0.0503, -0.0678, -0.0594, -0.0906, -0.1201, -0.1582, -0.1487, -0.1263, -0.163, -0.1316, -0.1702, -0.1567, -0.1429, -0.1188, -0.142, -0.1729, -0.1393, -0.1393, -0.1329, -0.1114, -0.1078, -0.0862, -0.131, -0.1243, -0.1094, -0.0921, -0.0966, -0.1405, -0.1498, -0.1549, -0.1551, -0.17, -0.1718, -0.188, -0.2058, -0.2282, -0.2302, -0.2198, -0.223, -0.1931, -0.1922, -0.2056, -0.198, -0.2148, -0.2256, -0.2614, -0.2884, -0.2885, -0.2531, -0.2252, -0.2403, -0.2403, -0.238, -0.2503, -0.225, -0.1876, -0.2006, -0.2069, -0.2165, -0.206, -0.2052, -0.1839, -0.1862, -0.1867, -0.2026, -0.3089, -0.2984, -0.2831, -0.3053, -0.326, -0.3282, -0.3483, -0.3707, -0.3647, -0.3558, -0.3482, -0.36, -0.3836, -0.3895, -0.4086, -0.4094, -0.4187, -0.4133, -0.4184, -0.3892, -0.3816, -0.3795, -0.3795, -0.3787, -0.3607, -0.3593, -0.36, -0.3556, -0.383, -0.3851, -0.3905, -0.4427, -0.4265]}
{"unit_id": "orig:2009272193914388753", "ticker_idx": 0, "ts": "2026-01-08T14:33:16+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "trimming the FEBRUARY and part of the March puts once it hits the $420 mental level", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds live short via Feb/Mar puts; plans to trim at $420, implying TSLA will fall to that level.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "For my fellow EOY $TSLA bears:  Will be trimming the FEBRUARY and part of the March puts once it hits the $420 mental level", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.010073392046410223, "ret_signed_m1d": 0.010073392046410223, "alpha_spy_m1d": 0.010174935038328226, "alpha_c_m1d": -0.006360021080095257, "bench_spy_m1d": 0.0001015429919180022, "bench_c_m1d": -0.01643341312650548, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02113359850994656, "ret_signed_p1d": -0.02113359850994656, "alpha_spy_p1d": -0.014520256115853947, "alpha_c_p1d": -0.009011877539766067, "bench_spy_p1d": 0.006613342394092614, "bench_c_p1d": 0.012121720970180494, "ret_p1w": 0.006356171658650656, "ret_signed_p1w": -0.006356171658650656, "alpha_spy_p1w": -0.0023968825874103317, "alpha_c_p1w": -0.008145951788969152, "bench_spy_p1w": 0.003959289071240324, "bench_c_p1w": -0.0017897801303184968, "ret_p1m": -0.05665443582604113, "ret_signed_p1m": 0.05665443582604113, "alpha_spy_p1m": 0.05826421178882668, "alpha_c_p1m": 0.016547016678043147, "bench_spy_p1m": 0.0016097759627855535, "bench_c_p1m": -0.04010741914799798, "ret_p3m": -0.20456630654803043, "ret_signed_p3m": 0.20456630654803043, "alpha_spy_p3m": 0.16324754001844677, "alpha_c_p3m": 0.08307663083917416, "bench_spy_p3m": -0.04131876652958366, "bench_c_p3m": -0.12148967570885627, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05665443582604113, "alpha_spy_stated": 0.05826421178882668, "alpha_c_stated": 0.016547016678043147, "price_path": [0.0002, -0.0151, -0.0015, -0.0162, 0.0081, 0.0267, 0.0156, 0.0073, 0.0302, -0.0048, 0.0381, 0.0568, 0.059, 0.0099, 0.0476, 0.0747, 0.0194, 0.0603, 0.0232, -0.0144, 0.0216, 0.0088, -0.0119, -0.0776, -0.0722, -0.0617, -0.0793, -0.073, -0.0931, -0.1026, -0.0413, -0.0376, -0.0212, -0.0212, -0.0129, -0.013, -0.0151, 0.0251, 0.043, 0.0441, 0.0087, 0.0215, 0.0359, 0.0254, 0.0531, 0.0907, 0.1241, 0.0722, 0.1092, 0.1042, 0.1215, 0.1142, 0.1138, 0.1138, 0.0904, 0.0547, 0.0427, 0.0319, 0.0319, 0.0052, 0.0364, -0.0065, -0.0101, 0.0, 0.0211, 0.0302, 0.0262, 0.0078, 0.0064, 0.0039, 0.0039, -0.038, -0.01, 0.0311, 0.0304, -0.0014, -0.0112, -0.01, -0.0441, -0.0124, -0.0321, -0.0318, -0.0684, -0.0885, -0.0567, -0.0424, -0.0243, -0.0173, -0.043, -0.0421, -0.0421, -0.0578, -0.0562, -0.0553, -0.055, -0.0825, -0.0606, -0.0422, -0.0625, -0.0764, -0.0745, -0.0995, -0.0685, -0.0694, -0.0897, -0.0852, -0.0839, -0.0642, -0.0936, -0.1023, -0.0923, -0.0838, -0.0987, -0.1274, -0.1557, -0.1261, -0.1211, -0.1144, -0.1461, -0.1697, -0.1848, -0.147, -0.1251, -0.1726, -0.1726, -0.1904, -0.2046, -0.2124, -0.2069, -0.1993, -0.1913, -0.1643, -0.1006, -0.1076, -0.0807, -0.0994, -0.1133, -0.1108, -0.1425, -0.1365, -0.1311, -0.1372, -0.1446, -0.1243, -0.1032, -0.0993, -0.1065, -0.0851, -0.0551, -0.0171, 0.0211, -0.0054, 0.0217, 0.0172, -0.0311, -0.0592, -0.0727, -0.0425, -0.0412, -0.0225, -0.0225, -0.0051, 0.0105, 0.0145, -0.0, -0.0457, -0.0277, -0.0278, -0.0398, -0.1028, -0.0616, -0.0898, -0.1244, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1990516967447670803", "ticker_idx": 0, "ts": "2025-11-17T20:26:41+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "not because it's not going lower from here because it is", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Still bearish BTC from current ~$119K levels; covered some shorts for profit but expects further downside.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "\"He's bearish on Bitcoin by EOY, HAHAHAHAHAHAHA. He's so dumb\"\n\n-The idiots, when BTC was at $119,000\n\nCovered some shorts today, btw - not because it's not going lower from here because it is, but rather solid works deserve payouts. https://t.co/RWh6Ky11j0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.025017017282636944, "ret_signed_m1d": -0.025017017282636944, "alpha_spy_m1d": -0.01561287947675627, "alpha_c_m1d": null, "bench_spy_m1d": 0.009404137805880675, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.009284005043766586, "ret_signed_p1d": -0.009284005043766586, "alpha_spy_p1d": -0.017681465601973145, "alpha_c_p1d": null, "bench_spy_p1d": -0.00839746055820656, "bench_c_p1d": null, "ret_p1w": -0.04151538308057945, "ret_signed_p1w": 0.04151538308057945, "alpha_spy_p1w": 0.0461122382123742, "alpha_c_p1w": null, "bench_spy_p1w": 0.004596855131794753, "bench_c_p1w": null, "ret_p1m": -0.04614737543620573, "ret_signed_p1m": 0.04614737543620573, "alpha_spy_p1m": 0.06597708219869414, "alpha_c_p1m": null, "bench_spy_p1m": 0.019829706762488408, "bench_c_p1m": null, "ret_p3m": -0.28093107440641407, "ret_signed_p3m": 0.28093107440641407, "alpha_spy_p3m": 0.3073903552938023, "alpha_c_p3m": null, "bench_spy_p3m": 0.026459280887388248, "bench_c_p3m": null, "ret_p6m": -0.12613632353400261, "ret_signed_p6m": 0.12613632353400261, "alpha_spy_p6m": 0.24137841479648314, "alpha_c_p6m": null, "bench_spy_p6m": 0.11524209126248053, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04614737543620573, "alpha_spy_stated": 0.06597708219869414, "alpha_c_stated": null, "price_path": [0.2409, 0.2207, 0.2691, 0.1958, 0.214, 0.2077, 0.2221, 0.1772, 0.1863, 0.2075, 0.2131, 0.2023, 0.2015, 0.2169, 0.2111, 0.2374, 0.2542, 0.2607, 0.2536, 0.2687, 0.2647, 0.2719, 0.2562, 0.2243, 0.2163, 0.2306, 0.1841, 0.1913, 0.2422, 0.2385, 0.2883, 0.3104, 0.3276, 0.3546, 0.3188, 0.3394, 0.3215, 0.2293, 0.2517, 0.2283, 0.2029, 0.1747, 0.1561, 0.2008, 0.1779, 0.1693, 0.1952, 0.2057, 0.2392, 0.2265, 0.195, 0.176, 0.1896, 0.1569, 0.1031, 0.1281, 0.1, 0.1225, 0.151, 0.1184, 0.1039, 0.0826, 0.025, 0.0, 0.0093, -0.0068, -0.0593, -0.076, -0.0415, -0.0516, -0.0171, -0.0088, -0.0128, -0.0627, -0.0081, 0.0156, 0.0005, -0.0294, -0.0158, 0.0065, -0.0008, 0.0045, -0.0198, -0.0616, -0.0461, -0.0646, -0.072, -0.0433, -0.0391, -0.0508, -0.0487, -0.0528, -0.052, -0.0538, -0.0398, -0.0498, -0.0365, -0.0233, 0.0194, 0.0178, -0.0085, -0.0116, -0.0172, -0.0098, 0.0351, 0.0525, 0.0375, 0.0373, 0.005, -0.0411, -0.0295, -0.0286, -0.0281, -0.0416, -0.0325, -0.0316, -0.0818, -0.0865, -0.1456, -0.1787, -0.2071, -0.3192, -0.2339, -0.2386, -0.253, -0.2726, -0.2809, -0.2523, -0.2525, -0.2671, -0.2787, -0.2729, -0.2616, -0.2984, -0.3042, -0.2621, -0.2676, -0.2846, -0.2532, -0.2584, -0.2105, -0.2308, -0.2601, -0.2573, -0.2407, -0.2377, -0.2345, -0.2294, -0.1871, -0.1973, -0.2264, -0.2409, -0.2342, -0.23, -0.2343, -0.2257, -0.253, -0.2797, -0.2758, -0.2591, -0.2608, -0.2737, -0.2732, -0.2523, -0.2188, -0.2277, -0.2207, -0.2076, -0.1912, -0.1945, -0.1877, -0.184, -0.1625, -0.1761, -0.1709, -0.1508, -0.1501, -0.159, -0.1599, -0.1709, -0.1772, -0.1715, -0.1511, -0.1332, -0.1213, -0.1158, -0.1312, -0.1293, -0.1126, -0.1261]}
{"unit_id": "quote:2006062734144938341", "ticker_idx": 0, "ts": "2025-12-30T18:00:01+00:00", "symbol": "AXP", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm still long $AXP in the card sector because they've shown to be incredibly resilient in their member base's default rates not rising the same way $V and $MA have been", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Long AXP on resilient member default rates vs rising defaults at V and MA.", "resolved_tickers": ["AXP"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "quote", "lang": "en", "tweet_text": "This has apparently become a big problem for most credit cards - it came up as a topic of conversation this holiday season from multiple extended family members.  Clan Bonk seems to mostly be an $AXP contingent (myself included) with a smattering of Cap One ppl, and multiple ppl were complaining that this year they were having immense difficulty getting into Centurion lounges, Delta lounges, etc. and questioning why they were paying $900 a year in AF.\n\nI think these CC companies are in a tough position - loyalty programs (hotels, airlines) keep getting watered down to where status granted by cards don't result in any benefits, providing cardholder value to negate those fees has become more nebulous, and the QoL perks these cards offer for things like executive lounges innately become harder to leverage with user base growth.\n\nThe upcoming economic downturn will whittle down the user base some, but the K-shaped nature of the economy overall isn't likely to significantly shift those of us in the upper band.  For most people, taking a good hard look at the amount of \"super premium\" cards in your wallet is probably just good business.  If you've got more than 2 of them, you're probably struggling to get value overall just because of the overlap in benefits (you only need 1 for Global Entry fees, 1 for Clear if you fly commercial, etc.).\n\nThat said, I'm still long $AXP in the card sector because they've shown to be incredibly resilient in their member base's default rates not rising the same way $V and $MA have been.", "reply_text": null, "parent_text": null, "quoted_text": "I pay $795/year for a @Chase Sapphire Reserve card and they won’t let us into the half empty Sapphire Lounge at BOS earlier than 3 hours before our flight (6 hour unplanned layover) for no reasons other than “thems the rules, sorry.” Finally a great reason to cancel.", "parent_author": null, "ret_m1d": 0.0051687591395381816, "ret_signed_m1d": 0.0051687591395381816, "alpha_spy_m1d": 0.003946165494958409, "alpha_c_m1d": 0.0026315713023079557, "bench_spy_m1d": 0.0012225936445797725, "bench_c_m1d": 0.002537187837230226, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0092129175098844, "ret_signed_p1d": -0.0092129175098844, "alpha_spy_p1d": -0.0018039501364937038, "alpha_c_p1d": -0.0017827157119714165, "bench_spy_p1d": -0.007408967373390696, "bench_c_p1d": -0.007430201797912983, "ret_p1w": 0.029518756986641748, "ret_signed_p1w": 0.029518756986641748, "alpha_spy_p1w": 0.022532049440947777, "alpha_c_p1w": 0.0074092353576939995, "bench_spy_p1w": 0.006986707545693971, "bench_c_p1w": 0.022109521628947748, "ret_p1m": -0.04179815495134942, "ret_signed_p1m": -0.04179815495134942, "alpha_spy_p1m": -0.05403950299001481, "alpha_c_p1m": -0.0021098886373073222, "bench_spy_p1m": 0.01224134803866539, "bench_c_p1m": -0.0396882663140421, "ret_p3m": -0.21551396868209538, "ret_signed_p3m": -0.21551396868209538, "alpha_spy_p3m": -0.14100515307280648, "alpha_c_p3m": -0.08640492721002191, "bench_spy_p3m": -0.0745088156092889, "bench_c_p3m": -0.12910904147207347, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04179815495134942, "alpha_spy_stated": -0.05403950299001481, "alpha_c_stated": -0.0021098886373073222, "price_path": [-0.1172, -0.1178, -0.1131, -0.1239, -0.1349, -0.1333, -0.153, -0.1346, -0.1086, -0.1144, -0.1346, -0.0717, -0.064, -0.0487, -0.0573, -0.0494, -0.0424, -0.0314, -0.0331, -0.0406, -0.0389, -0.0339, -0.0315, -0.0345, -0.0203, -0.0205, -0.013, -0.0148, -0.0087, -0.0017, -0.0232, -0.0434, -0.0861, -0.0877, -0.077, -0.0792, -0.0549, -0.0468, -0.0288, -0.0252, -0.0252, -0.0217, -0.035, -0.034, -0.0141, -0.006, -0.0081, -0.0298, -0.0254, 0.0058, 0.0308, 0.0246, 0.0246, 0.0197, 0.0059, 0.0057, 0.0084, 0.02, 0.0236, 0.026, 0.026, 0.0205, 0.0052, 0.0, -0.0092, -0.0092, 0.0004, 0.0194, 0.0295, 0.0152, 0.028, 0.0082, -0.0348, -0.0391, -0.0384, -0.0408, -0.0209, -0.0209, -0.0547, -0.0348, -0.0122, -0.0292, -0.025, -0.0352, -0.0418, -0.0377, -0.0547, -0.053, -0.0616, -0.0507, -0.0482, -0.036, -0.0346, -0.0251, -0.0498, -0.0797, -0.0941, -0.0941, -0.0752, -0.0707, -0.0803, -0.0708, -0.1378, -0.1398, -0.1221, -0.1, -0.1709, -0.1748, -0.1738, -0.1647, -0.1754, -0.1921, -0.1803, -0.1863, -0.1787, -0.1897, -0.1949, -0.1996, -0.194, -0.2098, -0.2084, -0.2068, -0.1896, -0.1894, -0.1941, -0.1964, -0.2155, -0.2015, -0.1881, -0.1909, -0.1917, -0.1917, -0.1768, -0.1733, -0.1482, -0.1444, -0.1559, -0.1281, -0.1196, -0.114, -0.1229, -0.1069, -0.1118, -0.112, -0.1036, -0.1423, -0.1543, -0.1415, -0.1494, -0.1501, -0.1302, -0.1392, -0.1405, -0.1493, -0.1333, -0.1419, -0.1491, -0.159, -0.1537, -0.1663, -0.1578, -0.1559, -0.1593, -0.1672, -0.1658, -0.1661, -0.1605, -0.1605, -0.1634, -0.1585, -0.1515, -0.1479, -0.1558, -0.1627, -0.1907, -0.1585, -0.1635, -0.1591, -0.1427, -0.1563, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1999194033294573613", "ticker_idx": 0, "ts": "2025-12-11T19:06:15+00:00", "symbol": "platinum", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Look to the massive hikes in platinum, gold, and silver prices this year as proof", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author cites surging platinum, gold, and silver as evidence of real economic stress underlying headline stock market highs; implicitly bullish on precious metals.", "resolved_tickers": ["PPLT"], "resolution_method": "etf", "resolution_reason": "Platinum commodity proxied by PPLT ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "12 companies make up all the gains.  The other 58,000?  No bueno.\n\nLook to the massive hikes in platinum, gold, and silver prices this year as proof.", "reply_text": null, "parent_text": null, "quoted_text": "Donald J. Trump Truth Social Post 10:43 AM EST 12/11/25\n\nSTOCK MARKET JUST HIT AN ALL-TIME HIGH!!! When will the Fake Polls show that I am doing a great job on the Economy, and much more??? Thank you!", "parent_author": null, "ret_m1d": -0.026058834397246988, "ret_signed_m1d": -0.026058834397246988, "alpha_spy_m1d": -0.023737288383875454, "alpha_c_m1d": -0.023737288383875454, "bench_spy_m1d": -0.0023215460133715338, "bench_c_m1d": -0.0023215460133715338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0283219994193471, "ret_signed_p1d": 0.0283219994193471, "alpha_spy_p1d": 0.039074057414443364, "alpha_c_p1d": 0.039074057414443364, "bench_spy_p1d": -0.010752057995096265, "bench_c_p1d": -0.010752057995096265, "ret_p1w": 0.1337859827821859, "ret_signed_p1w": 0.1337859827821859, "alpha_spy_p1w": 0.15221397237054413, "alpha_c_p1w": 0.15221397237054413, "bench_spy_p1w": -0.01842798958835823, "bench_c_p1w": -0.01842798958835823, "ret_p1m": 0.33721306829183706, "ret_signed_p1m": 0.33721306829183706, "alpha_spy_p1m": 0.3271271465957626, "alpha_c_p1m": 0.3271271465957626, "bench_spy_p1m": 0.010085921696074474, "bench_c_p1m": 0.010085921696074474, "ret_p3m": 0.29298416376484093, "ret_signed_p3m": 0.29298416376484093, "alpha_spy_p3m": 0.3074783953932311, "alpha_c_p3m": 0.3074783953932311, "bench_spy_p3m": -0.014494231628390142, "bench_c_p3m": -0.014494231628390142, "ret_p6m": 0.046233439737033866, "ret_signed_p6m": 0.046233439737033866, "alpha_spy_p6m": -0.030060676317287482, "alpha_c_p6m": -0.030060676317287482, "bench_spy_p6m": 0.07629411605432135, "bench_c_p6m": 0.07629411605432135, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.33721306829183706, "alpha_spy_stated": 0.3271271465957626, "alpha_c_stated": 0.3271271465957626, "price_path": [-0.1714, -0.1797, -0.1992, -0.1843, -0.1694, -0.1609, -0.1287, -0.1307, -0.0954, -0.07, -0.0574, -0.0761, -0.0813, -0.0764, -0.0534, -0.0419, -0.0444, -0.0158, -0.0451, -0.0573, -0.041, -0.0336, -0.022, 0.0064, -0.0546, -0.0311, -0.0924, -0.0412, -0.0424, -0.0543, -0.0671, -0.0645, -0.0608, -0.0504, -0.0718, -0.0803, -0.0966, -0.0821, -0.0976, -0.0905, -0.0676, -0.065, -0.0464, -0.0715, -0.0918, -0.0978, -0.0956, -0.0912, -0.112, -0.1081, -0.0903, -0.086, -0.0628, -0.0628, -0.0133, -0.0211, -0.032, -0.0195, -0.0288, -0.0321, -0.0305, -0.0004, -0.0261, 0.0, 0.0283, 0.0536, 0.0848, 0.1143, 0.1338, 0.1617, 0.24, 0.3452, 0.3225, 0.3225, 0.4235, 0.2466, 0.2843, 0.2055, 0.2055, 0.2577, 0.3223, 0.4255, 0.3543, 0.3256, 0.3372, 0.3717, 0.3686, 0.4145, 0.414, 0.3532, 0.3532, 0.4489, 0.4633, 0.5551, 0.6311, 0.5955, 0.5375, 0.5853, 0.5463, 0.2612, 0.2586, 0.31, 0.3024, 0.1754, 0.237, 0.2584, 0.2294, 0.257, 0.1738, 0.2091, 0.2091, 0.1829, 0.2239, 0.2186, 0.2705, 0.2762, 0.2779, 0.3402, 0.339, 0.3885, 0.3565, 0.2343, 0.2625, 0.2409, 0.2506, 0.281, 0.293, 0.2779, 0.2536, 0.1887, 0.2412, 0.2454, 0.1887, 0.1558, 0.1267, 0.1, 0.1102, 0.1344, 0.0699, 0.0954, 0.1136, 0.1525, 0.1538, 0.169, 0.169, 0.1619, 0.1505, 0.197, 0.2387, 0.204, 0.216, 0.238, 0.2461, 0.2305, 0.2446, 0.2241, 0.1838, 0.2195, 0.1786, 0.1805, 0.1639, 0.1375, 0.1031, 0.1626, 0.164, 0.1396, 0.1423, 0.2072, 0.1913, 0.2028, 0.2477, 0.2488, 0.2641, 0.2079, 0.1576, 0.1536, 0.1264, 0.1452, 0.1542, 0.1296, 0.1296, 0.1471, 0.1271, 0.1284, 0.1284, 0.1284, 0.1335, 0.0915, 0.1128, 0.0462]}
{"unit_id": "quote:1999194033294573613", "ticker_idx": 1, "ts": "2025-12-11T19:06:15+00:00", "symbol": "GC=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Look to the massive hikes in platinum, gold, and silver prices this year as proof", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author cites surging platinum, gold, and silver as evidence of real economic stress underlying headline stock market highs; implicitly bullish on precious metals.", "resolved_tickers": ["GC=F"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "12 companies make up all the gains.  The other 58,000?  No bueno.\n\nLook to the massive hikes in platinum, gold, and silver prices this year as proof.", "reply_text": null, "parent_text": null, "quoted_text": "Donald J. Trump Truth Social Post 10:43 AM EST 12/11/25\n\nSTOCK MARKET JUST HIT AN ALL-TIME HIGH!!! When will the Fake Polls show that I am doing a great job on the Economy, and much more??? Thank you!", "parent_author": null, "ret_m1d": -0.020791062339575284, "ret_signed_m1d": -0.020791062339575284, "alpha_spy_m1d": -0.01846951632620375, "alpha_c_m1d": -0.01846951632620375, "bench_spy_m1d": -0.0023215460133715338, "bench_c_m1d": -0.0023215460133715338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0034068597961147695, "ret_signed_p1d": 0.0034068597961147695, "alpha_spy_p1d": 0.014158917791211034, "alpha_c_p1d": 0.014158917791211034, "bench_spy_p1d": -0.010752057995096265, "bench_c_p1d": -0.010752057995096265, "ret_p1w": 0.01260063003150158, "ret_signed_p1w": 0.01260063003150158, "alpha_spy_p1w": 0.03102861961985981, "alpha_c_p1w": 0.03102861961985981, "bench_spy_p1w": -0.01842798958835823, "bench_c_p1w": -0.01842798958835823, "ret_p1m": 0.04778901054427731, "ret_signed_p1m": 0.04778901054427731, "alpha_spy_p1m": 0.03770308884820284, "alpha_c_p1m": 0.03770308884820284, "bench_spy_p1m": 0.010085921696074474, "bench_c_p1m": 0.010085921696074474, "ret_p3m": 0.22032439512600632, "ret_signed_p3m": 0.22032439512600632, "alpha_spy_p3m": 0.23481862675439646, "alpha_c_p3m": 0.23481862675439646, "bench_spy_p3m": -0.014494231628390142, "bench_c_p3m": -0.014494231628390142, "ret_p6m": 0.012040624817699186, "ret_signed_p6m": 0.012040624817699186, "alpha_spy_p6m": -0.06425349123662216, "alpha_c_p6m": -0.06425349123662216, "bench_spy_p6m": 0.07629411605432135, "bench_c_p6m": 0.07629411605432135, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04778901054427731, "alpha_spy_stated": 0.03770308884820284, "alpha_c_stated": 0.03770308884820284, "price_path": [-0.1408, -0.1392, -0.1409, -0.1498, -0.1433, -0.1271, -0.1178, -0.1291, -0.128, -0.1191, -0.1084, -0.1038, -0.0975, -0.104, -0.0944, -0.0786, -0.0721, -0.0565, -0.0792, -0.0722, -0.0413, -0.0343, -0.0253, -0.0012, -0.0223, 0.0119, -0.0462, -0.0563, -0.0373, -0.039, -0.0662, -0.0745, -0.0704, -0.0663, -0.0708, -0.0665, -0.0788, -0.0712, -0.0713, -0.0668, -0.0405, -0.0417, -0.0189, -0.023, -0.0462, -0.0507, -0.0523, -0.0485, -0.0534, -0.0487, -0.0452, -0.0341, -0.0281, -0.0281, -0.0157, -0.0108, -0.0231, -0.0201, -0.0172, -0.0169, -0.0229, -0.0184, -0.0208, 0.0, 0.0034, 0.0049, 0.0044, 0.0145, 0.0126, 0.0177, 0.0371, 0.046, 0.0455, 0.0455, 0.0568, 0.0092, 0.0197, 0.0094, 0.0094, 0.0067, 0.0353, 0.0459, 0.0382, 0.0383, 0.0478, 0.0744, 0.0709, 0.0795, 0.0772, 0.0707, 0.0707, 0.1106, 0.1275, 0.1454, 0.1612, 0.1853, 0.1854, 0.2371, 0.241, 0.1, 0.0786, 0.1443, 0.1482, 0.1344, 0.1553, 0.1786, 0.1676, 0.1834, 0.1489, 0.1719, 0.1719, 0.1394, 0.1636, 0.1611, 0.1806, 0.2145, 0.2031, 0.2149, 0.2079, 0.2205, 0.2354, 0.1918, 0.1948, 0.182, 0.2008, 0.1881, 0.2203, 0.2058, 0.1937, 0.179, 0.1653, 0.167, 0.141, 0.0736, 0.0665, 0.0277, 0.0266, 0.0617, 0.021, 0.0482, 0.0561, 0.0845, 0.1161, 0.0854, 0.0854, 0.0866, 0.0867, 0.1083, 0.1182, 0.1112, 0.1066, 0.1259, 0.1201, 0.1166, 0.1335, 0.1216, 0.0963, 0.1043, 0.0979, 0.1019, 0.091, 0.0714, 0.0606, 0.0768, 0.0804, 0.0546, 0.0631, 0.0925, 0.0967, 0.1015, 0.1011, 0.0915, 0.0962, 0.0916, 0.0631, 0.0623, 0.0515, 0.0574, 0.0593, 0.055, 0.055, 0.0501, 0.0378, 0.0499, 0.0642, 0.0443, 0.0475, 0.0353, 0.0444, 0.012]}
{"unit_id": "quote:1999194033294573613", "ticker_idx": 2, "ts": "2025-12-11T19:06:15+00:00", "symbol": "SI=F", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Look to the massive hikes in platinum, gold, and silver prices this year as proof", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Author cites surging platinum, gold, and silver as evidence of real economic stress underlying headline stock market highs; implicitly bullish on precious metals.", "resolved_tickers": ["SI=F"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "12 companies make up all the gains.  The other 58,000?  No bueno.\n\nLook to the massive hikes in platinum, gold, and silver prices this year as proof.", "reply_text": null, "parent_text": null, "quoted_text": "Donald J. Trump Truth Social Post 10:43 AM EST 12/11/25\n\nSTOCK MARKET JUST HIT AN ALL-TIME HIGH!!! When will the Fake Polls show that I am doing a great job on the Economy, and much more??? Thank you!", "parent_author": null, "ret_m1d": -0.055530341310051856, "ret_signed_m1d": -0.055530341310051856, "alpha_spy_m1d": -0.05320879529668032, "alpha_c_m1d": -0.05320879529668032, "bench_spy_m1d": -0.0023215460133715338, "bench_c_m1d": -0.0023215460133715338, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04015394122326654, "ret_signed_p1d": -0.04015394122326654, "alpha_spy_p1d": -0.029401883228170278, "alpha_c_p1d": -0.029401883228170278, "bench_spy_p1d": -0.010752057995096265, "bench_c_p1d": -0.010752057995096265, "ret_p1w": 0.010370911562800789, "ret_signed_p1w": 0.010370911562800789, "alpha_spy_p1w": 0.028798901151159018, "alpha_c_p1w": 0.028798901151159018, "bench_spy_p1w": -0.01842798958835823, "bench_c_p1w": -0.01842798958835823, "ret_p1m": 0.2339314181539227, "ret_signed_p1m": 0.2339314181539227, "alpha_spy_p1m": 0.22384549645784824, "alpha_c_p1m": 0.22384549645784824, "bench_spy_p1m": 0.010085921696074474, "bench_c_p1m": 0.010085921696074474, "ret_p3m": 0.39346773752754105, "ret_signed_p3m": 0.39346773752754105, "alpha_spy_p3m": 0.4079619691559312, "alpha_c_p3m": 0.4079619691559312, "bench_spy_p3m": -0.014494231628390142, "bench_c_p3m": -0.014494231628390142, "ret_p6m": 0.07843075712034242, "ret_signed_p6m": 0.07843075712034242, "alpha_spy_p6m": 0.002136641066021072, "alpha_c_p6m": 0.002136641066021072, "bench_spy_p6m": 0.07629411605432135, "bench_c_p6m": 0.07629411605432135, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2339314181539227, "alpha_spy_stated": 0.22384549645784824, "alpha_c_stated": 0.22384549645784824, "price_path": [-0.3349, -0.3357, -0.3474, -0.3476, -0.3346, -0.3149, -0.3087, -0.3152, -0.3008, -0.277, -0.2709, -0.2765, -0.2603, -0.2805, -0.2555, -0.2479, -0.262, -0.2389, -0.2672, -0.2658, -0.2158, -0.213, -0.2011, -0.1706, -0.22, -0.2004, -0.2578, -0.2576, -0.2416, -0.2433, -0.2717, -0.2629, -0.2535, -0.2425, -0.2493, -0.2509, -0.2628, -0.2513, -0.2524, -0.2489, -0.2151, -0.2082, -0.1658, -0.1698, -0.2087, -0.2081, -0.2108, -0.2055, -0.214, -0.2199, -0.2133, -0.2033, -0.1723, -0.1723, -0.1171, -0.0862, -0.093, -0.094, -0.1108, -0.0861, -0.0962, -0.0588, -0.0555, 0.0, -0.0402, -0.0155, -0.0192, 0.0361, 0.0104, 0.0456, 0.0622, 0.1026, 0.1111, 0.1111, 0.1964, 0.0927, 0.2103, 0.0971, 0.0971, 0.1037, 0.1914, 0.2597, 0.2066, 0.1687, 0.2339, 0.3235, 0.3433, 0.4214, 0.4372, 0.378, 0.378, 0.4736, 0.4424, 0.5013, 0.5787, 0.8001, 0.6506, 0.7693, 0.7838, 0.2246, 0.201, 0.299, 0.3165, 0.1971, 0.2003, 0.2837, 0.2548, 0.3101, 0.1817, 0.2178, 0.2178, 0.1489, 0.2124, 0.2133, 0.2871, 0.3534, 0.368, 0.4225, 0.3609, 0.4498, 0.381, 0.2971, 0.2926, 0.2778, 0.3111, 0.3145, 0.3935, 0.3306, 0.3244, 0.2657, 0.2555, 0.244, 0.2082, 0.1091, 0.085, 0.0801, 0.0836, 0.1319, 0.0585, 0.0878, 0.1, 0.1683, 0.1867, 0.1377, 0.1377, 0.1366, 0.1235, 0.1767, 0.1932, 0.1939, 0.1814, 0.2419, 0.2434, 0.2296, 0.2786, 0.2506, 0.1952, 0.2184, 0.1805, 0.1948, 0.1732, 0.1451, 0.1195, 0.1502, 0.1881, 0.143, 0.1436, 0.2015, 0.2467, 0.2576, 0.3372, 0.3316, 0.3904, 0.3282, 0.207, 0.2056, 0.1705, 0.1865, 0.1953, 0.1871, 0.1871, 0.1936, 0.1669, 0.1833, 0.1828, 0.1733, 0.178, 0.1493, 0.1541, 0.0784]}
{"unit_id": "orig:2006802605754740903", "ticker_idx": 0, "ts": "2026-01-01T19:00:00+00:00", "symbol": "Silver", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Silver crosses $100", "tweet_type": "prediction", "timeline": "years", "summary": "2026 predictions: long gold to $5700, silver to $100; short BTC to $40Ks, TSLA -30%, US equities corrective; altcoins -50%+.", "resolved_tickers": ["SLV"], "resolution_method": "etf", "resolution_reason": "Silver commodity proxied by SLV ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Predictions for 2026:\n\n-Tariffs cause a 2% drop in actual GDP (but will we see it since this administration fakes the data?)\n-Silver crosses $100\n-Gold crosses $5,700\n-Bitcoin spends time in the $40,000's, most altcoins lose > 50% of value\n-A banking panic at some point\n-Commercial real estate vacancies climb over 25%\n-Stock market is corrective\n-$TSLA drops at least 30% over the course of the year\n-Foreclosure rates surge\n-Unemployment < 6%\n-We have a bond market crisis (\"crisis\") where emergency synthetic liquidity has to be provided to backstop a failed 10 year auction\n-Trump continues to do everything he can to not release the Epstein files\n-GOP loses House, which will be a blessing to all as it cements lame duck status and stops the chaos that was 2025.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.020228164730869747, "ret_signed_m1d": -0.020228164730869747, "alpha_spy_m1d": -0.018398478884274483, "alpha_c_m1d": -0.018398478884274483, "bench_spy_m1d": -0.0018296858465952637, "bench_c_m1d": -0.0018296858465952637, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.05064641568144013, "ret_signed_p1d": 0.05064641568144013, "alpha_spy_p1d": 0.043986301865377, "alpha_c_p1d": 0.043986301865377, "bench_spy_p1d": 0.006660113816063129, "bench_c_p1d": 0.006660113816063129, "ret_p1w": 0.10083646012803005, "ret_signed_p1w": 0.10083646012803005, "alpha_spy_p1w": 0.0848814454593676, "alpha_c_p1w": 0.0848814454593676, "bench_spy_p1w": 0.01595501466866245, "bench_c_p1w": 0.01595501466866245, "ret_p1m": 0.10174908656131176, "ret_signed_p1m": 0.10174908656131176, "alpha_spy_p1m": 0.08383260638093759, "alpha_c_p1m": 0.08383260638093759, "bench_spy_p1m": 0.017916480180374172, "bench_c_p1m": 0.017916480180374172, "ret_p3m": 0.03634980060301807, "ret_signed_p3m": 0.03634980060301807, "alpha_spy_p3m": 0.07461338358371461, "alpha_c_p3m": 0.07461338358371461, "bench_spy_p3m": -0.03826358298069654, "bench_c_p3m": -0.03826358298069654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3401, -0.3223, -0.32, -0.309, -0.2812, -0.2882, -0.2649, -0.2522, -0.2853, -0.2742, -0.334, -0.3326, -0.3281, -0.331, -0.3551, -0.3506, -0.3425, -0.3256, -0.3306, -0.3344, -0.35, -0.3361, -0.3376, -0.332, -0.3036, -0.2935, -0.2651, -0.2788, -0.301, -0.3084, -0.2989, -0.2935, -0.3037, -0.311, -0.2908, -0.2902, -0.2639, -0.2639, -0.2211, -0.2012, -0.1919, -0.1929, -0.2128, -0.1947, -0.1983, -0.1609, -0.1472, -0.1237, -0.1468, -0.1162, -0.122, -0.0835, -0.0978, -0.0733, -0.0499, -0.0138, -0.0081, -0.0081, 0.0817, 0.004, 0.0491, -0.0202, -0.0202, 0.0, 0.0506, 0.1211, 0.0792, 0.0602, 0.1008, 0.1746, 0.1954, 0.2861, 0.2672, 0.2322, 0.2322, 0.2987, 0.277, 0.3252, 0.4131, 0.4957, 0.5451, 0.6061, 0.6056, 0.1474, 0.1017, 0.1705, 0.2043, 0.0143, 0.0675, 0.1565, 0.1165, 0.1644, 0.0301, 0.0604, 0.0604, 0.0094, 0.066, 0.08, 0.1653, 0.2254, 0.2027, 0.2173, 0.2236, 0.2926, 0.2406, 0.1358, 0.1459, 0.1296, 0.155, 0.1903, 0.2181, 0.1849, 0.1632, 0.1056, 0.1136, 0.0899, 0.0449, -0.0011, -0.0643, -0.0499, -0.0426, -0.0082, -0.0757, -0.0351, -0.0339, 0.0363, 0.0363, 0.0006, 0.0006, 0.0052, 0.0029, 0.0262, 0.0402, 0.0506, 0.0385, 0.0957, 0.0926, 0.0835, 0.1198, 0.0973, 0.0417, 0.0703, 0.04, 0.0462, 0.0392, 0.0068, -0.0138, 0.0138, 0.0386, 0.0029, 0.0024, 0.0666, 0.089, 0.1104, 0.1863, 0.1947, 0.2068, 0.1484, 0.05, 0.0637, 0.0175, 0.0453, 0.0563, 0.0397, 0.0397, 0.0604, 0.0266, 0.0397, 0.0392, 0.0292, 0.0341, 0.007, 0.0187, -0.0636, -0.0634, -0.1025, -0.123, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2006802605754740903", "ticker_idx": 1, "ts": "2026-01-01T19:00:00+00:00", "symbol": "Gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Gold crosses $5,700", "tweet_type": "prediction", "timeline": "years", "summary": "2026 predictions: long gold to $5700, silver to $100; short BTC to $40Ks, TSLA -30%, US equities corrective; altcoins -50%+.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity proxied by GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Predictions for 2026:\n\n-Tariffs cause a 2% drop in actual GDP (but will we see it since this administration fakes the data?)\n-Silver crosses $100\n-Gold crosses $5,700\n-Bitcoin spends time in the $40,000's, most altcoins lose > 50% of value\n-A banking panic at some point\n-Commercial real estate vacancies climb over 25%\n-Stock market is corrective\n-$TSLA drops at least 30% over the course of the year\n-Foreclosure rates surge\n-Unemployment < 6%\n-We have a bond market crisis (\"crisis\") where emergency synthetic liquidity has to be provided to backstop a failed 10 year auction\n-Trump continues to do everything he can to not release the Epstein files\n-GOP loses House, which will be a blessing to all as it cements lame duck status and stops the chaos that was 2025.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004946272036610022, "ret_signed_m1d": -0.004946272036610022, "alpha_spy_m1d": -0.0031165861900147585, "alpha_c_m1d": -0.0031165861900147585, "bench_spy_m1d": -0.0018296858465952637, "bench_c_m1d": -0.0018296858465952637, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026313174195160993, "ret_signed_p1d": 0.026313174195160993, "alpha_spy_p1d": 0.019653060379097864, "alpha_c_p1d": 0.019653060379097864, "bench_spy_p1d": 0.006660113816063129, "bench_c_p1d": 0.006660113816063129, "ret_p1w": 0.04064980036915644, "ret_signed_p1w": 0.04064980036915644, "alpha_spy_p1w": 0.024694785700493993, "alpha_c_p1w": 0.024694785700493993, "bench_spy_p1w": 0.01595501466866245, "bench_c_p1w": 0.01595501466866245, "ret_p1m": 0.07243649239715544, "ret_signed_p1m": 0.07243649239715544, "alpha_spy_p1m": 0.054520012216781266, "alpha_c_p1m": 0.054520012216781266, "bench_spy_p1m": 0.017916480180374172, "bench_c_p1m": 0.017916480180374172, "ret_p3m": 0.09927691238854441, "ret_signed_p3m": 0.09927691238854441, "alpha_spy_p3m": 0.13754049536924096, "alpha_c_p3m": 0.13754049536924096, "bench_spy_p3m": -0.03826358298069654, "bench_c_p3m": -0.03826358298069654, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0804, -0.0652, -0.0825, -0.0732, -0.0507, -0.0439, -0.0273, -0.0046, -0.0233, 0.0122, -0.0528, -0.0527, -0.0489, -0.0521, -0.0785, -0.0851, -0.0886, -0.0707, -0.0757, -0.0741, -0.0903, -0.0798, -0.0809, -0.0752, -0.05, -0.0462, -0.0309, -0.0387, -0.056, -0.0669, -0.0601, -0.0586, -0.0588, -0.0603, -0.0454, -0.0457, -0.0381, -0.0381, -0.0261, -0.0214, -0.0277, -0.0286, -0.028, -0.0297, -0.0323, -0.0273, -0.0232, -0.0127, -0.0071, -0.0062, -0.006, 0.0025, 0.0007, 0.0019, 0.025, 0.0386, 0.0343, 0.0343, 0.0463, 0.0008, 0.0015, -0.0049, -0.0049, 0.0, 0.0263, 0.0374, 0.0275, 0.0332, 0.0406, 0.0601, 0.0586, 0.0694, 0.0629, 0.0578, 0.0578, 0.0978, 0.1138, 0.1344, 0.1499, 0.1668, 0.1954, 0.2417, 0.2451, 0.1172, 0.0724, 0.1406, 0.1398, 0.1095, 0.1436, 0.1726, 0.161, 0.1741, 0.1333, 0.1615, 0.1615, 0.1253, 0.1506, 0.1539, 0.1766, 0.2084, 0.1916, 0.1887, 0.1989, 0.2146, 0.2303, 0.1754, 0.1846, 0.1704, 0.1889, 0.1864, 0.1998, 0.1957, 0.1722, 0.1571, 0.156, 0.1531, 0.1167, 0.0706, 0.0379, 0.0145, 0.0147, 0.0452, 0.0059, 0.0412, 0.0409, 0.0804, 0.0993, 0.0782, 0.0782, 0.0737, 0.0842, 0.091, 0.0995, 0.0975, 0.0931, 0.1175, 0.1059, 0.105, 0.1196, 0.11, 0.0786, 0.0928, 0.0823, 0.0878, 0.0794, 0.0593, 0.048, 0.0637, 0.0625, 0.0413, 0.0502, 0.0821, 0.0839, 0.0891, 0.0913, 0.087, 0.0809, 0.0726, 0.0477, 0.0506, 0.0332, 0.048, 0.047, 0.039, 0.039, 0.0395, 0.0256, 0.0364, 0.0473, 0.0326, 0.0343, 0.0241, 0.0326, -0.0051, -0.0025, -0.0188, -0.0595, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2006802605754740903", "ticker_idx": 2, "ts": "2026-01-01T19:00:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Bitcoin spends time in the $40,000's, most altcoins lose > 50% of value", "tweet_type": "prediction", "timeline": "years", "summary": "2026 predictions: long gold to $5700, silver to $100; short BTC to $40Ks, TSLA -30%, US equities corrective; altcoins -50%+.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Predictions for 2026:\n\n-Tariffs cause a 2% drop in actual GDP (but will we see it since this administration fakes the data?)\n-Silver crosses $100\n-Gold crosses $5,700\n-Bitcoin spends time in the $40,000's, most altcoins lose > 50% of value\n-A banking panic at some point\n-Commercial real estate vacancies climb over 25%\n-Stock market is corrective\n-$TSLA drops at least 30% over the course of the year\n-Foreclosure rates surge\n-Unemployment < 6%\n-We have a bond market crisis (\"crisis\") where emergency synthetic liquidity has to be provided to backstop a failed 10 year auction\n-Trump continues to do everything he can to not release the Epstein files\n-GOP loses House, which will be a blessing to all as it cements lame duck status and stops the chaos that was 2025.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013784840479062033, "ret_signed_m1d": 0.013784840479062033, "alpha_spy_m1d": 0.011955154632466769, "alpha_c_m1d": null, "bench_spy_m1d": -0.0018296858465952637, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.013667122921255048, "ret_signed_p1d": -0.013667122921255048, "alpha_spy_p1d": -0.007007009105191919, "alpha_c_p1d": null, "bench_spy_p1d": 0.006660113816063129, "bench_c_p1d": null, "ret_p1w": 0.02586599005044521, "ret_signed_p1w": -0.02586599005044521, "alpha_spy_p1w": -0.00991097538178276, "alpha_c_p1w": null, "bench_spy_p1w": 0.01595501466866245, "bench_c_p1w": null, "ret_p1m": -0.05187901699059683, "ret_signed_p1m": 0.05187901699059683, "alpha_spy_p1m": 0.069795497170971, "alpha_c_p1m": null, "bench_spy_p1m": 0.017916480180374172, "bench_c_p1m": null, "ret_p3m": -0.23101784570001627, "ret_signed_p3m": 0.23101784570001627, "alpha_spy_p3m": 0.19275426271931972, "alpha_c_p3m": null, "bench_spy_p3m": -0.03826358298069654, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.4059, 0.3687, 0.3902, 0.3716, 0.2759, 0.2991, 0.2748, 0.2485, 0.2192, 0.1999, 0.2463, 0.2225, 0.2136, 0.2405, 0.2513, 0.2861, 0.273, 0.2403, 0.2206, 0.2347, 0.2008, 0.1449, 0.1708, 0.1417, 0.165, 0.1946, 0.1608, 0.1457, 0.1236, 0.0639, 0.0379, 0.0475, 0.0308, -0.0237, -0.041, -0.0052, -0.0157, 0.0201, 0.0288, 0.0247, -0.0272, 0.0295, 0.054, 0.0384, 0.0074, 0.0215, 0.0446, 0.0371, 0.0426, 0.0173, -0.0261, -0.01, -0.0292, -0.0368, -0.0071, -0.0027, -0.0149, -0.0126, -0.0169, -0.0161, -0.018, -0.0034, -0.0138, 0.0, 0.0137, 0.058, 0.0563, 0.029, 0.0259, 0.0201, 0.0277, 0.0743, 0.0924, 0.0769, 0.0766, 0.0431, -0.0047, 0.0073, 0.0082, 0.0087, -0.0052, 0.0042, 0.0051, -0.047, -0.0519, -0.1132, -0.1476, -0.1771, -0.2934, -0.2048, -0.2097, -0.2247, -0.245, -0.2537, -0.224, -0.2241, -0.2393, -0.2514, -0.2454, -0.2336, -0.2718, -0.2778, -0.2341, -0.2398, -0.2575, -0.2249, -0.2303, -0.1806, -0.2016, -0.2321, -0.2291, -0.2119, -0.2088, -0.2055, -0.2002, -0.1563, -0.1669, -0.1971, -0.2121, -0.2052, -0.2008, -0.2053, -0.1963, -0.2247, -0.2524, -0.2484, -0.231, -0.2328, -0.2462, -0.2457, -0.224, -0.1892, -0.1984, -0.1912, -0.1775, -0.1606, -0.164, -0.157, -0.153, -0.1308, -0.1449, -0.1395, -0.1187, -0.1179, -0.1271, -0.1281, -0.1395, -0.146, -0.1401, -0.1189, -0.1003, -0.088, -0.0823, -0.0983, -0.0963, -0.0789, -0.093, -0.1066, -0.0866, -0.1089, -0.1327, -0.135, -0.1271, -0.1261, -0.1493, -0.1291, -0.1455, -0.1621, -0.1713, -0.1731, -0.1962, -0.2483, -0.2786, -0.281, -0.3134, -0.289, -0.3053, -0.3082, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2006802605754740903", "ticker_idx": 3, "ts": "2026-01-01T19:00:00+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA drops at least 30% over the course of the year", "tweet_type": "prediction", "timeline": "years", "summary": "2026 predictions: long gold to $5700, silver to $100; short BTC to $40Ks, TSLA -30%, US equities corrective; altcoins -50%+.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Predictions for 2026:\n\n-Tariffs cause a 2% drop in actual GDP (but will we see it since this administration fakes the data?)\n-Silver crosses $100\n-Gold crosses $5,700\n-Bitcoin spends time in the $40,000's, most altcoins lose > 50% of value\n-A banking panic at some point\n-Commercial real estate vacancies climb over 25%\n-Stock market is corrective\n-$TSLA drops at least 30% over the course of the year\n-Foreclosure rates surge\n-Unemployment < 6%\n-We have a bond market crisis (\"crisis\") where emergency synthetic liquidity has to be provided to backstop a failed 10 year auction\n-Trump continues to do everything he can to not release the Epstein files\n-GOP loses House, which will be a blessing to all as it cements lame duck status and stops the chaos that was 2025.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026593908968212343, "ret_signed_m1d": -0.026593908968212343, "alpha_spy_m1d": -0.028423594814807607, "alpha_c_m1d": -0.01763740978649131, "bench_spy_m1d": -0.0018296858465952637, "bench_c_m1d": 0.008956499181721034, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.031045280151877908, "ret_signed_p1d": -0.031045280151877908, "alpha_spy_p1d": -0.02438516633581478, "alpha_c_p1d": -0.014568727062441944, "bench_spy_p1d": 0.006660113816063129, "bench_c_p1d": 0.016476553089435964, "ret_p1w": 0.015842222305509024, "ret_signed_p1w": -0.015842222305509024, "alpha_spy_p1w": 0.00011279236315342445, "alpha_c_p1w": 0.03536183896284162, "bench_spy_p1w": 0.01595501466866245, "bench_c_p1w": 0.05120406126835064, "ret_p1m": -0.03711737734555942, "ret_signed_p1m": 0.03711737734555942, "alpha_spy_p1m": 0.055033857525933594, "alpha_c_p1m": 0.06770465725382546, "bench_spy_p1m": 0.017916480180374172, "bench_c_p1m": 0.03058727990826604, "ret_p3m": -0.12968246309669917, "ret_signed_p3m": 0.12968246309669917, "alpha_spy_p3m": 0.09141888011600263, "alpha_c_p3m": 0.059302845711254326, "bench_spy_p3m": -0.03826358298069654, "bench_c_p3m": -0.07037961738544485, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0114, 0.0014, -0.0058, -0.0561, -0.005, -0.0202, -0.0067, -0.0213, 0.0028, 0.0214, 0.0103, 0.0021, 0.0249, -0.0099, 0.0328, 0.0513, 0.0535, 0.0046, 0.0422, 0.0692, 0.0141, 0.0548, 0.0179, -0.0195, 0.0163, 0.0035, -0.0171, -0.0824, -0.077, -0.0665, -0.0841, -0.0778, -0.0978, -0.1072, -0.0463, -0.0426, -0.0262, -0.0262, -0.018, -0.0181, -0.0202, 0.0198, 0.0376, 0.0386, 0.0034, 0.0162, 0.0305, 0.0201, 0.0477, 0.085, 0.1183, 0.0666, 0.1034, 0.0985, 0.1156, 0.1084, 0.108, 0.108, 0.0847, 0.0492, 0.0373, 0.0266, 0.0266, 0.0, 0.031, -0.0117, -0.0152, -0.0052, 0.0158, 0.0249, 0.0208, 0.0026, 0.0011, -0.0013, -0.0013, -0.043, -0.0151, 0.0258, 0.0251, -0.0066, -0.0164, -0.0151, -0.0491, -0.0175, -0.0371, -0.0368, -0.0732, -0.0933, -0.0615, -0.0474, -0.0294, -0.0224, -0.0479, -0.0471, -0.0471, -0.0626, -0.0611, -0.0602, -0.0599, -0.0873, -0.0655, -0.0472, -0.0673, -0.0812, -0.0793, -0.1042, -0.0733, -0.0742, -0.0944, -0.0899, -0.0886, -0.0691, -0.0983, -0.107, -0.097, -0.0886, -0.1034, -0.1319, -0.16, -0.1306, -0.1256, -0.119, -0.1506, -0.174, -0.189, -0.1514, -0.1297, -0.1769, -0.1769, -0.1946, -0.2087, -0.2164, -0.211, -0.2034, -0.1955, -0.1686, -0.1053, -0.1122, -0.0855, -0.104, -0.1179, -0.1154, -0.1469, -0.141, -0.1356, -0.1416, -0.149, -0.1288, -0.1079, -0.104, -0.1112, -0.0898, -0.06, -0.0222, 0.0158, -0.0105, 0.0164, 0.0119, -0.0361, -0.0641, -0.0775, -0.0475, -0.0462, -0.0275, -0.0275, -0.0102, 0.0052, 0.0092, -0.0052, -0.0507, -0.0327, -0.0328, -0.0448, -0.1074, -0.0665, -0.0945, -0.1289, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1991265227413893522", "ticker_idx": 0, "ts": "2025-11-19T22:00:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "it's going to go lower", "tweet_type": "prediction", "timeline": "unspecified", "summary": "BTC going lower from sub-90K; Kraken IPO timing read as insiders cashing out near the top.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Crypto platform Kraken files for IPO on the heels of $BTC falling below 90K (and FYI, it's going to go lower).\n\nGotta get that cashout while you still can, I guess.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016212395197771068, "ret_signed_m1d": -0.016212395197771068, "alpha_spy_m1d": -0.0007341336410948696, "alpha_c_m1d": null, "bench_spy_m1d": 0.015478261556676198, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.05285126891851111, "ret_signed_p1d": 0.05285126891851111, "alpha_spy_p1d": 0.06281249189514393, "alpha_c_p1d": null, "bench_spy_p1d": 0.009961222976632822, "bench_c_p1d": null, "ret_p1w": -0.010360408030751223, "ret_signed_p1w": 0.010360408030751223, "alpha_spy_p1w": 0.05196767811588898, "alpha_c_p1w": null, "bench_spy_p1w": 0.04160727008513776, "bench_c_p1w": null, "ret_p1m": -0.06563624612187235, "ret_signed_p1m": 0.06563624612187235, "alpha_spy_p1m": 0.11172006025630521, "alpha_c_p1m": null, "bench_spy_p1m": 0.046083814134432854, "bench_c_p1m": null, "ret_p3m": -0.24733603601133514, "ret_signed_p3m": 0.24733603601133514, "alpha_spy_p3m": 0.2968934330987031, "alpha_c_p3m": null, "bench_spy_p3m": 0.04955739708736795, "bench_c_p3m": null, "ret_p6m": -0.11386463906880695, "ret_signed_p6m": 0.11386463906880695, "alpha_spy_p6m": 0.25309006939104317, "alpha_c_p6m": null, "bench_spy_p6m": 0.13922543032223622, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06563624612187235, "alpha_spy_stated": 0.11172006025630521, "alpha_c_stated": null, "price_path": [0.2778, 0.204, 0.2223, 0.216, 0.2305, 0.1853, 0.1944, 0.2158, 0.2215, 0.2105, 0.2098, 0.2253, 0.2194, 0.2459, 0.2628, 0.2693, 0.2622, 0.2774, 0.2734, 0.2807, 0.2648, 0.2327, 0.2247, 0.239, 0.1922, 0.1995, 0.2507, 0.247, 0.2972, 0.3194, 0.3367, 0.3639, 0.3278, 0.3486, 0.3306, 0.2378, 0.2603, 0.2367, 0.2112, 0.1828, 0.164, 0.2091, 0.186, 0.1774, 0.2034, 0.2139, 0.2477, 0.235, 0.2032, 0.1841, 0.1978, 0.1649, 0.1107, 0.1359, 0.1075, 0.1302, 0.1589, 0.1261, 0.1115, 0.09, 0.0321, 0.0069, 0.0162, 0.0, -0.0529, -0.0697, -0.0349, -0.0451, -0.0104, -0.002, -0.006, -0.0562, -0.0013, 0.0225, 0.0074, -0.0227, -0.009, 0.0134, 0.0061, 0.0114, -0.0131, -0.0552, -0.0396, -0.0582, -0.0656, -0.0368, -0.0325, -0.0443, -0.0421, -0.0463, -0.0455, -0.0473, -0.0332, -0.0433, -0.0299, -0.0166, 0.0264, 0.0247, -0.0017, -0.0048, -0.0104, -0.003, 0.0422, 0.0597, 0.0447, 0.0444, 0.0119, -0.0345, -0.0228, -0.0219, -0.0215, -0.035, -0.0258, -0.0249, -0.0755, -0.0802, -0.1397, -0.1731, -0.2017, -0.3145, -0.2286, -0.2334, -0.2479, -0.2676, -0.276, -0.2472, -0.2473, -0.2621, -0.2738, -0.268, -0.2565, -0.2935, -0.2994, -0.257, -0.2625, -0.2797, -0.2481, -0.2533, -0.2051, -0.2255, -0.2551, -0.2522, -0.2355, -0.2324, -0.2293, -0.2241, -0.1815, -0.1918, -0.2211, -0.2356, -0.229, -0.2247, -0.229, -0.2204, -0.2479, -0.2747, -0.2709, -0.254, -0.2557, -0.2687, -0.2682, -0.2472, -0.2135, -0.2224, -0.2154, -0.2021, -0.1857, -0.189, -0.1822, -0.1784, -0.1568, -0.1705, -0.1652, -0.145, -0.1443, -0.1532, -0.1541, -0.1653, -0.1715, -0.1658, -0.1453, -0.1272, -0.1152, -0.1098, -0.1252, -0.1233, -0.1065, -0.1201, -0.1333, -0.1139]}
{"unit_id": "reply:1997304535283597673", "ticker_idx": 0, "ts": "2025-12-06T13:58:03+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'll buy your shares", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullishly offers to buy NFLX shares the parent is selling, implying confidence in the stock.", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@zgoalman Cool.  I'll buy your shares :P.\n\nIt's not like my track record is over 98% or anything, heh.", "reply_text": null, "parent_text": "@BonkDaCarnivore Bottom line is I will be selling my $NFLX for that reason ... I don't think it will be approved and I am not interested in 1 year plus of dead $ ...  i will wait a week or 2 to see if it recovers a bit then vote it off the island", "quoted_text": null, "parent_author": "zgoalman", "ret_m1d": 0.03564414625073864, "ret_signed_m1d": 0.03564414625073864, "alpha_spy_m1d": 0.03263081585531258, "alpha_c_m1d": 0.028160925756054667, "bench_spy_m1d": 0.0030133303954260615, "bench_c_m1d": 0.007483220494683973, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0008265505764847303, "ret_signed_p1d": -0.0008265505764847303, "alpha_spy_p1d": 3.659439047687396e-05, "alpha_c_p1d": -0.0019447109338891488, "bench_spy_p1d": -0.0008631449669616043, "bench_c_p1d": 0.0011181603574044185, "ret_p1w": -0.03120161425658652, "ret_signed_p1w": -0.03120161425658652, "alpha_spy_p1w": -0.02695951668412222, "alpha_c_p1w": -0.03386796108403933, "bench_spy_p1w": -0.004242097572464298, "bench_c_p1w": 0.0026663468274528146, "ret_p1m": -0.06343629849747667, "ret_signed_p1m": -0.06343629849747667, "alpha_spy_p1m": -0.07839206063436965, "alpha_c_p1m": -0.07590698971805543, "bench_spy_p1m": 0.01495576213689298, "bench_c_p1m": 0.012470691220578756, "ret_p3m": 0.024589288468910064, "ret_signed_p3m": 0.024589288468910064, "alpha_spy_p3m": 0.02503805561182837, "alpha_c_p3m": 0.0025401304938541536, "bench_spy_p3m": -0.0004487671429183049, "bench_c_p3m": 0.02204915797505591, "ret_p6m": -0.13906394211339823, "ret_signed_p6m": -0.13906394211339823, "alpha_spy_p6m": -0.2564739253775624, "alpha_c_p6m": -0.12221598002174228, "bench_spy_p6m": 0.11740998326416419, "bench_c_p6m": -0.016847962091655955, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.06343629849747667, "alpha_spy_stated": -0.07839206063436965, "alpha_c_stated": -0.07590698971805543, "price_path": [0.2891, 0.2434, 0.2279, 0.2421, 0.2403, 0.2692, 0.2478, 0.2677, 0.2681, 0.2589, 0.2439, 0.2483, 0.2508, 0.2464, 0.2387, 0.2097, 0.2011, 0.1916, 0.2019, 0.2306, 0.2545, 0.2719, 0.2605, 0.2595, 0.2557, 0.2432, 0.2228, 0.2391, 0.2796, 0.2825, 0.1534, 0.1505, 0.131, 0.1309, 0.1391, 0.1369, 0.1251, 0.156, 0.1366, 0.1292, 0.1349, 0.1334, 0.1403, 0.1572, 0.1741, 0.1959, 0.1925, 0.1491, 0.1395, 0.1787, 0.1365, 0.0917, 0.0777, 0.1052, 0.0786, 0.0966, 0.0966, 0.1115, 0.1275, 0.1298, 0.0741, 0.0664, 0.0356, 0.0, -0.0008, -0.0422, -0.0279, -0.0165, -0.0312, -0.0229, -0.0207, -0.0288, -0.0248, -0.0368, -0.034, -0.0325, -0.0325, -0.024, -0.0273, -0.0311, -0.0313, -0.0313, -0.0599, -0.0551, -0.0634, -0.0626, -0.0647, -0.0757, -0.0762, -0.0668, -0.0851, -0.0903, -0.0908, -0.0908, -0.0985, -0.1181, -0.1369, -0.1102, -0.1146, -0.1158, -0.1255, -0.1408, -0.1374, -0.145, -0.1741, -0.1718, -0.1645, -0.1507, -0.1583, -0.1506, -0.1774, -0.2162, -0.2058, -0.2058, -0.2045, -0.1942, -0.2045, -0.1872, -0.2146, -0.1937, -0.1456, -0.126, -0.0057, 0.0031, 0.0094, 0.0193, 0.0246, 0.023, 0.0158, 0.0015, -0.0196, -0.0256, -0.0153, -0.0164, -0.0251, -0.0216, -0.0522, -0.0513, -0.0352, -0.0606, -0.0466, -0.0359, -0.0347, -0.0395, -0.0066, -0.0128, 0.0193, 0.0193, 0.0221, 0.021, 0.0269, 0.0543, 0.0643, 0.0658, 0.098, 0.1128, 0.1136, 0.0054, -0.0203, -0.0435, -0.0367, -0.041, -0.0449, -0.056, -0.0467, -0.0482, -0.0329, -0.0489, -0.0596, -0.092, -0.088, -0.0882, -0.0961, -0.1172, -0.0943, -0.0954, -0.1018, -0.1009, -0.0738, -0.0771, -0.0899, -0.0774, -0.0846, -0.0846, -0.0941, -0.0975, -0.1078, -0.1113, -0.113, -0.1391]}
{"unit_id": "reply:2001195856607768941", "ticker_idx": 0, "ts": "2025-12-17T07:40:47+00:00", "symbol": "HIMS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "I'll be doing it again.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Author is initiating a short again at current levels, repeating a trade made ~1 year ago.", "resolved_tickers": ["HIMS"], "resolution_method": "exchange_ticker", "resolution_reason": "Hims & Hers Health US equity", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - Specialty & Generic", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@RampCapitalLLC @Mindset4Money_X I shorted it at these levels almost exactly 1 year ago to the day and made more than you could ever dream of.\n\nI'll be doing it again.", "reply_text": null, "parent_text": "@Mindset4Money_X Would you rather be right or make money?", "quoted_text": null, "parent_author": "RampCapitalLLC", "ret_m1d": 0.054046306081611206, "ret_signed_m1d": -0.054046306081611206, "alpha_spy_m1d": -0.04292025918629627, "alpha_c_m1d": -0.04292025918629627, "bench_spy_m1d": 0.011126046895314934, "bench_c_m1d": 0.011126046895314934, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.005719209492650701, "ret_signed_p1d": 0.005719209492650701, "alpha_spy_p1d": 0.013270542070265567, "alpha_c_p1d": 0.013270542070265567, "bench_spy_p1d": 0.0075513325776148665, "bench_c_p1d": 0.0075513325776148665, "ret_p1w": -0.008578868781400129, "ret_signed_p1w": 0.008578868781400129, "alpha_spy_p1w": 0.039886600760474344, "alpha_c_p1w": 0.039886600760474344, "bench_spy_p1w": 0.031307731979074216, "bench_c_p1w": 0.031307731979074216, "ret_p1m": -0.10694885753257055, "ret_signed_p1m": 0.10694885753257055, "alpha_spy_p1m": 0.14103508421315936, "alpha_c_p1m": 0.14103508421315936, "bench_spy_p1m": 0.034086226680588805, "bench_c_p1m": 0.034086226680588805, "ret_p3m": -0.28853307714393184, "ret_signed_p3m": 0.28853307714393184, "alpha_spy_p3m": 0.28794768339006405, "alpha_c_p3m": 0.28794768339006405, "bench_spy_p3m": -0.0005853937538677911, "bench_c_p3m": -0.0005853937538677911, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10694885753257055, "alpha_spy_stated": 0.14103508421315936, "alpha_c_stated": 0.14103508421315936, "price_path": [0.6534, 0.65, 0.6014, 0.5227, 0.5691, 0.67, 0.6906, 0.622, 0.6102, 0.6548, 0.5024, 0.5659, 0.6577, 0.6634, 0.6657, 0.5428, 0.5651, 0.5448, 0.7947, 0.6914, 0.4235, 0.4687, 0.4115, 0.3572, 0.3866, 0.3949, 0.3792, 0.3474, 0.3334, 0.2599, 0.3, 0.2694, 0.2236, 0.2505, 0.1873, 0.1733, 0.1739, 0.1367, 0.1158, 0.0309, 0.0575, 0.0174, 0.0369, 0.0246, -0.0386, -0.0074, 0.0804, 0.0606, 0.0981, 0.0981, 0.137, 0.0726, 0.0383, 0.0601, 0.1444, 0.121, 0.1187, 0.1387, 0.0832, 0.0801, 0.0641, 0.0366, 0.054, 0.0, -0.0057, 0.0169, 0.0023, -0.0049, -0.0086, -0.0086, -0.0189, -0.0249, -0.0552, -0.0715, -0.0715, -0.0446, -0.0074, 0.014, 0.014, -0.0315, -0.0938, -0.0752, -0.0792, -0.1044, -0.1069, -0.1027, -0.1027, -0.1287, -0.1739, -0.1273, -0.153, -0.1341, -0.1513, -0.1802, -0.1458, -0.2253, -0.2439, -0.2697, -0.3023, -0.3286, -0.3417, -0.4472, -0.507, -0.5227, -0.5482, -0.5339, -0.5339, -0.5347, -0.547, -0.5476, -0.553, -0.5565, -0.5579, -0.5476, -0.5539, -0.5848, -0.5287, -0.5476, -0.5296, -0.5459, -0.5499, -0.3663, -0.3289, -0.2599, -0.3183, -0.2917, -0.2885, -0.2857, -0.338, -0.3091, -0.3703, -0.3577, -0.3898, -0.4041, -0.4035, -0.4458, -0.463, -0.4063, -0.4327, -0.4527, -0.4527, -0.4186, -0.4424, -0.4455, -0.4352, -0.4444, -0.3952, -0.3892, -0.3054, -0.2282, -0.1759, -0.1132, -0.149, -0.1704, -0.195, -0.1261, -0.1596, -0.2019, -0.2471, -0.223, -0.2162, -0.2202, -0.2471, -0.2313, -0.2665, -0.1916, -0.1667, -0.2842, -0.3097, -0.3068, -0.2837, -0.3626, -0.3583, -0.3411, -0.3134, -0.3208, -0.3208, -0.318, -0.2794, -0.2742, -0.2522, -0.2062, -0.2133, -0.2133, -0.199, -0.2511, -0.223, -0.1713, -0.2056, null]}
{"unit_id": "orig:2006893206495957221", "ticker_idx": 0, "ts": "2026-01-02T01:00:01+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "What's the bull thesis for crypto when the crypto bros are going to have to sell their crypto just to survive ... most of the rest of society has no spare earnings sitting around even if they WANTED to get involved in the space", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish crypto: forced selling by holders, no new buyers, no bull thesis for sustained demand.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "And SELL he will.  I've talked about this multiple times in the last couple of weeks.  What's the bull thesis for crypto when the crypto bros are going to have to sell their crypto just to survive, especially now that so many of us long time holders used 2025 as a way to lock in gains in huge portions of our positions?  What jobs do crypto bros have?  There are no jobs for crypto bros - crypto bros have no skills.  And most of the rest of society has no spare earnings sitting around even if they WANTED to get involved in the space (which they don't, because they saw in 2025 what a complete scam it is with overt manipulation and fraud)\n\nWelcome to the new reality", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013482851137430751, "ret_signed_m1d": 0.013482851137430751, "alpha_spy_m1d": 0.011653165290835488, "alpha_c_m1d": null, "bench_spy_m1d": -0.0018296858465952637, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.043780896264292934, "ret_signed_p1d": -0.043780896264292934, "alpha_spy_p1d": -0.037120782448229805, "alpha_c_p1d": null, "bench_spy_p1d": 0.006660113816063129, "bench_c_p1d": null, "ret_p1w": 0.0063195083159173215, "ret_signed_p1w": -0.0063195083159173215, "alpha_spy_p1w": 0.009635506352745127, "alpha_c_p1w": null, "bench_spy_p1w": 0.01595501466866245, "bench_c_p1w": null, "ret_p1m": -0.12514278522366307, "ret_signed_p1m": 0.12514278522366307, "alpha_spy_p1m": 0.14305926540403724, "alpha_c_p1m": null, "bench_spy_p1m": 0.017916480180374172, "bench_c_p1m": null, "ret_p3m": -0.24310650615947071, "ret_signed_p3m": 0.24310650615947071, "alpha_spy_p3m": 0.20484292317877417, "alpha_c_p3m": null, "bench_spy_p3m": -0.03826358298069654, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.12514278522366307, "alpha_spy_stated": 0.14305926540403724, "alpha_c_stated": null, "price_path": [0.3503, 0.3715, 0.3531, 0.2587, 0.2816, 0.2576, 0.2317, 0.2028, 0.1837, 0.2295, 0.206, 0.1973, 0.2237, 0.2345, 0.2688, 0.2558, 0.2236, 0.2041, 0.218, 0.1846, 0.1295, 0.1551, 0.1263, 0.1493, 0.1785, 0.1451, 0.1303, 0.1084, 0.0495, 0.0239, 0.0334, 0.0169, -0.0368, -0.054, -0.0186, -0.0289, 0.0064, 0.0149, 0.0108, -0.0403, 0.0156, 0.0398, 0.0244, -0.0062, 0.0077, 0.0305, 0.0231, 0.0285, 0.0036, -0.0392, -0.0234, -0.0423, -0.0498, -0.0205, -0.0162, -0.0281, -0.0259, -0.0301, -0.0294, -0.0312, -0.0168, -0.0271, -0.0135, 0.0, 0.0438, 0.0421, 0.0152, 0.012, 0.0063, 0.0139, 0.0598, 0.0777, 0.0623, 0.062, 0.029, -0.0182, -0.0063, -0.0054, -0.0049, -0.0187, -0.0094, -0.0085, -0.0598, -0.0647, -0.1251, -0.1591, -0.1882, -0.3029, -0.2156, -0.2204, -0.2352, -0.2552, -0.2637, -0.2344, -0.2346, -0.2496, -0.2615, -0.2556, -0.2439, -0.2816, -0.2876, -0.2444, -0.2501, -0.2675, -0.2354, -0.2407, -0.1916, -0.2124, -0.2425, -0.2395, -0.2226, -0.2195, -0.2163, -0.211, -0.1677, -0.1781, -0.2079, -0.2227, -0.2159, -0.2116, -0.216, -0.2072, -0.2352, -0.2625, -0.2585, -0.2414, -0.2431, -0.2563, -0.2559, -0.2344, -0.2002, -0.2093, -0.2021, -0.1886, -0.1719, -0.1753, -0.1683, -0.1645, -0.1425, -0.1565, -0.1511, -0.1305, -0.1298, -0.1389, -0.1398, -0.1511, -0.1575, -0.1517, -0.1308, -0.1125, -0.1003, -0.0947, -0.1105, -0.1085, -0.0913, -0.1053, -0.1186, -0.0989, -0.121, -0.1444, -0.1467, -0.1388, -0.1379, -0.1607, -0.1408, -0.157, -0.1734, -0.1824, -0.1842, -0.2071, -0.2584, -0.2883, -0.2907, -0.3227, -0.2986, -0.3146, -0.3176, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:1993711343933800705", "ticker_idx": 0, "ts": "2025-11-26T16:00:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it's got a LONG ways to go before it finds its next bottom. Which would be $25,200", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish BTC; historical crash pattern implies 37% decline so far is shallow vs prior cycles, targets $25,200 bottom.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "2014:  71% decline\n2018:  84% decline\n2022:  77% decline\n2025:  37% decline\n\nWhat people should notice is that it's got a LONG ways to go before it finds its next bottom.  Which would be $25,200", "reply_text": null, "parent_text": null, "quoted_text": "In 2014 Bitcoin crashed from $1,100 to $320\n\nIn 2018 Bitcoin crashed from $19,700 to $3,200\n\nIn 2022 Bitcoin crashed from $69,000 to $15,500\n\nIn 2025 Bitcoin crashed from $126,000 to $80,000\n\nWhat do you notice?", "parent_author": null, "ret_m1d": -0.035092066518613185, "ret_signed_m1d": 0.035092066518613185, "alpha_spy_m1d": 0.02823582408951042, "alpha_c_m1d": null, "bench_spy_m1d": -0.006856242429102766, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.008473504729832548, "ret_signed_p1d": -0.008473504729832548, "alpha_spy_p1d": -0.008473504729832548, "alpha_c_p1d": null, "bench_spy_p1d": 0.0, "bench_c_p1d": null, "ret_p1w": 0.033246705541718935, "ret_signed_p1w": -0.033246705541718935, "alpha_spy_p1w": -0.027052624516896717, "alpha_c_p1w": null, "bench_spy_p1w": 0.006194081024822218, "bench_c_p1w": null, "ret_p1m": -0.03627578691513833, "ret_signed_p1m": 0.03627578691513833, "alpha_spy_p1m": 0.0550198675832313, "alpha_c_p1m": null, "bench_spy_p1m": 0.018744080668092966, "bench_c_p1m": null, "ret_p3m": -0.2861477699061594, "ret_signed_p3m": 0.2861477699061594, "alpha_spy_p3m": 0.2931016386961498, "alpha_c_p3m": null, "bench_spy_p3m": 0.006953868789990381, "bench_c_p3m": null, "ret_p6m": -0.143387421976082, "ret_signed_p6m": 0.143387421976082, "alpha_spy_p6m": 0.24235896754948505, "alpha_c_p6m": null, "bench_spy_p6m": 0.09897154557340304, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03627578691513833, "alpha_spy_stated": 0.0550198675832313, "alpha_c_stated": null, "price_path": [0.1977, 0.2069, 0.2285, 0.2343, 0.2232, 0.2224, 0.2381, 0.2321, 0.2589, 0.2761, 0.2826, 0.2754, 0.2908, 0.2867, 0.2941, 0.2781, 0.2456, 0.2375, 0.252, 0.2047, 0.2121, 0.2638, 0.26, 0.3108, 0.3332, 0.3507, 0.3782, 0.3417, 0.3628, 0.3445, 0.2507, 0.2735, 0.2497, 0.2239, 0.1952, 0.1762, 0.2217, 0.1984, 0.1897, 0.216, 0.2266, 0.2607, 0.2479, 0.2158, 0.1965, 0.2103, 0.1771, 0.1223, 0.1477, 0.1191, 0.142, 0.171, 0.1379, 0.1231, 0.1014, 0.0429, 0.0174, 0.0269, 0.0105, -0.0429, -0.06, -0.0248, -0.0351, 0.0, 0.0085, 0.0044, -0.0464, 0.0092, 0.0332, 0.0179, -0.0125, 0.0013, 0.024, 0.0166, 0.022, -0.0027, -0.0453, -0.0295, -0.0483, -0.0559, -0.0267, -0.0224, -0.0343, -0.0321, -0.0363, -0.0355, -0.0373, -0.0231, -0.0332, -0.0197, -0.0063, 0.0372, 0.0355, 0.0087, 0.0056, -0.0001, 0.0075, 0.0531, 0.0708, 0.0556, 0.0553, 0.0225, -0.0244, -0.0126, -0.0117, -0.0112, -0.0249, -0.0156, -0.0147, -0.0658, -0.0706, -0.1307, -0.1644, -0.1933, -0.3073, -0.2205, -0.2253, -0.24, -0.2599, -0.2684, -0.2393, -0.2395, -0.2544, -0.2662, -0.2603, -0.2487, -0.2861, -0.2921, -0.2492, -0.2548, -0.2722, -0.2402, -0.2455, -0.1967, -0.2174, -0.2473, -0.2443, -0.2275, -0.2244, -0.2212, -0.216, -0.173, -0.1833, -0.2129, -0.2276, -0.2209, -0.2166, -0.221, -0.2122, -0.24, -0.2671, -0.2632, -0.2462, -0.2479, -0.261, -0.2606, -0.2393, -0.2052, -0.2143, -0.2071, -0.1938, -0.1771, -0.1805, -0.1736, -0.1698, -0.1479, -0.1618, -0.1565, -0.1361, -0.1353, -0.1443, -0.1453, -0.1565, -0.1629, -0.157, -0.1363, -0.1181, -0.106, -0.1004, -0.1161, -0.1141, -0.0971, -0.1109, -0.1242, -0.1046, -0.1265, -0.1499, -0.1521, -0.1443, -0.1434]}
{"unit_id": "orig:2011898212207190300", "ticker_idx": 0, "ts": "2026-01-15T20:28:07+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "The reaction to $LLY's announcement their new drug would be delayed to Q2 is overdone today.", "tweet_type": "prediction", "timeline": "days", "summary": "LLY selloff on drug delay news is overdone; implied bounce from here.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "The reaction to $LLY's announcement their new drug would be delayed to Q2 is overdone today.\n\nJust throwing that out there...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03903327123158773, "ret_signed_m1d": 0.03903327123158773, "alpha_spy_m1d": 0.04174908987169801, "alpha_c_m1d": 0.04174908987169801, "bench_spy_m1d": -0.002715818640110279, "bench_c_m1d": -0.002715818640110279, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005256791034582209, "ret_signed_p1d": 0.005256791034582209, "alpha_spy_p1d": 0.006094665025477619, "alpha_c_p1d": 0.006094665025477619, "bench_spy_p1d": -0.0008378739908954103, "bench_c_p1d": -0.0008378739908954103, "ret_p1w": 0.05267344220743242, "ret_signed_p1w": 0.05267344220743242, "alpha_spy_p1w": 0.05738275907975854, "alpha_c_p1w": 0.05738275907975854, "bench_spy_p1w": -0.004709316872326119, "bench_c_p1w": -0.004709316872326119, "ret_p1m": 0.008486065999863346, "ret_signed_p1m": 0.008486065999863346, "alpha_spy_p1m": 0.023639764642838124, "alpha_c_p1m": 0.023639764642838124, "bench_spy_p1m": -0.015153698642974778, "bench_c_p1m": -0.015153698642974778, "ret_p3m": -0.10545342416504144, "ret_signed_p3m": -0.10545342416504144, "alpha_spy_p3m": -0.11140023415233669, "alpha_c_p3m": -0.11140023415233669, "bench_spy_p3m": 0.005946809987295243, "bench_c_p3m": 0.005946809987295243, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.05267344220743242, "alpha_spy_stated": 0.05738275907975854, "alpha_c_stated": 0.05738275907975854, "price_path": [-0.218, -0.2271, -0.2147, -0.2063, -0.2021, -0.2011, -0.2072, -0.2136, -0.1837, -0.1659, -0.1334, -0.1234, -0.1051, -0.0938, -0.1064, -0.0656, -0.0443, -0.0161, -0.0112, -0.0074, -0.0109, -0.0028, 0.0161, 0.01, 0.0259, 0.036, 0.0745, 0.0691, 0.0691, 0.0411, 0.0241, 0.0127, 0.0006, -0.0179, -0.0219, -0.0343, -0.0491, -0.0381, -0.0228, -0.0053, 0.0283, 0.0206, 0.0085, 0.0231, 0.0372, 0.0421, 0.0374, 0.0426, 0.0426, 0.0434, 0.0443, 0.0453, 0.0404, 0.0404, 0.0459, 0.0083, 0.0301, 0.0727, 0.0506, 0.0296, 0.0465, 0.0428, 0.039, 0.0, 0.0053, 0.0053, 0.0081, 0.0441, 0.0527, 0.0303, 0.0288, 0.0063, -0.0089, -0.0085, 0.004, 0.0108, -0.0286, 0.0718, -0.0117, 0.0244, 0.0113, -0.0077, -0.0172, 0.0051, 0.0085, 0.0085, 0.0047, -0.0104, -0.0078, -0.0211, 0.0265, 0.0106, -0.0023, -0.0089, 0.0201, -0.0129, -0.0228, -0.0268, -0.0465, -0.0397, -0.0222, -0.029, -0.0305, -0.0524, -0.0448, -0.0409, -0.0978, -0.1098, -0.1103, -0.1208, -0.117, -0.1243, -0.1115, -0.1302, -0.1484, -0.1402, -0.1081, -0.0744, -0.0928, -0.0928, -0.101, -0.0971, -0.0756, -0.0738, -0.089, -0.0986, -0.1055, -0.1224, -0.1234, -0.1011, -0.108, -0.1243, -0.1064, -0.1102, -0.1428, -0.158, -0.1525, -0.1746, -0.0937, -0.0659, -0.0614, -0.0411, -0.0429, -0.0546, -0.0803, -0.0623, -0.0401, -0.015, -0.0238, -0.0239, -0.0402, -0.0078, -0.0103, 0.0118, 0.0345, 0.0345, 0.0343, 0.0519, 0.0945, 0.0734, 0.0512, 0.0337, 0.0479, 0.0931, 0.099, 0.1162, 0.1119, 0.1038, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2008614548031361505", "ticker_idx": 0, "ts": "2026-01-06T19:00:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I again shorted it at the end of 2025. It's simple: I don't go long on bad companies with bad prospects.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Short TSLA: Optimus is a fraud, no autonomous capability, cars unwanted, robotaxi behind competition, stock propped by dumb money and fraudulent CEO claims.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I get asked this a lot.  Almost every time I do an economic space, in fact.  \"Why do you hate $TSLA so much?\"\n\nIt's all a scam, from every angle. Anyone who has access to Tesla insiders will hear the same story from them:  The whole Optimus experiment is largely a fraud.  Every notable executive on the project has left the company, and the vast majority of the engineers took off, too.  Every demo of Optimus was telecontrolled by a human in a nearby room - the robots themselves have absolutely no autonomous capabilities and are years behind their competitors.  This isn't \"inside information\", this is something various engineers have said and Tesla has admitted; what I've heard from former executives largely just serves to validate what has been said publicly as \"understating the problem\".\n\nNobody wants their cars. Robotic taxi service is going to become a commodity service, and Tesla is way behind its competition there with no path to close the gap.  The solar roofs were a great idea executed terribly (I have the solar roofs on multiple properties, and they're great, but I'd never buy another one because of the Tesla factor).  The only interesting vertical in the entire company is the power delivery unit.  It's growing at a VERY healthy clip, but the margins aren't there and at best help wipe away some of the NEGATIVE value of the company in other verticals.\n\nTesla is a stock that is buoyed by nothing more than dumb money that keeps piling in to it and a CEO that gets away with making fraudulent claim after fraudulent claim with no repercussions.  It has a useless board that won't keep him in check, and instead allows him to continue consolidating power when he's run the company terribly over the last few years.  \n\nAnd THAT'S why I shorted it heavily at the end of 2024 (and made a fortune doing so) and why I again shorted it at the end of 2025.  It's simple:  I don't go long on bad companies with bad prospects.", "reply_text": null, "parent_text": null, "quoted_text": "$TSLA - TESLA OPTIMUS ROBOT FACES SETBACKS\n\nTesla’s Optimus humanoid robot project is facing technical and timeline challenges despite President Donald Trump’s recent praise of CEO Elon Musk. The robots remain hand-built, lack full dexterity, and are often remotely operated,", "parent_author": null, "ret_m1d": 0.04321420533517695, "ret_signed_m1d": -0.04321420533517695, "alpha_spy_m1d": -0.049126228820493, "alpha_c_m1d": -0.049574155813399745, "bench_spy_m1d": -0.005912023485316054, "bench_c_m1d": -0.006359950478222798, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0035799792672750463, "ret_signed_p1d": 0.0035799792672750463, "alpha_spy_p1d": 0.000356622475047641, "alpha_c_p1d": 0.0021758687981245917, "bench_spy_p1d": -0.0032233567922274053, "bench_c_p1d": -0.0014041104691504547, "ret_p1w": 0.03288992293282278, "ret_signed_p1w": -0.03288992293282278, "alpha_spy_p1w": -0.030056702364487098, "alpha_c_p1w": -0.006954511761831705, "bench_spy_p1w": 0.0028332205683356815, "bench_c_p1w": 0.025935411170991074, "ret_p1m": -0.06224589389629398, "ret_signed_p1m": 0.06224589389629398, "alpha_spy_p1m": 0.05412230227921555, "alpha_c_p1m": 0.054233996748380364, "bench_spy_p1m": -0.00812359161707843, "bench_c_p1m": -0.008011897147913616, "ret_p3m": -0.16715169194725987, "ret_signed_p3m": 0.16715169194725987, "alpha_spy_p3m": 0.11773222526436256, "alpha_c_p3m": 0.06223104152151515, "bench_spy_p3m": -0.04941946668289732, "bench_c_p3m": -0.10492065042574472, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06224589389629398, "alpha_spy_stated": 0.05412230227921555, "alpha_c_stated": 0.054233996748380364, "price_path": [0.006, -0.045, 0.0068, -0.0086, 0.0051, -0.0097, 0.0147, 0.0334, 0.0223, 0.0139, 0.037, 0.0018, 0.0449, 0.0637, 0.0659, 0.0165, 0.0545, 0.0818, 0.0261, 0.0672, 0.0299, -0.0079, 0.0283, 0.0154, -0.0055, -0.0715, -0.0661, -0.0555, -0.0732, -0.0669, -0.0871, -0.0967, -0.0351, -0.0313, -0.0147, -0.0147, -0.0064, -0.0065, -0.0086, 0.0318, 0.0498, 0.0509, 0.0153, 0.0282, 0.0427, 0.0322, 0.0601, 0.0978, 0.1315, 0.0792, 0.1164, 0.1114, 0.1288, 0.1215, 0.1211, 0.1211, 0.0975, 0.0616, 0.0496, 0.0387, 0.0387, 0.0118, 0.0432, 0.0, -0.0036, 0.0066, 0.0278, 0.037, 0.0329, 0.0144, 0.013, 0.0105, 0.0105, -0.0317, -0.0035, 0.0379, 0.0372, 0.0052, -0.0048, -0.0035, -0.0379, -0.0059, -0.0258, -0.0254, -0.0622, -0.0826, -0.0505, -0.0361, -0.0179, -0.0108, -0.0367, -0.0358, -0.0358, -0.0516, -0.05, -0.0491, -0.0488, -0.0765, -0.0545, -0.0359, -0.0563, -0.0703, -0.0685, -0.0936, -0.0624, -0.0633, -0.0837, -0.0792, -0.0779, -0.0581, -0.0877, -0.0965, -0.0864, -0.0778, -0.0928, -0.1216, -0.1501, -0.1204, -0.1153, -0.1086, -0.1405, -0.1643, -0.1794, -0.1414, -0.1194, -0.1672, -0.1672, -0.1851, -0.1993, -0.2072, -0.2017, -0.194, -0.186, -0.1588, -0.0947, -0.1018, -0.0747, -0.0934, -0.1075, -0.105, -0.1368, -0.1309, -0.1254, -0.1315, -0.139, -0.1186, -0.0973, -0.0934, -0.1007, -0.0791, -0.0489, -0.0106, 0.0278, 0.0011, 0.0284, 0.0239, -0.0248, -0.0531, -0.0666, -0.0363, -0.0349, -0.0161, -0.0161, 0.0015, 0.0171, 0.0211, 0.0065, -0.0394, -0.0213, -0.0214, -0.0335, -0.0969, -0.0555, -0.0838, -0.1186, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2011869126600638646", "ticker_idx": 0, "ts": "2026-01-15T18:32:33+00:00", "symbol": "JPM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$JPM 3/20 330c. You can get it for about $4.75 right now.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long JPM via 3/20 330 calls at ~$4.75, though lighter than usual given credit-card regulation overhang.", "resolved_tickers": ["JPM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Banks - Diversified", "unit_kind": "original", "lang": "en", "tweet_text": "$JPM 3/20 330c.  You can get it for about $4.75 right now.  My position, as per usual, is more complex (and I built it this morning, prices !=).  I did go lighter than usual into the overall play, however, as the chaos from the administration re: credit cards is hanging over.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.004494638787395755, "ret_signed_m1d": -0.004494638787395755, "alpha_spy_m1d": -0.0017788201472854759, "alpha_c_m1d": -0.0017788201472854759, "bench_spy_m1d": -0.002715818640110279, "bench_c_m1d": -0.002715818640110279, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.010379544850873224, "ret_signed_p1d": 0.010379544850873224, "alpha_spy_p1d": 0.011217418841768634, "alpha_c_p1d": 0.011217418841768634, "bench_spy_p1d": -0.0008378739908954103, "bench_c_p1d": -0.0008378739908954103, "ret_p1w": -0.01820479469133529, "ret_signed_p1w": -0.01820479469133529, "alpha_spy_p1w": -0.013495477819009172, "alpha_c_p1w": -0.013495477819009172, "bench_spy_p1w": -0.004709316872326119, "bench_c_p1w": -0.004709316872326119, "ret_p1m": -0.02169707626305839, "ret_signed_p1m": -0.02169707626305839, "alpha_spy_p1m": -0.0065433776200836125, "alpha_c_p1m": -0.0065433776200836125, "bench_spy_p1m": -0.015153698642974778, "bench_c_p1m": -0.015153698642974778, "ret_p3m": 0.011162803799237286, "ret_signed_p3m": 0.011162803799237286, "alpha_spy_p3m": 0.0052159938119420435, "alpha_c_p3m": 0.0052159938119420435, "bench_spy_p3m": 0.005946809987295243, "bench_c_p3m": 0.005946809987295243, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02169707626305839, "alpha_spy_stated": -0.0065433776200836125, "alpha_c_stated": -0.0065433776200836125, "price_path": [-0.0267, -0.0437, -0.0533, -0.0519, -0.0329, -0.0209, -0.017, -0.0166, -0.0039, 0.0015, -0.0042, -0.0045, 0.0033, 0.0089, 0.0114, 0.0201, 0.016, 0.0314, -0.0038, -0.0227, -0.0331, -0.0362, -0.0238, -0.0395, -0.0407, -0.0407, -0.0246, -0.0097, -0.0097, 0.0078, -0.0056, -0.0089, 0.0047, 0.0175, 0.0141, 0.0147, -0.0327, -0.0018, 0.0216, 0.0253, 0.0301, 0.0158, 0.0139, 0.0075, 0.0211, 0.04, 0.0492, 0.0596, 0.0596, 0.0555, 0.0422, 0.0411, 0.0372, 0.0372, 0.0477, 0.0753, 0.082, 0.0573, 0.0664, 0.0644, 0.0492, 0.0053, -0.0045, 0.0, 0.0104, 0.0104, -0.0211, -0.0233, -0.0182, -0.0373, -0.0266, -0.0289, -0.0275, -0.0092, -0.0109, -0.0036, 0.0181, 0.0259, 0.0029, 0.0425, 0.0415, 0.0292, 0.005, -0.0214, -0.0217, -0.0217, -0.0069, -0.0016, -0.0039, 0.0049, -0.0375, -0.0387, -0.0193, -0.0101, -0.029, -0.0378, -0.0291, -0.0319, -0.0508, -0.064, -0.0625, -0.0664, -0.0703, -0.0853, -0.0835, -0.0747, -0.0723, -0.0696, -0.0688, -0.0734, -0.0626, -0.0545, -0.0448, -0.0569, -0.0854, -0.0824, -0.0488, -0.0449, -0.0474, -0.0474, -0.0398, -0.0334, 0.0009, 0.0086, 0.0071, 0.0195, 0.0112, -0.0057, 0.0074, 0.0085, 0.0302, 0.0173, 0.0173, 0.013, 0.0019, 0.0128, 0.0122, 0.0051, 0.018, 0.0156, -0.0001, 0.0056, 0.0234, -0.0046, -0.0182, -0.025, -0.0091, -0.0242, -0.0253, -0.0321, -0.0226, -0.039, -0.0185, -0.0152, -0.0042, -0.0042, -0.0031, -0.0273, -0.0356, -0.0272, -0.0361, -0.0219, -0.0222, 0.0104, 0.0152, 0.0111, 0.0163, 0.0047, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2001727224400220276", "ticker_idx": 0, "ts": "2025-12-18T18:52:15+00:00", "symbol": "PG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought in about $5 ago on the equity, but it's still good: $PG 3/20 150c $4", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds long PG via 3/20 150c calls, still live despite being up ~$5 from entry.", "resolved_tickers": ["PG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Oh shit, I forgot I promised a trade last week.  Well, I took it a few days ago, so it's up pretty nicely from that point - I bought in about $5 ago on the equity, but it's still good:\n\n$PG 3/20 150c $4\n\n---\n\nFor full transparency of the trade, I only paid $2.95-$3 establishing a position on this particular strike.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.015736596788183066, "ret_signed_m1d": 0.015736596788183066, "alpha_spy_m1d": 0.02323133411168643, "alpha_c_m1d": 0.0099277302657379, "bench_spy_m1d": -0.007494737323503364, "bench_c_m1d": 0.005808866522445166, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00728423397389788, "ret_signed_p1d": -0.00728423397389788, "alpha_spy_p1d": -0.016347679453349695, "alpha_c_p1d": -0.0021068530334922286, "bench_spy_p1d": 0.009063445479451815, "bench_c_p1d": -0.0051773809404056514, "ret_p1w": -0.0070780372626609855, "ret_signed_p1w": -0.0070780372626609855, "alpha_spy_p1w": -0.030656388690854075, "alpha_c_p1w": -0.0014806100048485593, "bench_spy_p1w": 0.02357835142819309, "bench_c_p1w": -0.005597427257812426, "ret_p1m": -0.006803321107648697, "ret_signed_p1m": -0.006803321107648697, "alpha_spy_p1m": -0.03227940289062603, "alpha_c_p1m": -0.05199526547675737, "bench_spy_p1m": 0.025476081782977333, "bench_c_p1m": 0.04519194436910867, "ret_p3m": 0.048347276969210595, "ret_signed_p3m": 0.048347276969210595, "alpha_spy_p3m": 0.053813709491122186, "alpha_c_p3m": -0.029813176036239897, "bench_spy_p3m": -0.005466432521911591, "bench_c_p3m": 0.07816045300545049, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.006803321107648697, "alpha_spy_stated": -0.03227940289062603, "alpha_c_stated": -0.05199526547675737, "price_path": [0.0446, 0.0407, 0.0401, 0.0383, 0.0407, 0.0477, 0.0485, 0.0453, 0.0376, 0.0391, 0.0264, 0.041, 0.0283, 0.0276, 0.0215, 0.0065, 0.0179, 0.006, 0.0209, 0.0332, 0.037, 0.0347, 0.0386, 0.0387, 0.0479, 0.0427, 0.0402, 0.0223, 0.0279, 0.0333, 0.0172, 0.0113, 0.0019, 0.0042, 0.01, -0.0001, 0.0208, 0.0171, 0.0168, 0.0148, 0.0021, 0.0101, 0.0101, 0.0183, 0.0371, 0.01, 0.0204, 0.0188, 0.0188, 0.0181, 0.0132, 0.0023, 0.0082, -0.0011, -0.0142, -0.0493, -0.0405, -0.0392, -0.0327, -0.0184, -0.0027, -0.0021, 0.0157, 0.0, -0.0073, -0.0194, -0.0161, -0.0071, -0.0071, -0.0054, -0.0065, -0.0101, -0.0152, -0.0152, -0.0256, -0.0354, -0.0386, -0.0514, -0.0274, -0.0251, -0.0142, -0.0088, 0.0057, -0.0061, -0.0068, -0.0068, 0.0102, 0.0037, 0.0303, 0.0391, 0.0346, 0.0266, 0.0197, 0.0374, 0.0504, 0.0602, 0.0749, 0.0856, 0.0977, 0.1016, 0.0888, 0.1009, 0.1073, 0.1157, 0.1078, 0.1078, 0.1042, 0.0856, 0.0973, 0.1127, 0.1431, 0.1439, 0.1308, 0.1333, 0.1571, 0.1316, 0.1054, 0.0955, 0.0657, 0.0632, 0.0742, 0.0797, 0.0611, 0.0416, 0.0426, 0.0528, 0.0483, 0.0153, 0.0024, -0.0015, -0.0035, -0.0092, -0.004, -0.0144, -0.0123, 0.0016, -0.0004, -0.0028, -0.0095, -0.0095, -0.0119, -0.0221, 0.0028, 0.015, 0.0046, -0.0063, -0.0008, -0.0077, -0.0096, 0.0169, -0.0, -0.015, -0.0114, 0.0084, 0.0332, 0.0348, 0.0401, 0.0212, 0.0256, 0.0268, 0.0, 0.0104, 0.0313, 0.0184, 0.021, -0.0004, 0.0035, -0.0082, -0.0049, -0.0129, -0.0071, -0.0147, -0.0068, -0.0001, 0.0072, 0.0072, -0.0032, 0.0284, 0.0174, 0.001, -0.0219, -0.0181, -0.0225, -0.0184, 0.0218, 0.0118, 0.0366, 0.0393, null, null]}
{"unit_id": "quote:2007134120108011615", "ticker_idx": 0, "ts": "2026-01-02T16:57:19+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "puts in $TSLA every month in 2026. These puts were opened at 492.9 (average) with peanut butter spreads 490 to 400 across the way. holding my equity short and all future months", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Active short in TSLA via monthly puts (avg entry 492.9, spreads 490–400) through 2026; holding equity short and future-month positions.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Just like last year, puts in $TSLA every month in 2026. These puts were opened at 492.9 (average) with peanut butter spreads 490 to 400 across the way.\n\nGoing ahead and closing out my January positions that are between $20 and $50 in the money; holding my equity short and all future months.", "reply_text": null, "parent_text": null, "quoted_text": "@RampCapitalLLC @Mindset4Money_X I shorted it at these levels almost exactly 1 year ago to the day and made more than you could ever dream of.\n\nI'll be doing it again.", "parent_author": null, "ret_m1d": 0.026593908968212343, "ret_signed_m1d": -0.026593908968212343, "alpha_spy_m1d": -0.028423594814807607, "alpha_c_m1d": -0.01763740978649131, "bench_spy_m1d": -0.0018296858465952637, "bench_c_m1d": 0.008956499181721034, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.031045280151877908, "ret_signed_p1d": -0.031045280151877908, "alpha_spy_p1d": -0.02438516633581478, "alpha_c_p1d": -0.014568727062441944, "bench_spy_p1d": 0.006660113816063129, "bench_c_p1d": 0.016476553089435964, "ret_p1w": 0.015842222305509024, "ret_signed_p1w": -0.015842222305509024, "alpha_spy_p1w": 0.00011279236315342445, "alpha_c_p1w": 0.03536183896284162, "bench_spy_p1w": 0.01595501466866245, "bench_c_p1w": 0.05120406126835064, "ret_p1m": -0.03711737734555942, "ret_signed_p1m": 0.03711737734555942, "alpha_spy_p1m": 0.055033857525933594, "alpha_c_p1m": 0.06770465725382546, "bench_spy_p1m": 0.017916480180374172, "bench_c_p1m": 0.03058727990826604, "ret_p3m": -0.12968246309669917, "ret_signed_p3m": 0.12968246309669917, "alpha_spy_p3m": 0.09141888011600263, "alpha_c_p3m": 0.059302845711254326, "bench_spy_p3m": -0.03826358298069654, "bench_c_p3m": -0.07037961738544485, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03711737734555942, "alpha_spy_stated": 0.055033857525933594, "alpha_c_stated": 0.06770465725382546, "price_path": [-0.0114, 0.0014, -0.0058, -0.0561, -0.005, -0.0202, -0.0067, -0.0213, 0.0028, 0.0214, 0.0103, 0.0021, 0.0249, -0.0099, 0.0328, 0.0513, 0.0535, 0.0046, 0.0422, 0.0692, 0.0141, 0.0548, 0.0179, -0.0195, 0.0163, 0.0035, -0.0171, -0.0824, -0.077, -0.0665, -0.0841, -0.0778, -0.0978, -0.1072, -0.0463, -0.0426, -0.0262, -0.0262, -0.018, -0.0181, -0.0202, 0.0198, 0.0376, 0.0386, 0.0034, 0.0162, 0.0305, 0.0201, 0.0477, 0.085, 0.1183, 0.0666, 0.1034, 0.0985, 0.1156, 0.1084, 0.108, 0.108, 0.0847, 0.0492, 0.0373, 0.0266, 0.0266, 0.0, 0.031, -0.0117, -0.0152, -0.0052, 0.0158, 0.0249, 0.0208, 0.0026, 0.0011, -0.0013, -0.0013, -0.043, -0.0151, 0.0258, 0.0251, -0.0066, -0.0164, -0.0151, -0.0491, -0.0175, -0.0371, -0.0368, -0.0732, -0.0933, -0.0615, -0.0474, -0.0294, -0.0224, -0.0479, -0.0471, -0.0471, -0.0626, -0.0611, -0.0602, -0.0599, -0.0873, -0.0655, -0.0472, -0.0673, -0.0812, -0.0793, -0.1042, -0.0733, -0.0742, -0.0944, -0.0899, -0.0886, -0.0691, -0.0983, -0.107, -0.097, -0.0886, -0.1034, -0.1319, -0.16, -0.1306, -0.1256, -0.119, -0.1506, -0.174, -0.189, -0.1514, -0.1297, -0.1769, -0.1769, -0.1946, -0.2087, -0.2164, -0.211, -0.2034, -0.1955, -0.1686, -0.1053, -0.1122, -0.0855, -0.104, -0.1179, -0.1154, -0.1469, -0.141, -0.1356, -0.1416, -0.149, -0.1288, -0.1079, -0.104, -0.1112, -0.0898, -0.06, -0.0222, 0.0158, -0.0105, 0.0164, 0.0119, -0.0361, -0.0641, -0.0775, -0.0475, -0.0462, -0.0275, -0.0275, -0.0102, 0.0052, 0.0092, -0.0052, -0.0507, -0.0327, -0.0328, -0.0448, -0.1074, -0.0665, -0.0945, -0.1289, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:1995598783380365523", "ticker_idx": 0, "ts": "2025-12-01T21:00:01+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the worm is really turning at $MSTR. For the first time, Saylor has sold $MSTR shares just to pay operating and debt costs... Now he's selling in order to keep the lights on, and $BTC shows no sign of recovering. Ruh roh...", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish MSTR as Saylor sells shares to cover operating/debt costs with BTC not recovering; also bearish BTC with no recovery in sight.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "We've been saying for years that Michael Saylor is either the most genius person of all time or someone who is going to go down as the worst businessman of all time, no in between.\n\nIt seems the worm is really turning at $MSTR.  For the first time, Saylor has sold $MSTR shares just to pay operating and debt costs.  Remember, his whole business strategy is to short his own company to raise money to buy Bitcoin.  Now he's selling in order to keep the lights on, and $BTC shows no sign of recovering.\n\nRuh roh...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05465175956564838, "ret_signed_m1d": 0.05465175956564838, "alpha_spy_m1d": 0.05280297462814343, "alpha_c_m1d": 0.05280297462814343, "bench_spy_m1d": -0.0018487849375049548, "bench_c_m1d": -0.0018487849375049548, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038934525380811325, "ret_signed_p1d": -0.038934525380811325, "alpha_spy_p1d": -0.035471757587550945, "alpha_c_p1d": -0.035471757587550945, "bench_spy_p1d": 0.0034627677932603795, "bench_c_p1d": 0.0034627677932603795, "ret_p1w": 0.04224344336160213, "ret_signed_p1w": -0.04224344336160213, "alpha_spy_p1w": -0.04002799970725679, "alpha_c_p1w": -0.04002799970725679, "bench_spy_p1w": 0.0022154436543453393, "bench_c_p1w": 0.0022154436543453393, "ret_p1m": -0.16202506251660376, "ret_signed_p1m": 0.16202506251660376, "alpha_spy_p1m": 0.16555384869341694, "alpha_c_p1m": 0.16555384869341694, "bench_spy_p1m": 0.003528786176813181, "bench_c_p1m": 0.003528786176813181, "ret_p3m": -0.28583246736711965, "ret_signed_p3m": 0.28583246736711965, "alpha_spy_p3m": 0.29535073311372007, "alpha_c_p3m": 0.29535073311372007, "bench_spy_p3m": 0.009518265746600418, "bench_c_p3m": 0.009518265746600418, "ret_p6m": -0.1496167463125575, "ret_signed_p6m": 0.1496167463125575, "alpha_spy_p6m": 0.2570266749010215, "alpha_c_p6m": 0.2570266749010215, "bench_spy_p6m": 0.10740992858846399, "bench_c_p6m": 0.10740992858846399, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16202506251660376, "alpha_spy_stated": 0.16555384869341694, "alpha_c_stated": 0.16555384869341694, "price_path": [0.8066, 0.8523, 0.8193, 0.8118, 0.8003, 0.7979, 0.8278, 0.8077, 0.848, 0.8183, 0.9253, 0.9012, 0.8526, 0.8076, 0.783, 0.6583, 0.7044, 0.8001, 0.7769, 0.8663, 0.943, 0.9392, 0.9836, 0.8111, 0.8243, 0.7663, 0.6809, 0.7398, 0.6581, 0.6366, 0.5653, 0.5986, 0.6357, 0.665, 0.5486, 0.5713, 0.5942, 0.6303, 0.5697, 0.5186, 0.4039, 0.4863, 0.4596, 0.3621, 0.4063, 0.3081, 0.3342, 0.3174, 0.2759, 0.2387, 0.1501, 0.1016, 0.0777, 0.1405, 0.0285, -0.0232, -0.0597, -0.0126, -0.0504, -0.0314, -0.0314, -0.0229, -0.0547, 0.0, 0.0389, 0.0258, -0.0129, 0.013, 0.0422, 0.0183, 0.0109, -0.0269, -0.1062, -0.0763, -0.1155, -0.1273, -0.091, -0.0938, -0.1293, -0.1247, -0.1247, -0.1242, -0.1431, -0.1418, -0.162, -0.162, -0.1333, -0.0916, -0.1288, -0.1075, -0.0792, -0.1324, -0.1053, -0.046, -0.011, -0.0575, -0.042, -0.042, -0.1164, -0.0966, -0.1122, -0.1005, -0.1144, -0.1089, -0.1262, -0.2103, -0.1744, -0.23, -0.2651, -0.2881, -0.41, -0.2559, -0.2365, -0.2665, -0.3047, -0.3217, -0.2617, -0.2617, -0.2904, -0.3095, -0.2861, -0.2773, -0.3178, -0.3128, -0.2519, -0.2643, -0.2858, -0.2409, -0.2683, -0.1924, -0.229, -0.2636, -0.2337, -0.2364, -0.2371, -0.2426, -0.2297, -0.1865, -0.1712, -0.2248, -0.2376, -0.2519, -0.2379, -0.2486, -0.2327, -0.2669, -0.305, -0.3303, -0.3118, -0.3229, -0.3392, -0.3392, -0.2958, -0.3177, -0.2925, -0.2894, -0.2906, -0.2701, -0.2422, -0.2084, -0.1786, -0.0817, -0.058, -0.0957, -0.0109, -0.0489, -0.0569, -0.0669, -0.0861, -0.1276, -0.0876, -0.0229, 0.0136, 0.0307, 0.0303, -0.0082, 0.0345, 0.0806, 0.017, -0.0182, 0.0311, -0.0216, -0.0811, -0.0921, -0.0856, -0.0909, -0.1182, -0.1182, -0.118, -0.1496]}
{"unit_id": "orig:2016587087433359642", "ticker_idx": 0, "ts": "2026-01-28T19:00:02+00:00", "symbol": "SILVER", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish USD on reserve-status erosion as institutions/nations shift to precious metals; precious metals rising as dollar distribution shrinks.", "resolved_tickers": ["SLV"], "resolution_method": "etf", "resolution_reason": "Silver commodity proxied by SLV ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Why Trump's destruction of the dollar sucks part 2:  Why MAGA's counterargument is stupid.\n\nFor this next one, I really tried to find any prominent account that mentioned the ONE thing people could use to even attempt to defend his currency devaluation trick, but I failed to locate a single account to say it.  Surprising since everybody is an expert on macro policy all of a sudden.\n\nAnyhow, what I'm talking about is what's known as The Triffin Dilemma.  What I was looking for were defenders of Trump's destruction of our economy on the premise that Triffin Dilemma put us in a situation where he deemed it a risk for trade deficits (something he is famously against, even though it's stupid to hate trade deficits).\n\nFor those who don't know, in 1960 Bob Triffin came up with a paradox that fit for the time that stated if you have a reserve currency (and not just the global reserve, but a regional reserve i.e. the yen in Japan or the Euro, for example), you have to distribute an ever growing amount of that currency globally to keep it stable and support international trade, but in so doing you create a scenario by which you inadvertently create consequential trade deficits.  Basically he argued that if you kept distributing currency, people would stop trusting the currency and it would drop.  However, if you stopped distributing the currency, it would create a liquidity gap by which the currency would falter. \n\nIt didn't gain a ton of traction back then (and in the 65 years since it was proposed, has not resulted in any of these outcomes), but it became a talking point of gold hawks once we went off the gold standard in '71 and, 15 years later, morphed from permanent creditor to permanent debtor.  Basically, if you find somebody who cares about the Triffin, you've found a Keynesian (another terrible school of monetary policy).  Ironically, people who harp about it today aren't actually practicing Keynes's philosophies, since what Keynes wanted was a central currency not tied to any nation.  Keynes had a globalist monetary policy, and yet people today who rail about the globalists try using his philosophies to fight globalism by....doing globalism?  For the record, this was Triffin's \"solution\", as well - he was 100% a globalist (which makes sense, cause he was Belgian)\n\nAnyhow, let's tear apart why this is dumb.  Reference the chart below.  You see, in 1960, we were a production-based industrial nation that was running what's commonly referred to as a dual engine economy.  Industrial production accounted for almost half of GDP value, with services also accounting for almost half.  I could go back a mere 10 years and production/services would be inverted in dominance; I'm starting at 1960 because that's when Triffin came up with his paradox.\n\nNow look at the 65 years since.  Services now make up over 82% of our economy, with production only 17.5%.  We're not a dual engine economy anymore; we're a services based economy.  And services based economies MUST, by definition, have trade deficits, rendering Triffin moot.  Once the golden age of manufacturing gave way to offshoring and global supply chains, trade deficit concerns stopped being relevant.  All of this is healthy for a nation that has become a debtor nation - a plan that has been in place since the advent of the Marshall plan in the 1940's (which was NOT about \"rebuilding Europe\", but rather about sprinkling US dollars all over the world to cement our anchor status for supposedly all time).\n\nNow here's why the Triffins (even though they didn't reference this paradox, because they're not smart enough to know that's what they're referencing; it's not their fault, the sum of their \"expertise\" came from reading 3 short Tweets on this dumpster of a site) are living on a prayer:  Check out the industrial line of the chart.  We've bottomed out at the current levels.  What we manufacture are highly refined goods that can't be found anywhere else in the world, and that isn't going to shift - that's our \"support\".  Our \"resistance\" lies just above that.  Note that even though we have spent enormous sums of money trying to bolster our industrial base in recent years (most notably the Beautifully Bloated Bill and the CHIPS Act, which are nothing but handouts of taxpayer money to corporations to try to spur industrial growth), the best it's been able to cause is....nothing.  No effect.\n\nSo if we can't change our industrial base, and it's not going to sink lower, then our current trade deficits are normalized and stable and not a concern.  And Triffin must invariably be discarded.\n\nSo now that we've established their unspoken counterargument sucks (remember the last post where I talked about how all of this work was just to create a .03% increase in export contributions), let's talk about the dangerous game we're playing by trying to correct something irrelevant.\n\nIn trying to cure Triffin, they are forgetting the core basis for Triffin's original thought:  That being, reserve currencies must be distributed globally.  The way we distribute our currency is by imports and global trade relations.  If we stop importing and participating in global trade using US dollars as the primary source of currency, then we lose our reserve status.  Our reserve status is what allows us to spend wildly beyond our means.  If we lose that status, we can't spend beyond our means, and that 40 trillion and counting we owe goes from becoming something us doomers academically say is something we shouldn't ignore to a major fucking situation and exigent threat.  At present, the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals.  We're signing our own death warrants.\n\nThe only way the gambit works is if we can somehow drastically improve the industrial line of the below chart while significantly harming the services line - but in harming the services line, we destroy our revenue and tax base, replaced with a less-good non-competitive industrial base that still can't compete globally because global labor costs are only 17% of that of the US.  Meaning everybody would have to start working for $1.13 an hour again, as well.  Non-existent industrial capacity can't pull us out of a fiscal tailspin by slightly improving its attractiveness on a global scale.  Also note that it's not really improving attractiveness because the rest of the world is decoupling from us in trade and doesn't trust us, so they aren't taking advantage of the weaker currency.\n\nIt's a fool's game that we can't win, and this administration is rushing headlong into it not because it thinks it can win it, but because the people closest to the administration who funded this absolute nightmare that we are in are uniquely positioned to consolidate power and profit greatly from the collapse.  \n\nAnd yes, I'm included in this segment: I am 100% benefitting from this economic policy, I'm just not greedy enough to obfuscate that it's happening.\n\nIronically, the people who will be hurt most by this policy are the ones who are touting it most loudly.  Enjoy your \"water soup\".\n\nTL:DR:  Oh, so you guys run around screaming about the evils of globalism while trying to do globalism?  How quaint.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03797350562664248, "ret_signed_m1d": -0.03797350562664248, "alpha_spy_m1d": -0.038074185665742166, "alpha_c_m1d": -0.038074185665742166, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": 0.00010068003909968759, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0002840793535070496, "ret_signed_p1d": -0.0002840793535070496, "alpha_spy_p1d": 0.001700303095462763, "alpha_c_p1d": 0.001700303095462763, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.0019843824489698125, "ret_p1w": -0.25018938021500015, "ret_signed_p1w": -0.25018938021500015, "alpha_spy_p1w": -0.2369168644311599, "alpha_c_p1w": -0.2369168644311599, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.013272515783840255, "ret_p1m": -0.23816289667885082, "ret_signed_p1m": -0.23816289667885082, "alpha_spy_p1m": -0.22936245798142174, "alpha_c_p1m": -0.22936245798142174, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.00880043869742908, "ret_p3m": -0.352935579371244, "ret_signed_p3m": -0.352935579371244, "alpha_spy_p3m": -0.3841442793235178, "alpha_c_p3m": -0.3841442793235178, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.031208699952273822, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.23816289667885082, "alpha_spy_stated": -0.22936245798142174, "alpha_c_stated": -0.22936245798142174, "price_path": [-0.5832, -0.5856, -0.5953, -0.5866, -0.5876, -0.5841, -0.5664, -0.5601, -0.5424, -0.5509, -0.5648, -0.5694, -0.5634, -0.5601, -0.5665, -0.571, -0.5584, -0.558, -0.5417, -0.5417, -0.5151, -0.5027, -0.4969, -0.4974, -0.5098, -0.4986, -0.5009, -0.4776, -0.469, -0.4544, -0.4688, -0.4497, -0.4533, -0.4294, -0.4383, -0.423, -0.4084, -0.386, -0.3824, -0.3824, -0.3265, -0.3749, -0.3468, -0.39, -0.39, -0.3774, -0.3458, -0.302, -0.328, -0.3399, -0.3146, -0.2687, -0.2557, -0.1992, -0.211, -0.2328, -0.2328, -0.1914, -0.2049, -0.1749, -0.1202, -0.0688, -0.038, 0.0, -0.0003, -0.2856, -0.314, -0.2712, -0.2502, -0.3685, -0.3353, -0.2799, -0.3048, -0.275, -0.3586, -0.3398, -0.3398, -0.3715, -0.3363, -0.3276, -0.2744, -0.237, -0.2511, -0.242, -0.2382, -0.1952, -0.2276, -0.2928, -0.2866, -0.2967, -0.2809, -0.2589, -0.2416, -0.2622, -0.2758, -0.3116, -0.3066, -0.3214, -0.3494, -0.378, -0.4174, -0.4084, -0.4039, -0.3825, -0.4245, -0.3992, -0.3985, -0.3547, -0.3547, -0.377, -0.377, -0.3741, -0.3756, -0.3611, -0.3524, -0.3458, -0.3534, -0.3178, -0.3197, -0.3254, -0.3027, -0.3168, -0.3514, -0.3336, -0.3525, -0.3486, -0.3529, -0.3731, -0.386, -0.3687, -0.3533, -0.3756, -0.3759, -0.3359, -0.322, -0.3086, -0.2614, -0.2562, -0.2486, -0.2849, -0.3462, -0.3377, -0.3665, -0.3491, -0.3423, -0.3527, -0.3527, -0.3398, -0.3608, -0.3527, -0.3529, -0.3592, -0.3562, -0.373, -0.3657, -0.417, -0.4169, -0.4412, -0.454, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016587087433359642", "ticker_idx": 1, "ts": "2026-01-28T19:00:02+00:00", "symbol": "GOLD", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish USD on reserve-status erosion as institutions/nations shift to precious metals; precious metals rising as dollar distribution shrinks.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity proxied by GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Why Trump's destruction of the dollar sucks part 2:  Why MAGA's counterargument is stupid.\n\nFor this next one, I really tried to find any prominent account that mentioned the ONE thing people could use to even attempt to defend his currency devaluation trick, but I failed to locate a single account to say it.  Surprising since everybody is an expert on macro policy all of a sudden.\n\nAnyhow, what I'm talking about is what's known as The Triffin Dilemma.  What I was looking for were defenders of Trump's destruction of our economy on the premise that Triffin Dilemma put us in a situation where he deemed it a risk for trade deficits (something he is famously against, even though it's stupid to hate trade deficits).\n\nFor those who don't know, in 1960 Bob Triffin came up with a paradox that fit for the time that stated if you have a reserve currency (and not just the global reserve, but a regional reserve i.e. the yen in Japan or the Euro, for example), you have to distribute an ever growing amount of that currency globally to keep it stable and support international trade, but in so doing you create a scenario by which you inadvertently create consequential trade deficits.  Basically he argued that if you kept distributing currency, people would stop trusting the currency and it would drop.  However, if you stopped distributing the currency, it would create a liquidity gap by which the currency would falter. \n\nIt didn't gain a ton of traction back then (and in the 65 years since it was proposed, has not resulted in any of these outcomes), but it became a talking point of gold hawks once we went off the gold standard in '71 and, 15 years later, morphed from permanent creditor to permanent debtor.  Basically, if you find somebody who cares about the Triffin, you've found a Keynesian (another terrible school of monetary policy).  Ironically, people who harp about it today aren't actually practicing Keynes's philosophies, since what Keynes wanted was a central currency not tied to any nation.  Keynes had a globalist monetary policy, and yet people today who rail about the globalists try using his philosophies to fight globalism by....doing globalism?  For the record, this was Triffin's \"solution\", as well - he was 100% a globalist (which makes sense, cause he was Belgian)\n\nAnyhow, let's tear apart why this is dumb.  Reference the chart below.  You see, in 1960, we were a production-based industrial nation that was running what's commonly referred to as a dual engine economy.  Industrial production accounted for almost half of GDP value, with services also accounting for almost half.  I could go back a mere 10 years and production/services would be inverted in dominance; I'm starting at 1960 because that's when Triffin came up with his paradox.\n\nNow look at the 65 years since.  Services now make up over 82% of our economy, with production only 17.5%.  We're not a dual engine economy anymore; we're a services based economy.  And services based economies MUST, by definition, have trade deficits, rendering Triffin moot.  Once the golden age of manufacturing gave way to offshoring and global supply chains, trade deficit concerns stopped being relevant.  All of this is healthy for a nation that has become a debtor nation - a plan that has been in place since the advent of the Marshall plan in the 1940's (which was NOT about \"rebuilding Europe\", but rather about sprinkling US dollars all over the world to cement our anchor status for supposedly all time).\n\nNow here's why the Triffins (even though they didn't reference this paradox, because they're not smart enough to know that's what they're referencing; it's not their fault, the sum of their \"expertise\" came from reading 3 short Tweets on this dumpster of a site) are living on a prayer:  Check out the industrial line of the chart.  We've bottomed out at the current levels.  What we manufacture are highly refined goods that can't be found anywhere else in the world, and that isn't going to shift - that's our \"support\".  Our \"resistance\" lies just above that.  Note that even though we have spent enormous sums of money trying to bolster our industrial base in recent years (most notably the Beautifully Bloated Bill and the CHIPS Act, which are nothing but handouts of taxpayer money to corporations to try to spur industrial growth), the best it's been able to cause is....nothing.  No effect.\n\nSo if we can't change our industrial base, and it's not going to sink lower, then our current trade deficits are normalized and stable and not a concern.  And Triffin must invariably be discarded.\n\nSo now that we've established their unspoken counterargument sucks (remember the last post where I talked about how all of this work was just to create a .03% increase in export contributions), let's talk about the dangerous game we're playing by trying to correct something irrelevant.\n\nIn trying to cure Triffin, they are forgetting the core basis for Triffin's original thought:  That being, reserve currencies must be distributed globally.  The way we distribute our currency is by imports and global trade relations.  If we stop importing and participating in global trade using US dollars as the primary source of currency, then we lose our reserve status.  Our reserve status is what allows us to spend wildly beyond our means.  If we lose that status, we can't spend beyond our means, and that 40 trillion and counting we owe goes from becoming something us doomers academically say is something we shouldn't ignore to a major fucking situation and exigent threat.  At present, the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals.  We're signing our own death warrants.\n\nThe only way the gambit works is if we can somehow drastically improve the industrial line of the below chart while significantly harming the services line - but in harming the services line, we destroy our revenue and tax base, replaced with a less-good non-competitive industrial base that still can't compete globally because global labor costs are only 17% of that of the US.  Meaning everybody would have to start working for $1.13 an hour again, as well.  Non-existent industrial capacity can't pull us out of a fiscal tailspin by slightly improving its attractiveness on a global scale.  Also note that it's not really improving attractiveness because the rest of the world is decoupling from us in trade and doesn't trust us, so they aren't taking advantage of the weaker currency.\n\nIt's a fool's game that we can't win, and this administration is rushing headlong into it not because it thinks it can win it, but because the people closest to the administration who funded this absolute nightmare that we are in are uniquely positioned to consolidate power and profit greatly from the collapse.  \n\nAnd yes, I'm included in this segment: I am 100% benefitting from this economic policy, I'm just not greedy enough to obfuscate that it's happening.\n\nIronically, the people who will be hurt most by this policy are the ones who are touting it most loudly.  Enjoy your \"water soup\".\n\nTL:DR:  Oh, so you guys run around screaming about the evils of globalism while trying to do globalism?  How quaint.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03732609096207995, "ret_signed_m1d": -0.03732609096207995, "alpha_spy_m1d": -0.03742677100117964, "alpha_c_m1d": -0.03742677100117964, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": 0.00010068003909968759, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0027094717415592218, "ret_signed_p1d": 0.0027094717415592218, "alpha_spy_p1d": 0.004693854190529034, "alpha_c_p1d": 0.004693854190529034, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.0019843824489698125, "ret_p1w": -0.08207294673702692, "ret_signed_p1w": -0.08207294673702692, "alpha_spy_p1w": -0.06880043095318666, "alpha_c_p1w": -0.06880043095318666, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.013272515783840255, "ret_p1m": -0.03453572196817645, "ret_signed_p1m": -0.03453572196817645, "alpha_spy_p1m": -0.025735283270747367, "alpha_c_p1m": -0.025735283270747367, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.00880043869742908, "ret_p3m": -0.1307626642457963, "ret_signed_p3m": -0.1307626642457963, "alpha_spy_p3m": -0.16197136419807012, "alpha_c_p3m": -0.16197136419807012, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.031208699952273822, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03453572196817645, "alpha_spy_stated": -0.025735283270747367, "alpha_c_stated": -0.025735283270747367, "price_path": [-0.2557, -0.2543, -0.2674, -0.2589, -0.2598, -0.2553, -0.2349, -0.2319, -0.2195, -0.2258, -0.2398, -0.2485, -0.2431, -0.2418, -0.2421, -0.2432, -0.2312, -0.2315, -0.2253, -0.2253, -0.2157, -0.2119, -0.217, -0.2177, -0.2172, -0.2186, -0.2207, -0.2167, -0.2133, -0.2049, -0.2004, -0.1997, -0.1995, -0.1926, -0.1941, -0.1932, -0.1746, -0.1636, -0.1671, -0.1671, -0.1574, -0.194, -0.1934, -0.1987, -0.1987, -0.1947, -0.1735, -0.1646, -0.1725, -0.168, -0.1619, -0.1463, -0.1475, -0.1387, -0.144, -0.1482, -0.1482, -0.1159, -0.103, -0.0865, -0.0739, -0.0604, -0.0373, 0.0, 0.0027, -0.1003, -0.1363, -0.0814, -0.0821, -0.1065, -0.0791, -0.0557, -0.065, -0.0545, -0.0873, -0.0646, -0.0646, -0.0937, -0.0734, -0.0708, -0.0525, -0.0269, -0.0403, -0.0427, -0.0345, -0.0219, -0.0092, -0.0534, -0.046, -0.0575, -0.0426, -0.0445, -0.0338, -0.037, -0.056, -0.0682, -0.069, -0.0714, -0.1007, -0.1378, -0.1641, -0.183, -0.1828, -0.1583, -0.1899, -0.1615, -0.1617, -0.13, -0.1147, -0.1317, -0.1317, -0.1353, -0.1269, -0.1214, -0.1145, -0.1161, -0.1197, -0.1, -0.1094, -0.1102, -0.0983, -0.1061, -0.1314, -0.1199, -0.1284, -0.124, -0.1308, -0.1469, -0.156, -0.1434, -0.1443, -0.1615, -0.1543, -0.1286, -0.1271, -0.1229, -0.1211, -0.1246, -0.1295, -0.1362, -0.1562, -0.1539, -0.1679, -0.156, -0.1568, -0.1633, -0.1633, -0.1629, -0.174, -0.1654, -0.1566, -0.1684, -0.167, -0.1753, -0.1684, -0.1988, -0.1967, -0.2098, -0.2426, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016587087433359642", "ticker_idx": 2, "ts": "2026-01-28T19:00:02+00:00", "symbol": "PLATINUM", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish USD on reserve-status erosion as institutions/nations shift to precious metals; precious metals rising as dollar distribution shrinks.", "resolved_tickers": ["PPLT"], "resolution_method": "etf", "resolution_reason": "Platinum commodity proxied by PPLT ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Why Trump's destruction of the dollar sucks part 2:  Why MAGA's counterargument is stupid.\n\nFor this next one, I really tried to find any prominent account that mentioned the ONE thing people could use to even attempt to defend his currency devaluation trick, but I failed to locate a single account to say it.  Surprising since everybody is an expert on macro policy all of a sudden.\n\nAnyhow, what I'm talking about is what's known as The Triffin Dilemma.  What I was looking for were defenders of Trump's destruction of our economy on the premise that Triffin Dilemma put us in a situation where he deemed it a risk for trade deficits (something he is famously against, even though it's stupid to hate trade deficits).\n\nFor those who don't know, in 1960 Bob Triffin came up with a paradox that fit for the time that stated if you have a reserve currency (and not just the global reserve, but a regional reserve i.e. the yen in Japan or the Euro, for example), you have to distribute an ever growing amount of that currency globally to keep it stable and support international trade, but in so doing you create a scenario by which you inadvertently create consequential trade deficits.  Basically he argued that if you kept distributing currency, people would stop trusting the currency and it would drop.  However, if you stopped distributing the currency, it would create a liquidity gap by which the currency would falter. \n\nIt didn't gain a ton of traction back then (and in the 65 years since it was proposed, has not resulted in any of these outcomes), but it became a talking point of gold hawks once we went off the gold standard in '71 and, 15 years later, morphed from permanent creditor to permanent debtor.  Basically, if you find somebody who cares about the Triffin, you've found a Keynesian (another terrible school of monetary policy).  Ironically, people who harp about it today aren't actually practicing Keynes's philosophies, since what Keynes wanted was a central currency not tied to any nation.  Keynes had a globalist monetary policy, and yet people today who rail about the globalists try using his philosophies to fight globalism by....doing globalism?  For the record, this was Triffin's \"solution\", as well - he was 100% a globalist (which makes sense, cause he was Belgian)\n\nAnyhow, let's tear apart why this is dumb.  Reference the chart below.  You see, in 1960, we were a production-based industrial nation that was running what's commonly referred to as a dual engine economy.  Industrial production accounted for almost half of GDP value, with services also accounting for almost half.  I could go back a mere 10 years and production/services would be inverted in dominance; I'm starting at 1960 because that's when Triffin came up with his paradox.\n\nNow look at the 65 years since.  Services now make up over 82% of our economy, with production only 17.5%.  We're not a dual engine economy anymore; we're a services based economy.  And services based economies MUST, by definition, have trade deficits, rendering Triffin moot.  Once the golden age of manufacturing gave way to offshoring and global supply chains, trade deficit concerns stopped being relevant.  All of this is healthy for a nation that has become a debtor nation - a plan that has been in place since the advent of the Marshall plan in the 1940's (which was NOT about \"rebuilding Europe\", but rather about sprinkling US dollars all over the world to cement our anchor status for supposedly all time).\n\nNow here's why the Triffins (even though they didn't reference this paradox, because they're not smart enough to know that's what they're referencing; it's not their fault, the sum of their \"expertise\" came from reading 3 short Tweets on this dumpster of a site) are living on a prayer:  Check out the industrial line of the chart.  We've bottomed out at the current levels.  What we manufacture are highly refined goods that can't be found anywhere else in the world, and that isn't going to shift - that's our \"support\".  Our \"resistance\" lies just above that.  Note that even though we have spent enormous sums of money trying to bolster our industrial base in recent years (most notably the Beautifully Bloated Bill and the CHIPS Act, which are nothing but handouts of taxpayer money to corporations to try to spur industrial growth), the best it's been able to cause is....nothing.  No effect.\n\nSo if we can't change our industrial base, and it's not going to sink lower, then our current trade deficits are normalized and stable and not a concern.  And Triffin must invariably be discarded.\n\nSo now that we've established their unspoken counterargument sucks (remember the last post where I talked about how all of this work was just to create a .03% increase in export contributions), let's talk about the dangerous game we're playing by trying to correct something irrelevant.\n\nIn trying to cure Triffin, they are forgetting the core basis for Triffin's original thought:  That being, reserve currencies must be distributed globally.  The way we distribute our currency is by imports and global trade relations.  If we stop importing and participating in global trade using US dollars as the primary source of currency, then we lose our reserve status.  Our reserve status is what allows us to spend wildly beyond our means.  If we lose that status, we can't spend beyond our means, and that 40 trillion and counting we owe goes from becoming something us doomers academically say is something we shouldn't ignore to a major fucking situation and exigent threat.  At present, the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals.  We're signing our own death warrants.\n\nThe only way the gambit works is if we can somehow drastically improve the industrial line of the below chart while significantly harming the services line - but in harming the services line, we destroy our revenue and tax base, replaced with a less-good non-competitive industrial base that still can't compete globally because global labor costs are only 17% of that of the US.  Meaning everybody would have to start working for $1.13 an hour again, as well.  Non-existent industrial capacity can't pull us out of a fiscal tailspin by slightly improving its attractiveness on a global scale.  Also note that it's not really improving attractiveness because the rest of the world is decoupling from us in trade and doesn't trust us, so they aren't taking advantage of the weaker currency.\n\nIt's a fool's game that we can't win, and this administration is rushing headlong into it not because it thinks it can win it, but because the people closest to the administration who funded this absolute nightmare that we are in are uniquely positioned to consolidate power and profit greatly from the collapse.  \n\nAnd yes, I'm included in this segment: I am 100% benefitting from this economic policy, I'm just not greedy enough to obfuscate that it's happening.\n\nIronically, the people who will be hurt most by this policy are the ones who are touting it most loudly.  Enjoy your \"water soup\".\n\nTL:DR:  Oh, so you guys run around screaming about the evils of globalism while trying to do globalism?  How quaint.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.030102824573489784, "ret_signed_m1d": -0.030102824573489784, "alpha_spy_m1d": -0.03020350461258947, "alpha_c_m1d": -0.03020350461258947, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": 0.00010068003909968759, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024596207475894638, "ret_signed_p1d": -0.024596207475894638, "alpha_spy_p1d": -0.022611825026924826, "alpha_c_p1d": -0.022611825026924826, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.0019843824489698125, "ret_p1w": -0.17845488116220987, "ret_signed_p1w": -0.17845488116220987, "alpha_spy_p1w": -0.1651823653783696, "alpha_c_p1w": -0.1651823653783696, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.013272515783840255, "ret_p1m": -0.15532715159243304, "ret_signed_p1m": -0.15532715159243304, "alpha_spy_p1m": -0.14652671289500396, "alpha_c_p1m": -0.14652671289500396, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.00880043869742908, "ret_p3m": -0.2658263990704438, "ret_signed_p3m": -0.2658263990704438, "alpha_spy_p3m": -0.29703509902271763, "alpha_c_p3m": -0.29703509902271763, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.031208699952273822, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15532715159243304, "alpha_spy_stated": -0.14652671289500396, "alpha_c_stated": -0.14652671289500396, "price_path": [-0.4145, -0.4198, -0.4301, -0.421, -0.4307, -0.4263, -0.4119, -0.4102, -0.3985, -0.4143, -0.4271, -0.4309, -0.4295, -0.4267, -0.4398, -0.4374, -0.4261, -0.4234, -0.4088, -0.4088, -0.3776, -0.3825, -0.3894, -0.3815, -0.3873, -0.3894, -0.3884, -0.3694, -0.3856, -0.3692, -0.3513, -0.3354, -0.3157, -0.2971, -0.2848, -0.2672, -0.2178, -0.1514, -0.1658, -0.1658, -0.1021, -0.2137, -0.1899, -0.2396, -0.2396, -0.2066, -0.1659, -0.1008, -0.1457, -0.1638, -0.1565, -0.1347, -0.1367, -0.1077, -0.1081, -0.1464, -0.1464, -0.086, -0.0769, -0.019, 0.0289, 0.0065, -0.0301, 0.0, -0.0246, -0.2044, -0.2061, -0.1736, -0.1785, -0.2586, -0.2197, -0.2062, -0.2245, -0.2071, -0.2595, -0.2373, -0.2373, -0.2538, -0.228, -0.2313, -0.1985, -0.195, -0.1939, -0.1546, -0.1553, -0.1241, -0.1443, -0.2214, -0.2036, -0.2172, -0.2111, -0.192, -0.1844, -0.1939, -0.2092, -0.2502, -0.217, -0.2144, -0.2502, -0.2709, -0.2892, -0.3061, -0.2997, -0.2844, -0.3251, -0.309, -0.2975, -0.273, -0.2721, -0.2626, -0.2626, -0.2671, -0.2743, -0.2449, -0.2186, -0.2405, -0.2329, -0.219, -0.2139, -0.2238, -0.2149, -0.2278, -0.2532, -0.2307, -0.2565, -0.2553, -0.2658, -0.2825, -0.3041, -0.2666, -0.2657, -0.2811, -0.2795, -0.2385, -0.2485, -0.2413, -0.2129, -0.2122, -0.2026, -0.238, -0.2697, -0.2723, -0.2894, -0.2776, -0.2719, -0.2874, -0.2874, -0.2764, -0.289, -0.2882, -0.2882, -0.2882, -0.285, -0.3115, -0.298, -0.34, -0.3506, -0.3625, -0.3829, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016587087433359642", "ticker_idx": 3, "ts": "2026-01-28T19:00:02+00:00", "symbol": "PALLADIUM", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish USD on reserve-status erosion as institutions/nations shift to precious metals; precious metals rising as dollar distribution shrinks.", "resolved_tickers": ["PALL"], "resolution_method": "etf", "resolution_reason": "Palladium commodity proxied by PALL ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Why Trump's destruction of the dollar sucks part 2:  Why MAGA's counterargument is stupid.\n\nFor this next one, I really tried to find any prominent account that mentioned the ONE thing people could use to even attempt to defend his currency devaluation trick, but I failed to locate a single account to say it.  Surprising since everybody is an expert on macro policy all of a sudden.\n\nAnyhow, what I'm talking about is what's known as The Triffin Dilemma.  What I was looking for were defenders of Trump's destruction of our economy on the premise that Triffin Dilemma put us in a situation where he deemed it a risk for trade deficits (something he is famously against, even though it's stupid to hate trade deficits).\n\nFor those who don't know, in 1960 Bob Triffin came up with a paradox that fit for the time that stated if you have a reserve currency (and not just the global reserve, but a regional reserve i.e. the yen in Japan or the Euro, for example), you have to distribute an ever growing amount of that currency globally to keep it stable and support international trade, but in so doing you create a scenario by which you inadvertently create consequential trade deficits.  Basically he argued that if you kept distributing currency, people would stop trusting the currency and it would drop.  However, if you stopped distributing the currency, it would create a liquidity gap by which the currency would falter. \n\nIt didn't gain a ton of traction back then (and in the 65 years since it was proposed, has not resulted in any of these outcomes), but it became a talking point of gold hawks once we went off the gold standard in '71 and, 15 years later, morphed from permanent creditor to permanent debtor.  Basically, if you find somebody who cares about the Triffin, you've found a Keynesian (another terrible school of monetary policy).  Ironically, people who harp about it today aren't actually practicing Keynes's philosophies, since what Keynes wanted was a central currency not tied to any nation.  Keynes had a globalist monetary policy, and yet people today who rail about the globalists try using his philosophies to fight globalism by....doing globalism?  For the record, this was Triffin's \"solution\", as well - he was 100% a globalist (which makes sense, cause he was Belgian)\n\nAnyhow, let's tear apart why this is dumb.  Reference the chart below.  You see, in 1960, we were a production-based industrial nation that was running what's commonly referred to as a dual engine economy.  Industrial production accounted for almost half of GDP value, with services also accounting for almost half.  I could go back a mere 10 years and production/services would be inverted in dominance; I'm starting at 1960 because that's when Triffin came up with his paradox.\n\nNow look at the 65 years since.  Services now make up over 82% of our economy, with production only 17.5%.  We're not a dual engine economy anymore; we're a services based economy.  And services based economies MUST, by definition, have trade deficits, rendering Triffin moot.  Once the golden age of manufacturing gave way to offshoring and global supply chains, trade deficit concerns stopped being relevant.  All of this is healthy for a nation that has become a debtor nation - a plan that has been in place since the advent of the Marshall plan in the 1940's (which was NOT about \"rebuilding Europe\", but rather about sprinkling US dollars all over the world to cement our anchor status for supposedly all time).\n\nNow here's why the Triffins (even though they didn't reference this paradox, because they're not smart enough to know that's what they're referencing; it's not their fault, the sum of their \"expertise\" came from reading 3 short Tweets on this dumpster of a site) are living on a prayer:  Check out the industrial line of the chart.  We've bottomed out at the current levels.  What we manufacture are highly refined goods that can't be found anywhere else in the world, and that isn't going to shift - that's our \"support\".  Our \"resistance\" lies just above that.  Note that even though we have spent enormous sums of money trying to bolster our industrial base in recent years (most notably the Beautifully Bloated Bill and the CHIPS Act, which are nothing but handouts of taxpayer money to corporations to try to spur industrial growth), the best it's been able to cause is....nothing.  No effect.\n\nSo if we can't change our industrial base, and it's not going to sink lower, then our current trade deficits are normalized and stable and not a concern.  And Triffin must invariably be discarded.\n\nSo now that we've established their unspoken counterargument sucks (remember the last post where I talked about how all of this work was just to create a .03% increase in export contributions), let's talk about the dangerous game we're playing by trying to correct something irrelevant.\n\nIn trying to cure Triffin, they are forgetting the core basis for Triffin's original thought:  That being, reserve currencies must be distributed globally.  The way we distribute our currency is by imports and global trade relations.  If we stop importing and participating in global trade using US dollars as the primary source of currency, then we lose our reserve status.  Our reserve status is what allows us to spend wildly beyond our means.  If we lose that status, we can't spend beyond our means, and that 40 trillion and counting we owe goes from becoming something us doomers academically say is something we shouldn't ignore to a major fucking situation and exigent threat.  At present, the rise in $SILVER, $GOLD, $PLATINUM $PALLADIUM etc. is largely driven by institutions and nation states moving away from US dollars (lowering distribution) towards these metals.  We're signing our own death warrants.\n\nThe only way the gambit works is if we can somehow drastically improve the industrial line of the below chart while significantly harming the services line - but in harming the services line, we destroy our revenue and tax base, replaced with a less-good non-competitive industrial base that still can't compete globally because global labor costs are only 17% of that of the US.  Meaning everybody would have to start working for $1.13 an hour again, as well.  Non-existent industrial capacity can't pull us out of a fiscal tailspin by slightly improving its attractiveness on a global scale.  Also note that it's not really improving attractiveness because the rest of the world is decoupling from us in trade and doesn't trust us, so they aren't taking advantage of the weaker currency.\n\nIt's a fool's game that we can't win, and this administration is rushing headlong into it not because it thinks it can win it, but because the people closest to the administration who funded this absolute nightmare that we are in are uniquely positioned to consolidate power and profit greatly from the collapse.  \n\nAnd yes, I'm included in this segment: I am 100% benefitting from this economic policy, I'm just not greedy enough to obfuscate that it's happening.\n\nIronically, the people who will be hurt most by this policy are the ones who are touting it most loudly.  Enjoy your \"water soup\".\n\nTL:DR:  Oh, so you guys run around screaming about the evils of globalism while trying to do globalism?  How quaint.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05873804944640615, "ret_signed_m1d": -0.05873804944640615, "alpha_spy_m1d": -0.058838729485505836, "alpha_c_m1d": -0.058838729485505836, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": 0.00010068003909968759, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018503570007626924, "ret_signed_p1d": -0.018503570007626924, "alpha_spy_p1d": -0.01651918755865711, "alpha_c_p1d": -0.01651918755865711, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.0019843824489698125, "ret_p1w": -0.13775477227030408, "ret_signed_p1w": -0.13775477227030408, "alpha_spy_p1w": -0.12448225648646383, "alpha_c_p1w": -0.12448225648646383, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.013272515783840255, "ret_p1m": -0.1262976506298631, "ret_signed_p1m": -0.1262976506298631, "alpha_spy_p1m": -0.11749721193243401, "alpha_c_p1m": -0.11749721193243401, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.00880043869742908, "ret_p3m": -0.28142647027743195, "ret_signed_p3m": -0.28142647027743195, "alpha_spy_p3m": -0.31263517022970577, "alpha_c_p3m": -0.31263517022970577, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.031208699952273822, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1262976506298631, "alpha_spy_stated": -0.11749721193243401, "alpha_c_stated": -0.11749721193243401, "price_path": [-0.2918, -0.2954, -0.3164, -0.3028, -0.3253, -0.3196, -0.3014, -0.2888, -0.2777, -0.3007, -0.312, -0.3206, -0.3112, -0.3209, -0.3262, -0.3292, -0.3158, -0.318, -0.3032, -0.3032, -0.2877, -0.3007, -0.2796, -0.2756, -0.2885, -0.2846, -0.2797, -0.261, -0.2767, -0.2659, -0.2658, -0.2287, -0.2141, -0.196, -0.1719, -0.1606, -0.1367, -0.0899, -0.1582, -0.1582, -0.0538, -0.1875, -0.209, -0.218, -0.218, -0.1986, -0.1682, -0.1105, -0.1379, -0.1286, -0.1059, -0.0886, -0.1052, -0.0847, -0.1097, -0.1227, -0.1227, -0.0881, -0.0922, -0.0538, -0.0063, -0.0115, -0.0587, 0.0, -0.0185, -0.1724, -0.1601, -0.1409, -0.1378, -0.1928, -0.1669, -0.1499, -0.1658, -0.1609, -0.2093, -0.1745, -0.1745, -0.1742, -0.1574, -0.1775, -0.1415, -0.1418, -0.1248, -0.126, -0.1263, -0.1265, -0.1342, -0.1935, -0.1843, -0.205, -0.2055, -0.1758, -0.1889, -0.1972, -0.2091, -0.2429, -0.2139, -0.2155, -0.272, -0.2922, -0.3117, -0.3037, -0.3106, -0.3048, -0.3417, -0.3253, -0.3109, -0.2754, -0.2757, -0.2614, -0.2614, -0.2729, -0.2841, -0.2339, -0.2381, -0.2527, -0.2289, -0.2229, -0.2316, -0.2397, -0.2332, -0.2378, -0.2571, -0.2432, -0.2856, -0.2661, -0.2814, -0.2869, -0.29, -0.2548, -0.2561, -0.2769, -0.2724, -0.248, -0.2739, -0.2754, -0.2608, -0.2682, -0.2643, -0.2947, -0.3074, -0.3123, -0.3397, -0.3274, -0.3217, -0.3405, -0.3405, -0.3239, -0.3225, -0.3311, -0.336, -0.3325, -0.329, -0.3618, -0.358, -0.3989, -0.407, -0.4002, -0.4048, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019529307039641716", "ticker_idx": 0, "ts": "2026-02-05T21:51:22+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSTR is functionally fucking bankrupt - your liabilities exceed your liquidatable assets", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSTR deemed functionally bankrupt with liabilities exceeding liquidatable assets; BTC force liquidation risk seen sending price to 4-digit levels.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "He's scared.  Wait till you see the white of his eyes.\n\nBro, you just lost $43 a share in a quarter on a company that's only trading at about $100. $MSTR is functionally fucking bankrupt - your liabilities exceed your liquidatable assets.  And Bitcoin is now less than 20K away from your entire company's stash being force liquidated and sending the price of the tokens to 4 digits.\n\nHODL isn't going to save you - you've got to find new injections of capital.  And your big problem is, anyone not already in crypto no longer trusts it and won't put any money in it (largely because of you).  So where's the money coming from, homie?  Your little crew is tapped the fuck out.", "reply_text": null, "parent_text": null, "quoted_text": "HODL", "parent_author": null, "ret_m1d": -0.20707030555576922, "ret_signed_m1d": 0.20707030555576922, "alpha_spy_m1d": 0.18824671880249255, "alpha_c_m1d": 0.18824671880249255, "bench_spy_m1d": -0.018823586753276667, "bench_c_m1d": -0.018823586753276667, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.026013562263055068, "ret_signed_p1d": -0.026013562263055068, "alpha_spy_p1d": -0.02119173016004461, "alpha_c_p1d": -0.02119173016004461, "bench_spy_p1d": 0.004821832103010459, "bench_c_p1d": 0.004821832103010459, "ret_p1w": -0.007781722744858777, "ret_signed_p1w": 0.007781722744858777, "alpha_spy_p1w": -0.005061785492249449, "alpha_c_p1w": -0.005061785492249449, "bench_spy_p1w": -0.012843508237108225, "bench_c_p1w": -0.012843508237108225, "ret_p1m": 0.02979325939874955, "ret_signed_p1m": -0.02979325939874955, "alpha_spy_p1m": -0.04767562693594729, "alpha_c_p1m": -0.04767562693594729, "bench_spy_p1m": -0.01788236753719774, "bench_c_p1m": -0.01788236753719774, "ret_p3m": 0.3845699063596799, "ret_signed_p3m": -0.3845699063596799, "alpha_spy_p3m": -0.31910098050694646, "alpha_c_p3m": -0.31910098050694646, "bench_spy_p3m": 0.06546892585273345, "bench_c_p3m": 0.06546892585273345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.02979325939874955, "alpha_spy_stated": -0.04767562693594729, "alpha_c_stated": -0.04767562693594729, "price_path": [0.7146, 0.6646, 0.5455, 0.4804, 0.4483, 0.5326, 0.3822, 0.3128, 0.2636, 0.3269, 0.2761, 0.3017, 0.3017, 0.3131, 0.2704, 0.3439, 0.3962, 0.3786, 0.3265, 0.3614, 0.4007, 0.3684, 0.3585, 0.3077, 0.2012, 0.2414, 0.1886, 0.1728, 0.2215, 0.2178, 0.1701, 0.1762, 0.1762, 0.177, 0.1516, 0.1533, 0.1261, 0.1261, 0.1648, 0.2208, 0.1708, 0.1994, 0.2375, 0.166, 0.2023, 0.2821, 0.3291, 0.2667, 0.2874, 0.2874, 0.1875, 0.214, 0.1931, 0.2088, 0.1901, 0.1975, 0.1743, 0.0612, 0.1095, 0.0348, -0.0124, -0.0433, -0.2071, 0.0, 0.026, -0.0143, -0.0657, -0.0884, -0.0078, -0.0078, -0.0464, -0.0721, -0.0406, -0.0288, -0.0832, -0.0765, 0.0053, -0.0113, -0.0402, 0.0202, -0.0167, 0.0853, 0.0362, -0.0104, 0.0298, 0.0262, 0.0252, 0.0179, 0.0351, 0.0933, 0.1138, 0.0417, 0.0245, 0.0054, 0.0242, 0.0098, 0.0311, -0.0148, -0.066, -0.1, -0.0751, -0.09, -0.1119, -0.1119, -0.0537, -0.0831, -0.0491, -0.045, -0.0466, -0.019, 0.0184, 0.0638, 0.1038, 0.2341, 0.2659, 0.2152, 0.3293, 0.2782, 0.2675, 0.254, 0.2281, 0.1724, 0.2262, 0.3131, 0.3622, 0.3852, 0.3846, 0.3328, 0.3903, 0.4522, 0.3668, 0.3194, 0.3857, 0.3149, 0.2349, 0.2201, 0.2289, 0.2217, 0.185, 0.185, 0.1853, 0.1428, 0.1238, 0.1791, 0.1101, 0.0085, -0.0621, -0.0412, -0.1074, -0.0573, -0.1327, -0.1451, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019529307039641716", "ticker_idx": 1, "ts": "2026-02-05T21:51:22+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "kept_implicit_alias_present", "polarity_reversed": false, "quote": "Bitcoin is now less than 20K away from your entire company's stash being force liquidated and sending the price of the tokens to 4 digits", "tweet_type": "analysis", "timeline": "unspecified", "summary": "MSTR deemed functionally bankrupt with liabilities exceeding liquidatable assets; BTC force liquidation risk seen sending price to 4-digit levels.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "He's scared.  Wait till you see the white of his eyes.\n\nBro, you just lost $43 a share in a quarter on a company that's only trading at about $100. $MSTR is functionally fucking bankrupt - your liabilities exceed your liquidatable assets.  And Bitcoin is now less than 20K away from your entire company's stash being force liquidated and sending the price of the tokens to 4 digits.\n\nHODL isn't going to save you - you've got to find new injections of capital.  And your big problem is, anyone not already in crypto no longer trusts it and won't put any money in it (largely because of you).  So where's the money coming from, homie?  Your little crew is tapped the fuck out.", "reply_text": null, "parent_text": null, "quoted_text": "HODL", "parent_author": null, "ret_m1d": 0.16454960606444025, "ret_signed_m1d": -0.16454960606444025, "alpha_spy_m1d": -0.1833731928177169, "alpha_c_m1d": null, "bench_spy_m1d": -0.018823586753276667, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.1252476912623226, "ret_signed_p1d": -0.1252476912623226, "alpha_spy_p1d": -0.12042585915931214, "alpha_c_p1d": null, "bench_spy_p1d": 0.004821832103010459, "bench_c_p1d": null, "ret_p1w": 0.05613442333374885, "ret_signed_p1w": -0.05613442333374885, "alpha_spy_p1w": -0.06897793157085708, "alpha_c_p1w": null, "bench_spy_p1w": -0.012843508237108225, "bench_c_p1w": null, "ret_p1m": 0.08667005944590289, "ret_signed_p1m": -0.08667005944590289, "alpha_spy_p1m": -0.10455242698310063, "alpha_c_p1m": null, "bench_spy_p1m": -0.01788236753719774, "bench_c_p1m": null, "ret_p3m": 0.29065944701187174, "ret_signed_p3m": -0.29065944701187174, "alpha_spy_p3m": -0.2251905211591383, "alpha_c_p3m": null, "bench_spy_p3m": 0.06546892585273345, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08667005944590289, "alpha_spy_stated": -0.10455242698310063, "alpha_c_stated": null, "price_path": [0.6905, 0.6426, 0.6214, 0.59, 0.5055, 0.4688, 0.4824, 0.4587, 0.3816, 0.3571, 0.4078, 0.393, 0.4436, 0.4559, 0.45, 0.3767, 0.4569, 0.4916, 0.4695, 0.4256, 0.4456, 0.4783, 0.4676, 0.4754, 0.4397, 0.3783, 0.401, 0.3739, 0.363, 0.4051, 0.4113, 0.3941, 0.3973, 0.3913, 0.3923, 0.3897, 0.4103, 0.3956, 0.4151, 0.4345, 0.4973, 0.4948, 0.4562, 0.4517, 0.4435, 0.4544, 0.5202, 0.5459, 0.5239, 0.5235, 0.4761, 0.4084, 0.4254, 0.4268, 0.4274, 0.4077, 0.421, 0.4224, 0.3486, 0.3417, 0.255, 0.2062, 0.1645, 0.0, 0.1252, 0.1183, 0.0972, 0.0684, 0.0561, 0.0982, 0.0979, 0.0764, 0.0594, 0.0679, 0.0846, 0.0305, 0.022, 0.0839, 0.0758, 0.0507, 0.0969, 0.0892, 0.1596, 0.1298, 0.0867, 0.0909, 0.1152, 0.1197, 0.1243, 0.1318, 0.1939, 0.1789, 0.1363, 0.115, 0.1247, 0.131, 0.1246, 0.1373, 0.0971, 0.058, 0.0636, 0.0882, 0.0857, 0.0668, 0.0674, 0.0982, 0.1473, 0.1343, 0.1446, 0.1639, 0.1879, 0.1831, 0.193, 0.1986, 0.2301, 0.21, 0.2177, 0.2472, 0.2483, 0.2353, 0.2339, 0.2177, 0.2085, 0.2169, 0.2468, 0.2731, 0.2907, 0.2986, 0.276, 0.2789, 0.3034, 0.2835, 0.2643, 0.2926, 0.261, 0.2273, 0.2241, 0.2353, 0.2366, 0.2039, 0.2325, 0.2093, 0.1857, 0.1728, 0.1702, 0.1374, 0.0638, 0.0209, 0.0175, -0.0284, 0.0062, -0.0169, -0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2040489577048318390", "ticker_idx": 0, "ts": "2026-04-04T18:00:00+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I have significant $CRWV investments", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses significant long position in CRWV; warns against leveraged ETFs on it but holds substantial direct equity.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "I don't know who needs to hear it, but any of you who buy these multi-leveraged single-ticker \"ETFs\" aren't investing.  You aren't even trading.  You're merely gambling.  And you shouldn't be in the markets.\n\nThere's not a lot I'm permitted say about $CRWV because of a professional entanglement I have and a certain amount of non-public information that finds its way to me, but in no way should people be buying EOD-resolving leveraged funds centered around it\n\nDisclosure:  I have significant $CRWV investments", "reply_text": null, "parent_text": null, "quoted_text": "Seek to maximize your trading strategy with the T-REX 2X Long CRWV Daily Target ETF.", "parent_author": null, "ret_m1d": 0.016061222920080498, "ret_signed_m1d": 0.016061222920080498, "alpha_spy_m1d": 0.020765782767704244, "alpha_c_m1d": 0.020765782767704244, "bench_spy_m1d": -0.004704559847623746, "bench_c_m1d": -0.004704559847623746, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.053125714018554815, "ret_signed_p1d": 0.053125714018554815, "alpha_spy_p1d": 0.05268563991270603, "alpha_c_p1d": 0.05268563991270603, "bench_spy_p1d": 0.0004400741058487867, "bench_c_p1d": 0.0004400741058487867, "ret_p1w": 0.3623671030019131, "ret_signed_p1w": 0.3623671030019131, "alpha_spy_p1w": 0.3211336135384506, "alpha_c_p1w": 0.3211336135384506, "bench_spy_p1w": 0.0412334894634625, "bench_c_p1w": 0.0412334894634625, "ret_p1m": 0.5800592479871747, "ret_signed_p1m": 0.5800592479871747, "alpha_spy_p1m": 0.4816572514531172, "alpha_c_p1m": 0.4816572514531172, "bench_spy_p1m": 0.09840199653405746, "bench_c_p1m": 0.09840199653405746, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5800592479871747, "alpha_spy_stated": 0.4816572514531172, "alpha_c_stated": 0.4816572514531172, "price_path": [-0.0465, -0.0476, -0.0099, 0.1111, 0.0808, 0.1095, 0.1738, 0.2507, 0.2507, 0.1764, 0.162, 0.134, 0.1488, 0.2146, 0.3449, 0.3099, 0.2297, 0.1513, 0.0988, 0.1127, 0.0188, -0.0777, 0.1113, 0.1958, 0.1751, 0.1756, 0.1824, 0.1866, 0.1866, 0.1243, 0.1793, 0.2001, 0.1027, 0.1223, 0.2268, 0.2109, 0.2062, -0.017, -0.0357, -0.0885, -0.0178, -0.0756, -0.0982, -0.0807, -0.0744, 0.0126, -0.0133, 0.0021, 0.0608, 0.0146, 0.0232, -0.0035, 0.0065, 0.0126, 0.0257, 0.082, -0.0061, -0.0757, -0.1457, -0.0429, -0.0309, 0.0161, 0.0161, 0.0, 0.0531, 0.0983, 0.1366, 0.2602, 0.3624, 0.448, 0.4664, 0.4771, 0.4437, 0.4508, 0.4228, 0.514, 0.4507, 0.3608, 0.3845, 0.3038, 0.4108, 0.3788, 0.4703, 0.5497, 0.5801, 0.7047, 0.5918, 0.4103, 0.4171, 0.3312, 0.3752, 0.4111, 0.3257, 0.2821, 0.2331, 0.2513, 0.3291, 0.3033, 0.3033, 0.3083, 0.2882, 0.3202, 0.3532, 0.5421, 0.4736, 0.3705, 0.3347, 0.2403, 0.2648, 0.2163, 0.1812, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2014750538223780126", "ticker_idx": 0, "ts": "2026-01-23T17:22:15+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT 4/17 510c. I paid just under 11, I think it's probably right around that same level right now, I can't check. I went heavy.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holds a heavy long position in MSFT April 17 $510 calls, paid ~$11.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$MSFT 4/17 510c.  I paid just under 11, I think it's probably right around that same level right now, I can't check.  \n\nI went heavy.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03178449316034937, "ret_signed_m1d": -0.03178449316034937, "alpha_spy_m1d": -0.031421844482383166, "alpha_c_m1d": -0.031421844482383166, "bench_spy_m1d": -0.00036264867796620415, "bench_c_m1d": -0.00036264867796620415, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.009292883148952935, "ret_signed_p1d": 0.009292883148952935, "alpha_spy_p1d": 0.004214736088343107, "alpha_c_p1d": 0.004214736088343107, "bench_spy_p1d": 0.005078147060609828, "bench_c_p1d": 0.005078147060609828, "ret_p1w": -0.0765317349883955, "ret_signed_p1w": -0.0765317349883955, "alpha_spy_p1w": -0.08050719564278996, "alpha_c_p1w": -0.08050719564278996, "bench_spy_p1w": 0.003975460654394469, "bench_c_p1w": 0.003975460654394469, "ret_p1m": -0.1729852399487729, "ret_signed_p1m": -0.1729852399487729, "alpha_spy_p1m": -0.1630612398876803, "alpha_c_p1m": -0.1630612398876803, "bench_spy_p1m": -0.00992400006109262, "bench_c_p1m": -0.00992400006109262, "ret_p3m": -0.06876675637609864, "ret_signed_p3m": -0.06876675637609864, "alpha_spy_p3m": -0.10347562691904522, "alpha_c_p3m": -0.10347562691904522, "bench_spy_p3m": 0.03470887054294658, "bench_c_p3m": 0.03470887054294658, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1729852399487729, "alpha_spy_stated": -0.1630612398876803, "alpha_c_stated": -0.1630612398876803, "price_path": [0.1612, 0.1601, 0.1263, 0.1092, 0.1076, 0.1018, 0.0864, 0.0649, 0.0643, 0.0839, 0.0897, 0.0949, 0.0781, 0.0929, 0.0871, 0.0578, 0.0435, 0.0268, 0.0132, 0.0173, 0.0237, 0.042, 0.042, 0.0559, 0.0446, 0.0516, 0.0253, 0.032, 0.0369, 0.0538, 0.056, 0.0271, 0.0376, 0.027, 0.019, 0.0224, 0.0218, 0.0387, 0.0429, 0.0407, 0.0449, 0.0474, 0.0474, 0.0467, 0.0454, 0.0462, 0.0379, 0.0379, 0.015, 0.0148, 0.027, 0.0376, 0.0261, 0.0286, 0.0241, 0.0101, -0.0141, -0.0199, -0.0131, -0.0131, -0.0245, -0.0469, -0.0318, 0.0, 0.0093, 0.0314, 0.0337, -0.0696, -0.0765, -0.0914, -0.1175, -0.1111, -0.1551, -0.1391, -0.1124, -0.1131, -0.1322, -0.1376, -0.1387, -0.1387, -0.1483, -0.1424, -0.1429, -0.1455, -0.173, -0.1632, -0.1383, -0.1359, -0.1552, -0.1427, -0.1311, -0.1284, -0.1166, -0.1203, -0.1193, -0.1272, -0.1291, -0.1356, -0.1492, -0.1397, -0.1408, -0.1572, -0.1632, -0.1786, -0.1761, -0.1982, -0.2019, -0.2128, -0.2326, -0.2279, -0.2037, -0.2055, -0.1967, -0.1967, -0.1979, -0.1992, -0.1948, -0.1975, -0.2022, -0.1732, -0.1544, -0.1154, -0.096, -0.0906, -0.1007, -0.0876, -0.0688, -0.1057, -0.0866, -0.0862, -0.0767, -0.087, -0.1228, -0.1085, -0.1103, -0.1151, -0.1096, -0.0949, -0.1071, -0.1123, -0.1229, -0.1284, -0.1193, -0.0924, -0.0889, -0.1021, -0.0943, -0.0966, -0.0977, -0.0977, -0.1032, -0.1104, -0.0795, -0.0294, -0.0073, -0.0487, -0.0788, -0.0772, -0.1018, -0.1124, -0.1304, -0.1434, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036529734838886589", "ticker_idx": 0, "ts": "2026-03-24T19:45:00+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT (most so)", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish all three with MSFT as top pick, GOOGL moderate, META less so; minimum 6-month horizon.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$META (less so), $MSFT (most so), $GOOGL (so so). Nothing &lt; 6 months out.\n\nThis post is being written at the equivalent of 1pm EDT, but I suspect all 3 are at the same level as you read this right now because this largely isn't a tradable market. He's getting ready to retreat. https://t.co/MbgKmOB169", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.027525965643455663, "ret_signed_m1d": 0.027525965643455663, "alpha_spy_m1d": 0.024157809497063587, "alpha_c_m1d": 0.024157809497063587, "bench_spy_m1d": 0.003368156146392076, "bench_c_m1d": 0.003368156146392076, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004560720873527657, "ret_signed_p1d": -0.004560720873527657, "alpha_spy_p1d": -0.010133479820913616, "alpha_c_p1d": -0.010133479820913616, "bench_spy_p1d": 0.0055727589473859585, "bench_c_p1d": 0.0055727589473859585, "ret_p1w": -0.006894824692778578, "ret_signed_p1w": -0.006894824692778578, "alpha_spy_p1w": -0.0025469177572362556, "alpha_c_p1w": -0.0025469177572362556, "bench_spy_p1w": -0.004347906935542323, "bench_c_p1w": -0.004347906935542323, "ret_p1m": 0.16145307993478908, "ret_signed_p1m": 0.16145307993478908, "alpha_spy_p1m": 0.0726107547754522, "alpha_c_p1m": 0.0726107547754522, "bench_spy_p1m": 0.08884232515933688, "bench_c_p1m": 0.08884232515933688, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16145307993478908, "alpha_spy_stated": 0.0726107547754522, "alpha_c_stated": 0.0726107547754522, "price_path": [0.3063, 0.3055, 0.3038, 0.3049, 0.2945, 0.2945, 0.2659, 0.2657, 0.2808, 0.2941, 0.2798, 0.2829, 0.2773, 0.2599, 0.2296, 0.2224, 0.2309, 0.2309, 0.2166, 0.1888, 0.2076, 0.2472, 0.2588, 0.2864, 0.2892, 0.1604, 0.1518, 0.1332, 0.1007, 0.1087, 0.0537, 0.0737, 0.1071, 0.1062, 0.0824, 0.0756, 0.0742, 0.0742, 0.0623, 0.0696, 0.069, 0.0657, 0.0315, 0.0436, 0.0747, 0.0777, 0.0537, 0.0692, 0.0837, 0.0871, 0.1018, 0.0972, 0.0984, 0.0886, 0.0862, 0.0781, 0.0612, 0.073, 0.0716, 0.0511, 0.0437, 0.0245, 0.0275, 0.0, -0.0046, -0.0182, -0.0428, -0.037, -0.0069, -0.009, 0.0019, 0.0019, 0.0004, -0.0012, 0.0043, 0.0009, -0.005, 0.0312, 0.0546, 0.1032, 0.1275, 0.1343, 0.1216, 0.138, 0.1615, 0.1154, 0.1392, 0.1397, 0.1516, 0.1388, 0.094, 0.1119, 0.1097, 0.1037, 0.1106, 0.1289, 0.1137, 0.1071, 0.094, 0.0871, 0.0984, 0.1319, 0.1363, 0.1199, 0.1296, 0.1268, 0.1254, 0.1254, 0.1186, 0.1095, 0.148, 0.2105, 0.2382, 0.1865, 0.149, 0.1509, 0.1203, 0.107, 0.0846, 0.0684, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036529734838886589", "ticker_idx": 1, "ts": "2026-03-24T19:45:00+00:00", "symbol": "GOOGL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$GOOGL (so so)", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish all three with MSFT as top pick, GOOGL moderate, META less so; minimum 6-month horizon.", "resolved_tickers": ["GOOGL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META (less so), $MSFT (most so), $GOOGL (so so). Nothing &lt; 6 months out.\n\nThis post is being written at the equivalent of 1pm EDT, but I suspect all 3 are at the same level as you read this right now because this largely isn't a tradable market. He's getting ready to retreat. https://t.co/MbgKmOB169", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04000827633452997, "ret_signed_m1d": 0.04000827633452997, "alpha_spy_m1d": 0.03664012018813789, "alpha_c_m1d": 0.025790676495562215, "bench_spy_m1d": 0.003368156146392076, "bench_c_m1d": 0.014217599838967754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0016870180877650576, "ret_signed_p1d": 0.0016870180877650576, "alpha_spy_p1d": -0.003885740859620901, "alpha_c_p1d": -0.0011025544457547998, "bench_spy_p1d": 0.0055727589473859585, "bench_c_p1d": 0.0027895725335198573, "ret_p1w": -0.009916041254247387, "ret_signed_p1w": -0.009916041254247387, "alpha_spy_p1w": -0.005568134318705065, "alpha_c_p1w": -0.007486484431252882, "bench_spy_p1w": -0.004347906935542323, "bench_c_p1w": -0.0024295568229945053, "ret_p1m": 0.16829640295908388, "ret_signed_p1m": 0.16829640295908388, "alpha_spy_p1m": 0.079454077799747, "alpha_c_p1m": 0.10755672720252396, "bench_spy_p1m": 0.08884232515933688, "bench_c_p1m": 0.06073967575655992, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16829640295908388, "alpha_spy_stated": 0.079454077799747, "alpha_c_stated": 0.10755672720252396, "price_path": [0.0807, 0.0787, 0.0788, 0.0798, 0.0769, 0.0769, 0.0843, 0.0891, 0.0815, 0.1078, 0.1197, 0.1305, 0.1418, 0.1559, 0.1555, 0.145, 0.1354, 0.1354, 0.1079, 0.1298, 0.1373, 0.1283, 0.1466, 0.1511, 0.1561, 0.1638, 0.1629, 0.1825, 0.1688, 0.1459, 0.1397, 0.1108, 0.1159, 0.0961, 0.0699, 0.0632, 0.0519, 0.0519, 0.0391, 0.0436, 0.042, 0.0837, 0.0717, 0.0697, 0.0766, 0.0576, 0.0727, 0.0546, 0.0445, 0.043, 0.0352, 0.0271, 0.0548, 0.0572, 0.0629, 0.0451, 0.0408, 0.0521, 0.0705, 0.0594, 0.0575, 0.0364, 0.04, 0.0, 0.0017, -0.0328, -0.0554, -0.0583, -0.0099, 0.0239, 0.0184, 0.0184, 0.0329, 0.0517, 0.0925, 0.0966, 0.0923, 0.1063, 0.1462, 0.1607, 0.1569, 0.1764, 0.1618, 0.1441, 0.1683, 0.1668, 0.1858, 0.2062, 0.2043, 0.2049, 0.3249, 0.328, 0.3195, 0.3374, 0.3705, 0.3703, 0.38, 0.3381, 0.3337, 0.3862, 0.3809, 0.3661, 0.3667, 0.3347, 0.339, 0.3347, 0.3186, 0.3186, 0.3389, 0.3388, 0.3432, 0.3095, 0.2959, 0.2459, 0.236, 0.2815, 0.2689, 0.2516, 0.2549, 0.2278, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2036529734838886589", "ticker_idx": 2, "ts": "2026-03-24T19:45:00+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META (less so)", "tweet_type": "prediction", "timeline": "months", "summary": "Bullish all three with MSFT as top pick, GOOGL moderate, META less so; minimum 6-month horizon.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$META (less so), $MSFT (most so), $GOOGL (so so). Nothing &lt; 6 months out.\n\nThis post is being written at the equivalent of 1pm EDT, but I suspect all 3 are at the same level as you read this right now because this largely isn't a tradable market. He's getting ready to retreat. https://t.co/MbgKmOB169", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01878839467302207, "ret_signed_m1d": 0.01878839467302207, "alpha_spy_m1d": 0.015420238526629992, "alpha_c_m1d": 0.004570794834054315, "bench_spy_m1d": 0.003368156146392076, "bench_c_m1d": 0.014217599838967754, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0033225929215809913, "ret_signed_p1d": 0.0033225929215809913, "alpha_spy_p1d": -0.002250166025804967, "alpha_c_p1d": 0.0005330203880611339, "bench_spy_p1d": 0.0055727589473859585, "bench_c_p1d": 0.0027895725335198573, "ret_p1w": -0.0350637162291324, "ret_signed_p1w": -0.0350637162291324, "alpha_spy_p1w": -0.03071580929359008, "alpha_c_p1w": -0.0326341594061379, "bench_spy_p1w": -0.004347906935542323, "bench_c_p1w": -0.0024295568229945053, "ret_p1m": 0.13796125978328466, "ret_signed_p1m": 0.13796125978328466, "alpha_spy_p1m": 0.049118934623947785, "alpha_c_p1m": 0.07722158402672474, "bench_spy_p1m": 0.08884232515933688, "bench_c_p1m": 0.06073967575655992, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.13796125978328466, "alpha_spy_stated": 0.049118934623947785, "alpha_c_stated": 0.07722158402672474, "price_path": [0.1249, 0.1177, 0.11, 0.1222, 0.1123, 0.1123, 0.096, 0.1101, 0.1132, 0.0931, 0.0887, 0.1005, 0.0818, 0.0635, 0.0372, 0.0461, 0.0452, 0.0452, 0.018, 0.0329, 0.0913, 0.1101, 0.133, 0.134, 0.1269, 0.2441, 0.2074, 0.1904, 0.1656, 0.1273, 0.1294, 0.1146, 0.1412, 0.1302, 0.1268, 0.095, 0.0781, 0.0781, 0.0773, 0.0839, 0.0865, 0.1049, 0.0738, 0.0773, 0.1015, 0.1071, 0.0923, 0.1013, 0.1039, 0.1252, 0.1131, 0.0867, 0.0909, 0.1022, 0.1035, 0.0754, 0.0342, 0.0582, 0.0502, 0.0384, 0.0232, 0.0012, 0.0188, 0.0, 0.0033, -0.0765, -0.1133, -0.0954, -0.0351, -0.0231, -0.0311, -0.0311, -0.0336, -0.0301, 0.0329, 0.0598, 0.0623, 0.0702, 0.1173, 0.1327, 0.1416, 0.1613, 0.1315, 0.128, 0.138, 0.1117, 0.1385, 0.1445, 0.1323, 0.1285, 0.032, 0.0267, 0.0295, 0.0203, 0.0337, 0.0403, 0.0282, 0.01, 0.017, 0.04, 0.043, 0.0359, 0.0308, 0.0163, 0.0205, 0.0244, 0.0292, 0.0292, 0.0328, 0.0714, 0.0715, 0.0668, 0.0127, 0.0079, 0.0507, 0.0584, 0.0001, -0.0127, -0.014, -0.037, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026311157750120790", "ticker_idx": 0, "ts": "2026-02-24T15:00:01+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "see $BTC continuing its inexorable march towards low-50k's", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish BTC, expects inexorable decline toward low-$50Ks amid Trump-linked crypto rug-pull concerns.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "ICYMI, because you probably did, yesterday Eric Trump started aggressively deleting Tweets he's made about WLFI, Ethereum, and pretty much anything crypto, which was a tell-tale sign that they were about to rug the crypto community - again.\n\nSo for you crypto bros and crypto hos in the US, as you wake up this morning and see $BTC continuing its inexorable march towards low-50k's, just remember that Kamala, unlike \"the crypto president\" you got conned into voting for, wouldn't have disbanded the National Cryptocurrency Enforcement Team that is allowing the Trump camp to continually seal your cash.  Fell for it again awards for all!", "reply_text": null, "parent_text": null, "quoted_text": "The internet is forever \n\nEric Trump is deleting all crypto related 𝕏 posts\n\nCrypto is about to rug hard and the Trump Insiders are about to get exposed https://t.co/kEt7RM3Iuh", "parent_author": null, "ret_m1d": 0.008375389397939914, "ret_signed_m1d": -0.008375389397939914, "alpha_spy_m1d": -0.01559139314475566, "alpha_c_m1d": null, "bench_spy_m1d": -0.007216003746815747, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.060550552894326426, "ret_signed_p1d": -0.060550552894326426, "alpha_spy_p1d": -0.05211220395074512, "alpha_c_p1d": null, "bench_spy_p1d": 0.008438348943581309, "bench_c_p1d": null, "ret_p1w": 0.06575534711805453, "ret_signed_p1w": -0.06575534711805453, "alpha_spy_p1w": -0.0759683582204892, "alpha_c_p1w": null, "bench_spy_p1w": -0.010213011102434666, "bench_c_p1w": null, "ret_p1m": 0.1128251403838132, "ret_signed_p1m": -0.1128251403838132, "alpha_spy_p1m": -0.15463232005911887, "alpha_c_p1m": null, "bench_spy_p1m": -0.04180717967530567, "bench_c_p1m": null, "ret_p3m": 0.1780304551966898, "ret_signed_p3m": -0.1780304551966898, "alpha_spy_p3m": -0.09026379063731027, "alpha_c_p3m": null, "bench_spy_p3m": 0.08776666455937954, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.1128251403838132, "alpha_spy_stated": -0.15463232005911887, "alpha_c_stated": null, "price_path": [0.4246, 0.4188, 0.3471, 0.4256, 0.4595, 0.4379, 0.3949, 0.4145, 0.4465, 0.436, 0.4437, 0.4087, 0.3486, 0.3708, 0.3443, 0.3337, 0.3749, 0.3809, 0.3641, 0.3672, 0.3613, 0.3624, 0.3598, 0.38, 0.3656, 0.3847, 0.4036, 0.4651, 0.4627, 0.4249, 0.4205, 0.4125, 0.4231, 0.4875, 0.5126, 0.4911, 0.4907, 0.4443, 0.3781, 0.3948, 0.3961, 0.3968, 0.3775, 0.3905, 0.3918, 0.3196, 0.3129, 0.228, 0.1803, 0.1395, -0.0215, 0.1011, 0.0943, 0.0736, 0.0454, 0.0334, 0.0746, 0.0743, 0.0533, 0.0366, 0.0449, 0.0613, 0.0084, 0.0, 0.0606, 0.0526, 0.0281, 0.0733, 0.0658, 0.1347, 0.1055, 0.0633, 0.0675, 0.0912, 0.0956, 0.1001, 0.1075, 0.1682, 0.1536, 0.1118, 0.091, 0.1005, 0.1067, 0.1005, 0.1128, 0.0735, 0.0352, 0.0408, 0.0648, 0.0624, 0.0438, 0.0445, 0.0746, 0.1227, 0.1099, 0.12, 0.1389, 0.1624, 0.1576, 0.1674, 0.1728, 0.2036, 0.184, 0.1915, 0.2204, 0.2214, 0.2087, 0.2073, 0.1915, 0.1825, 0.1908, 0.22, 0.2458, 0.2629, 0.2707, 0.2486, 0.2514, 0.2754, 0.2559, 0.2372, 0.2648, 0.2339, 0.2009, 0.1977, 0.2088, 0.21, 0.178, 0.206, 0.1833, 0.1602, 0.1476, 0.145, 0.113, 0.0409, -0.001, -0.0043, -0.0493, -0.0154, -0.038, -0.0421, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019184191305548251", "ticker_idx": 0, "ts": "2026-02-04T23:00:00+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's not just that $MSTR is a scam - it's that it's a poorly managed one. It'll be fascinating to see the lawsuits start flying when they finally get liquidated in order to meet the 11.5% dividend yield they promise their debt holders", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish MSTR: calls it a poorly managed scam heading toward forced liquidation to meet 11.5% debt dividend obligations.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "Here's the thing I don't get about Saylor, and which $MSTR backers always overlook:  I'm not one of the people to call MSTR a Ponzi, because that's inaccurate, though I am clear in my position what he's doing is likely illegal.  But ignoring all that...\n\nIf your entire business model is acquiring as much of a digital token as possible, and you're selling your own company short in order to attain the capital necessary to meet that objective, why the hell does the company keep buying huge tranches at the tops instead of operating like a business and initiating predictable, cadence-driven purchases to take advantage of volatility dips and lessen the surface area of risk?\n\nIt's not just that $MSTR is a scam - it's that it's a poorly managed one.  It'll be fascinating to see the lawsuits start flying when they finally get liquidated in order to meet the 11.5% dividend yield they promise their debt holders in order to keep getting capital.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.2065613507373001, "ret_signed_m1d": -0.2065613507373001, "alpha_spy_m1d": -0.19391418637356783, "alpha_c_m1d": -0.19391418637356783, "bench_spy_m1d": 0.012647164363732255, "bench_c_m1d": 0.012647164363732255, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.2611458582099211, "ret_signed_p1d": -0.2611458582099211, "alpha_spy_p1d": -0.2419611463689697, "alpha_c_p1d": -0.2419611463689697, "bench_spy_p1d": 0.019184711840951385, "bench_c_p1d": 0.019184711840951385, "ret_p1w": 0.14964017623980164, "ret_signed_p1w": -0.14964017623980164, "alpha_spy_p1w": -0.1442536518626154, "alpha_c_p1w": -0.1442536518626154, "bench_spy_p1w": 0.00538652437718623, "bench_c_p1w": 0.00538652437718623, "ret_p1m": 0.248060579918141, "ret_signed_p1m": -0.248060579918141, "alpha_spy_p1m": -0.25579358735707036, "alpha_c_p1m": -0.25579358735707036, "bench_spy_p1m": -0.007733007438929351, "bench_c_p1m": -0.007733007438929351, "ret_p3m": 0.746892210750993, "ret_signed_p3m": -0.746892210750993, "alpha_spy_p3m": -0.6758691901986735, "alpha_c_p3m": -0.6758691901986735, "bench_spy_p3m": 0.07102302055231946, "bench_c_p3m": 0.07102302055231946, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.248060579918141, "alpha_spy_stated": -0.25579358735707036, "alpha_c_stated": -0.25579358735707036, "price_path": [1.2327, 1.1624, 1.0994, 0.9492, 0.867, 0.8265, 0.9329, 0.7432, 0.6556, 0.5936, 0.6734, 0.6094, 0.6416, 0.6416, 0.656, 0.6022, 0.6948, 0.7608, 0.7386, 0.673, 0.7169, 0.7664, 0.7258, 0.7132, 0.6492, 0.5149, 0.5656, 0.499, 0.479, 0.5405, 0.5358, 0.4757, 0.4834, 0.4834, 0.4843, 0.4524, 0.4544, 0.4202, 0.4202, 0.4689, 0.5396, 0.4765, 0.5126, 0.5606, 0.4705, 0.5163, 0.6169, 0.6761, 0.5974, 0.6236, 0.6236, 0.4976, 0.5311, 0.5046, 0.5245, 0.5009, 0.5102, 0.481, 0.3383, 0.3993, 0.3051, 0.2455, 0.2066, 0.0, 0.2611, 0.294, 0.2431, 0.1783, 0.1496, 0.2513, 0.2513, 0.2026, 0.1702, 0.2099, 0.2249, 0.1563, 0.1647, 0.2679, 0.2468, 0.2104, 0.2866, 0.2401, 0.3687, 0.3068, 0.2481, 0.2987, 0.2941, 0.2929, 0.2837, 0.3054, 0.3788, 0.4046, 0.3138, 0.2921, 0.268, 0.2917, 0.2735, 0.3004, 0.2425, 0.178, 0.1351, 0.1665, 0.1476, 0.12, 0.12, 0.1935, 0.1564, 0.1992, 0.2044, 0.2024, 0.2371, 0.2843, 0.3416, 0.3921, 0.5564, 0.5965, 0.5326, 0.6764, 0.612, 0.5985, 0.5815, 0.5488, 0.4785, 0.5464, 0.6559, 0.7179, 0.7469, 0.7461, 0.6809, 0.7533, 0.8314, 0.7237, 0.664, 0.7475, 0.6583, 0.5574, 0.5387, 0.5498, 0.5408, 0.4944, 0.4944, 0.4948, 0.4413, 0.4173, 0.487, 0.3999, 0.2719, 0.1828, 0.2092, 0.1257, 0.1889, 0.0937, 0.0781, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016621925754347847", "ticker_idx": 0, "ts": "2026-01-28T21:18:28+00:00", "symbol": "LRCX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I guess I pick $LRCX", "tweet_type": "prediction", "timeline": "days", "summary": "Picks LRCX as the single long play into earnings if forced to choose one name.", "resolved_tickers": ["LRCX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductor Equipment & Materials'", "bench_c_industry": "Semiconductor Equipment & Materials", "unit_kind": "original", "lang": "en", "tweet_text": "This morning, on The Diner w/ @NHAunleashed :  \"Put a gun to my head and tell me I have to pick ONE company either tonight or tomorrow morning to play long on earnings other than $META, and I guess I pick $LRCX\n\nHaters on suicide watch. https://t.co/PQ0Dt0mjeW", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.034613335651230925, "ret_signed_m1d": -0.034613335651230925, "alpha_spy_m1d": -0.036601663703490384, "alpha_c_m1d": -0.03248173919051578, "bench_spy_m1d": 0.001988328052259458, "bench_c_m1d": -0.002131596460715146, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05927382910979806, "ret_signed_p1d": -0.05927382910979806, "alpha_spy_p1d": -0.05629124884939485, "alpha_c_p1d": -0.025598800539768707, "bench_spy_p1d": -0.0029825802604032114, "bench_c_p1d": -0.03367502857002935, "ret_p1w": -0.14046822680710136, "ret_signed_p1w": -0.14046822680710136, "alpha_spy_p1w": -0.11680969790002305, "alpha_c_p1w": -0.053167061237613944, "bench_spy_p1w": -0.023658528907078313, "bench_c_p1w": -0.08730116556948742, "ret_p1m": -0.05754119244258682, "ret_signed_p1m": -0.05754119244258682, "alpha_spy_p1m": -0.04594243577371182, "alpha_c_p1m": -0.030835898828203145, "bench_spy_p1m": -0.011598756668874999, "bench_c_p1m": -0.026705293614383674, "ret_p3m": 0.01354314164344772, "ret_signed_p3m": 0.01354314164344772, "alpha_spy_p3m": -0.01468815378296573, "alpha_c_p3m": -0.16295140803185704, "bench_spy_p3m": 0.02823129542641345, "bench_c_p3m": 0.17649454967530476, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.14046822680710136, "alpha_spy_stated": -0.11680969790002305, "alpha_c_stated": -0.053167061237613944, "price_path": [-0.3514, -0.3733, -0.336, -0.3475, -0.359, -0.3307, -0.3596, -0.3506, -0.3832, -0.4036, -0.4068, -0.4238, -0.4014, -0.4384, -0.4261, -0.395, -0.3888, -0.3759, -0.3759, -0.3724, -0.3773, -0.3636, -0.3563, -0.367, -0.3605, -0.3442, -0.3319, -0.322, -0.3202, -0.3532, -0.338, -0.3421, -0.3755, -0.3363, -0.3058, -0.2938, -0.2942, -0.2854, -0.2854, -0.2825, -0.2913, -0.2998, -0.3102, -0.3102, -0.2543, -0.2152, -0.1661, -0.1817, -0.1902, -0.1201, -0.1119, -0.1362, -0.1587, -0.1237, -0.1016, -0.1016, -0.1038, -0.0797, -0.1107, -0.1218, -0.1019, -0.0391, -0.0346, 0.0, -0.0593, -0.043, -0.0728, -0.1547, -0.1405, -0.0691, -0.0761, -0.0869, -0.0526, -0.068, -0.0509, -0.0509, -0.0507, -0.0326, -0.0434, -0.0131, -0.0238, -0.0158, 0.0053, -0.0367, -0.0575, -0.0692, -0.1245, -0.1004, -0.1339, -0.1958, -0.1482, -0.1317, -0.117, -0.1548, -0.1439, -0.1149, -0.0863, -0.0934, -0.056, -0.0787, -0.0588, -0.0364, -0.0582, -0.1463, -0.1471, -0.1934, -0.138, -0.1043, -0.1187, -0.1187, -0.1098, -0.0949, -0.0056, 0.0439, 0.0637, 0.0785, 0.099, 0.0697, 0.0528, 0.0796, 0.0617, 0.0423, 0.0713, 0.0431, 0.0803, 0.0468, 0.0135, 0.0035, 0.0403, 0.0357, 0.0432, 0.1127, 0.1989, 0.1559, 0.1863, 0.1944, 0.1669, 0.1919, 0.2069, 0.1487, 0.1214, 0.1029, 0.1784, 0.2193, 0.2319, 0.2319, 0.3018, 0.2867, 0.2829, 0.2836, 0.2794, 0.3491, 0.3866, 0.3572, 0.2235, 0.3089, 0.3199, 0.2982, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032154663517372717", "ticker_idx": 0, "ts": "2026-03-12T18:00:02+00:00", "symbol": "LCID", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "This is VERY bullish for $LCID stock", "tweet_type": "prediction", "timeline": "days", "summary": "Long LCID as superior EV vs Tesla; bearish TSLA robotaxi thesis on crowded competitive landscape.", "resolved_tickers": ["LCID"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "My daily EV commuters are an E-Tron GT and a $LCID.  For those who have never been in one, let's just say the Lucid is light years better than $TSLA in terms of comfort, feature seat, and everything else that matters.\n\nIf Elmo thinks his hospital waiting room robotaxis are going to be the hot ticket in what is becoming a very crowded robotaxi space (Zoox, Waymo, etc.), he's going to be in for a rude surprise.\n\nThis is VERY bullish for $LCID stock.  If it's not already curled up by the time you read this (remember, you're seeing this about 12 hours after I write it)...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08536586784167621, "ret_signed_m1d": 0.08536586784167621, "alpha_spy_m1d": 0.06994678092588402, "alpha_c_m1d": 0.06187233606916287, "bench_spy_m1d": 0.01541908691579219, "bench_c_m1d": 0.023493531772513343, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006097506606908221, "ret_signed_p1d": 0.006097506606908221, "alpha_spy_p1d": 0.011757616107914592, "alpha_c_p1d": 0.012015721394630474, "bench_spy_p1d": -0.005660109501006372, "bench_c_p1d": -0.0059182147877222535, "ret_p1w": 0.046747970631483504, "ret_signed_p1w": 0.046747970631483504, "alpha_spy_p1w": 0.05614647775336756, "alpha_c_p1w": 0.06306792741742417, "bench_spy_p1w": -0.009398507121884059, "bench_c_p1w": -0.01631995678594067, "ret_p1m": -0.1280488017625142, "ret_signed_p1m": -0.1280488017625142, "alpha_spy_p1m": -0.1509531374675882, "alpha_c_p1m": -0.14236709209258003, "bench_spy_p1m": 0.022904335705073997, "bench_c_p1m": 0.01431829033006582, "ret_p3m": -0.47662601468425825, "ret_signed_p3m": -0.47662601468425825, "alpha_spy_p3m": -0.586230117595173, "alpha_c_p3m": -0.5177196786215978, "bench_spy_p3m": 0.10960410291091471, "bench_c_p3m": 0.0410936639373396, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.046747970631483504, "alpha_spy_stated": 0.05614647775336756, "alpha_c_stated": 0.06306792741742417, "price_path": [0.2002, 0.1707, 0.1311, 0.1636, 0.2012, 0.25, 0.1819, 0.2002, 0.2002, 0.1596, 0.1291, 0.1077, 0.0742, 0.0742, 0.1331, 0.188, 0.1789, 0.1179, 0.1423, 0.1514, 0.1443, 0.1118, 0.1016, 0.0213, 0.0285, 0.0285, -0.0112, 0.1657, 0.1657, 0.124, 0.0813, 0.1179, 0.1087, 0.1514, 0.125, 0.0457, 0.0671, 0.0549, -0.0315, 0.1037, 0.127, 0.1098, 0.0213, 0.0081, 0.0447, 0.0447, 0.0081, -0.0041, -0.0091, -0.0295, -0.0407, 0.0081, 0.0447, 0.0762, 0.0163, 0.0193, 0.0274, 0.0437, 0.0, -0.0071, 0.0569, 0.0407, 0.0854, 0.0, 0.0061, 0.0051, 0.0488, 0.0112, 0.0467, 0.0224, 0.0478, 0.0528, 0.0854, 0.0071, -0.0447, -0.0701, -0.0315, -0.0285, 0.0122, 0.0122, -0.0518, -0.1026, -0.1037, -0.1087, -0.128, -0.061, -0.1057, -0.1657, -0.2175, -0.2581, -0.314, -0.2774, -0.2978, -0.3628, -0.3648, -0.3974, -0.4035, -0.4146, -0.3526, -0.3354, -0.3201, -0.3648, -0.3709, -0.3852, -0.3557, -0.3872, -0.3892, -0.3506, -0.3628, -0.3862, -0.4177, -0.4299, -0.4228, -0.4065, -0.4065, -0.4065, -0.3933, -0.3638, -0.3435, -0.3343, -0.3242, -0.373, -0.4187, -0.4228, -0.4802, -0.4822, -0.4766, -0.5224, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2032154663517372717", "ticker_idx": 1, "ts": "2026-03-12T18:00:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "he's going to be in for a rude surprise", "tweet_type": "prediction", "timeline": "days", "summary": "Long LCID as superior EV vs Tesla; bearish TSLA robotaxi thesis on crowded competitive landscape.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "My daily EV commuters are an E-Tron GT and a $LCID.  For those who have never been in one, let's just say the Lucid is light years better than $TSLA in terms of comfort, feature seat, and everything else that matters.\n\nIf Elmo thinks his hospital waiting room robotaxis are going to be the hot ticket in what is becoming a very crowded robotaxi space (Zoox, Waymo, etc.), he's going to be in for a rude surprise.\n\nThis is VERY bullish for $LCID stock.  If it's not already curled up by the time you read this (remember, you're seeing this about 12 hours after I write it)...", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03242955176299067, "ret_signed_m1d": -0.03242955176299067, "alpha_spy_m1d": -0.01701046484719848, "alpha_c_m1d": -0.008936019990477329, "bench_spy_m1d": 0.01541908691579219, "bench_c_m1d": 0.023493531772513343, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.009645319015724074, "ret_signed_p1d": 0.009645319015724074, "alpha_spy_p1d": 0.0039852095147177025, "alpha_c_p1d": 0.0037271042280018207, "bench_spy_p1d": -0.005660109501006372, "bench_c_p1d": -0.0059182147877222535, "ret_p1w": -0.037239618260267116, "ret_signed_p1w": 0.037239618260267116, "alpha_spy_p1w": 0.027841111138383057, "alpha_c_p1w": 0.020919661474326445, "bench_spy_p1w": -0.009398507121884059, "bench_c_p1w": -0.01631995678594067, "ret_p1m": -0.11660463385705833, "ret_signed_p1m": 0.11660463385705833, "alpha_spy_p1m": 0.13950896956213232, "alpha_c_p1m": 0.13092292418712415, "bench_spy_p1m": 0.022904335705073997, "bench_c_p1m": 0.01431829033006582, "ret_p3m": 0.004227697700995181, "ret_signed_p3m": -0.004227697700995181, "alpha_spy_p3m": 0.10537640520991953, "alpha_c_p3m": 0.036865966236344416, "bench_spy_p3m": 0.10960410291091471, "bench_c_p3m": 0.0410936639373396, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": 0.037239618260267116, "alpha_spy_stated": 0.027841111138383057, "alpha_c_stated": 0.020919661474326445, "price_path": [0.2033, 0.2402, 0.1829, 0.2237, 0.2182, 0.2373, 0.2292, 0.2288, 0.2288, 0.203, 0.1636, 0.1504, 0.1385, 0.1385, 0.109, 0.1434, 0.0961, 0.0921, 0.1033, 0.1266, 0.1366, 0.1321, 0.1119, 0.1103, 0.1076, 0.1076, 0.0614, 0.0922, 0.1376, 0.1368, 0.1017, 0.0909, 0.0923, 0.0546, 0.0896, 0.0678, 0.0682, 0.0278, 0.0056, 0.0408, 0.0565, 0.0765, 0.0842, 0.0558, 0.0568, 0.0568, 0.0395, 0.0413, 0.0423, 0.0426, 0.0122, 0.0364, 0.0567, 0.0344, 0.019, 0.021, -0.0065, 0.0277, 0.0267, 0.0044, 0.0093, 0.0107, 0.0324, 0.0, -0.0096, 0.0014, 0.0108, -0.0056, -0.0372, -0.0685, -0.0358, -0.0303, -0.0229, -0.058, -0.084, -0.1006, -0.0589, -0.0348, -0.0871, -0.0871, -0.1068, -0.1224, -0.131, -0.125, -0.1166, -0.1078, -0.078, -0.0077, -0.0155, 0.0142, -0.0064, -0.0217, -0.019, -0.0539, -0.0474, -0.0414, -0.0481, -0.0562, -0.0339, -0.0106, -0.0063, -0.0143, 0.0094, 0.0425, 0.0844, 0.1266, 0.0973, 0.1272, 0.1223, 0.0689, 0.0379, 0.023, 0.0563, 0.0578, 0.0785, 0.0785, 0.0977, 0.1148, 0.1192, 0.1032, 0.0528, 0.0727, 0.0726, 0.0593, -0.0102, 0.0353, 0.0042, -0.034, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016919275085451633", "ticker_idx": 0, "ts": "2026-01-29T17:00:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Elon decided to take 2 billion dollars of Tesla's money and give it to Elon's xAI company...he literally raids the company's coffers and depriving shareholders of value to fund his privately held science projects", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TSLA: declining revenues, 61% net income drop, cancelled models, massive AI capex, and Musk diverting $2B to xAI at shareholders' expense.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "So $TSLA had an interesting earnings report.  First YoY revenue drop ever.  Net income plummets 61%.  3% drop in revenue in Q4, with their automotive division revenues falling a whopping 11%, another 16% drop in vehicle sales.  Things are so bad they are cancelling 2 of their 5 vehicle models - the S and the X, leaving only the pleb-level 3 and Y as well as the modern day Edsel (Cybertruck) as their only production models.\n\nMore importantly, they signaled they're about to start sinking even more capex (to the tune of 20 billion) into the money pit of trying to solve AI - which is something a company with declining revenues should always focus on.\n\nOh, and in case you missed it, Elon decided to take 2 billion dollars of Tesla's money and give it to Elon's xAI company, because while that sort of malfeasance used to get you an SEC investigation back in the day, now everybody looks the other way as he literally raids the company's coffers and depriving shareholders of value to fund his privately held science projects.\n\nBut hey, energy storage is up 25% YoY, so that's a bright spot.  Till you recognize it's their smallest vertical.\n\nOf course, $TSLA stock surged $13 a share in after-hours trading, because $TSLA investors are the dumbest people on Wall Street.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.035769142461617554, "ret_signed_m1d": -0.035769142461617554, "alpha_spy_m1d": -0.033780814409358095, "alpha_c_m1d": -0.03098329115613585, "bench_spy_m1d": 0.001988328052259458, "bench_c_m1d": 0.004785851305481703, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.033248526466028494, "ret_signed_p1d": -0.033248526466028494, "alpha_spy_p1d": -0.036231106726431705, "alpha_c_p1d": -0.03341354494544879, "bench_spy_p1d": -0.0029825802604032114, "bench_c_p1d": -0.00016501847942029801, "ret_p1w": -0.04645190660870846, "ret_signed_p1w": 0.04645190660870846, "alpha_spy_p1w": 0.022793377701630146, "alpha_c_p1w": 0.0160863616597815, "bench_spy_p1w": -0.023658528907078313, "bench_c_p1w": -0.03036554494892696, "ret_p1m": -0.03372860542374201, "ret_signed_p1m": 0.03372860542374201, "alpha_spy_p1m": 0.02212984875486701, "alpha_c_p1m": -0.0020004185890961645, "bench_spy_p1m": -0.011598756668874999, "bench_c_p1m": -0.03572902401283817, "ret_p3m": -0.0973209352374731, "ret_signed_p3m": 0.0973209352374731, "alpha_spy_p3m": 0.12555223066388654, "alpha_c_p3m": 0.0647692108385195, "bench_spy_p3m": 0.02823129542641345, "bench_c_p3m": -0.032551724398953596, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03372860542374201, "alpha_spy_stated": 0.02212984875486701, "alpha_c_stated": -0.0020004185890961645, "price_path": [0.1244, 0.0665, 0.1093, 0.0705, 0.0311, 0.0688, 0.0554, 0.0337, -0.035, -0.0293, -0.0183, -0.0368, -0.0302, -0.0512, -0.0611, 0.0029, 0.0068, 0.0241, 0.0241, 0.0327, 0.0326, 0.0304, 0.0725, 0.0912, 0.0923, 0.0553, 0.0687, 0.0838, 0.0728, 0.1018, 0.141, 0.176, 0.1217, 0.1604, 0.1552, 0.1733, 0.1656, 0.1653, 0.1653, 0.1407, 0.1034, 0.0909, 0.0796, 0.0796, 0.0516, 0.0843, 0.0394, 0.0356, 0.0462, 0.0683, 0.0778, 0.0736, 0.0543, 0.0528, 0.0503, 0.0503, 0.0065, 0.0357, 0.0787, 0.078, 0.0447, 0.0344, 0.0358, 0.0, 0.0332, 0.0126, 0.013, -0.0253, -0.0465, -0.0131, 0.0018, 0.0208, 0.0281, 0.0012, 0.0021, 0.0021, -0.0142, -0.0126, -0.0116, -0.0114, -0.0402, -0.0172, 0.002, -0.0192, -0.0337, -0.0318, -0.0579, -0.0255, -0.0264, -0.0476, -0.0429, -0.0416, -0.021, -0.0517, -0.0609, -0.0504, -0.0415, -0.0571, -0.087, -0.1167, -0.0857, -0.0805, -0.0735, -0.1067, -0.1314, -0.1471, -0.1076, -0.0847, -0.1344, -0.1344, -0.153, -0.1678, -0.176, -0.1703, -0.1623, -0.154, -0.1257, -0.0591, -0.0664, -0.0383, -0.0578, -0.0724, -0.0697, -0.1028, -0.0966, -0.091, -0.0973, -0.1051, -0.0839, -0.0618, -0.0577, -0.0653, -0.0428, -0.0115, 0.0283, 0.0683, 0.0405, 0.0689, 0.0642, 0.0136, -0.0158, -0.0299, 0.0017, 0.0031, 0.0227, 0.0227, 0.0409, 0.0571, 0.0613, 0.0462, -0.0016, 0.0172, 0.0171, 0.0045, -0.0614, -0.0183, -0.0477, -0.0839, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2031022200673964397", "ticker_idx": 0, "ts": "2026-03-09T15:00:01+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "If this drags on, you're going to see oil go to as high as $170 a barrel", "tweet_type": "prediction", "timeline": "months", "summary": "Long oil: geopolitical supply shock math points to $127-$170/barrel, far above current prices, driven by Middle East conflict cutting 21M bpd.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Oil commodity proxied by USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$125 oil isn't speculation; it's math. And it's the conservative estimate.\n\nTrump wants to claim that the spike in oil prices is temporary and will collapse very soon, but the math doesn't lie.  If he doesn't back off this war, like RIGHT NOW, we're going to cross a point of no return on prices that aren't going to be easily resolved.\n\nGlobally, the world produces 102.6 million barrels of oil a day under normal conditions; it consumes between 101 and 103 million barrels a day.  That's a razor-thin productivity curve.\n\nThe conflict in Iran, absent any oil tankers or depots being blown up and exacerbating the problem, is creating a 21 million bpd shortage.  In order to make up for that shortage, globally we would need a 6% drop in consumption to achieve equilibrium.\n\nWith NORMALIZED elasticity, oil would have to reach a price of $127.20 to create the demand destruction necessary to achieve that 6% drop in consumption.  \n\nNow, stop to consider we aren't in a market with normal elasticity. Israel bombing oil depots, the US bombing oil tankers it doesn't like, Iran bombing critical Middle Eastern infrastructure.  The only current means of mitigating even some of this would be if the UAE and Saudi Arabia re-opened a couple of pipelines they've shuttered, and to do it pretty much immediately.  Problem with that is, those pipes have been shuttered for years and there's no appetite to open new transit when Iran might just bomb it.\n\nThe end result?  If this drags on, you're going to see oil go to as high as $170 a barrel.  For those who don't know, the ATH on oil was $147 a barrel.\n\nGet ready for $7 gas, and if none of you ever studied the oil embargos of the 1970's, you might want to look up what the functional result was for the consumer.  Don't be surprised to see Trump ban exports of refined oil this year.\n\n@NHAunleashed, oil and gas exec, is free to fact check me on any of this.  The math doesn't lie.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04255721972670501, "ret_signed_m1d": 0.04255721972670501, "alpha_spy_m1d": 0.051241173091060244, "alpha_c_m1d": 0.051241173091060244, "bench_spy_m1d": -0.008683953364355235, "bench_c_m1d": -0.008683953364355235, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014664993313950658, "ret_signed_p1d": 0.014664993313950658, "alpha_spy_p1d": 0.016272120219317787, "alpha_c_p1d": 0.016272120219317787, "bench_spy_p1d": -0.0016071269053671289, "bench_c_p1d": -0.0016071269053671289, "ret_p1w": 0.10255915614349442, "ret_signed_p1w": 0.10255915614349442, "alpha_spy_p1w": 0.11618206286769317, "alpha_c_p1w": 0.11618206286769317, "bench_spy_p1w": -0.013622906724198747, "bench_c_p1w": -0.013622906724198747, "ret_p1m": 0.3234927576695781, "ret_signed_p1m": 0.3234927576695781, "alpha_spy_p1m": 0.34892472208919056, "alpha_c_p1m": 0.34892472208919056, "bench_spy_p1m": -0.025431964419612485, "bench_c_p1m": -0.025431964419612485, "ret_p3m": 0.3106489321699817, "ret_signed_p3m": 0.3106489321699817, "alpha_spy_p3m": 0.19139318595364618, "alpha_c_p3m": 0.19139318595364618, "bench_spy_p3m": 0.1192557462163355, "bench_c_p3m": 0.1192557462163355, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3234927576695781, "alpha_spy_stated": 0.34892472208919056, "alpha_c_stated": 0.34892472208919056, "price_path": [-0.3239, -0.3362, -0.3405, -0.3493, -0.3658, -0.3484, -0.356, -0.3479, -0.3316, -0.3262, -0.3271, -0.3271, -0.3436, -0.3328, -0.3315, -0.3371, -0.3371, -0.339, -0.3269, -0.3433, -0.3502, -0.3239, -0.3216, -0.3132, -0.2957, -0.304, -0.3182, -0.3132, -0.3132, -0.3112, -0.297, -0.3116, -0.2912, -0.2957, -0.2748, -0.2656, -0.2414, -0.2378, -0.278, -0.2575, -0.2535, -0.2649, -0.2621, -0.2522, -0.2521, -0.2438, -0.2679, -0.2694, -0.2694, -0.2741, -0.239, -0.2218, -0.2251, -0.2246, -0.2259, -0.2358, -0.2354, -0.2145, -0.1643, -0.1354, -0.1224, -0.0769, 0.0426, 0.0, 0.0147, 0.0357, 0.1348, 0.1491, 0.1026, 0.1391, 0.1662, 0.1249, 0.1639, 0.0597, 0.0979, 0.0868, 0.1239, 0.1905, 0.2444, 0.2197, 0.1894, 0.322, 0.322, 0.3317, 0.3235, 0.1941, 0.2169, 0.1964, 0.2314, 0.1871, 0.175, 0.2062, 0.1122, 0.1628, 0.2293, 0.2403, 0.2913, 0.2691, 0.2913, 0.3381, 0.4438, 0.4099, 0.3687, 0.4148, 0.3819, 0.2839, 0.2937, 0.2805, 0.3291, 0.3831, 0.3614, 0.3707, 0.4208, 0.4309, 0.4661, 0.3828, 0.3662, 0.3507, 0.3507, 0.3131, 0.2559, 0.2535, 0.2373, 0.2988, 0.3157, 0.3501, 0.3106, 0.275, 0.2954, 0.2585, 0.2873, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027443616004911615", "ticker_idx": 0, "ts": "2026-02-27T18:00:00+00:00", "symbol": "NFLX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "As to $NFLX stock? It's all systems go for an EOY target of about $150 (don't think the Cavebaby has forgotten about or exited those $NFLX leaps he called last year - I've actually been adding to the position)", "tweet_type": "analysis", "timeline": "months", "summary": "Long NFLX to $150 EOY, adding to leaps; short PSKY on extreme leverage that should cause collapse under its own weight.", "resolved_tickers": ["NFLX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "original", "lang": "en", "tweet_text": "Netflix $NFLX pulled off a masterclass in cutthroat competition and arbitrage against 2 unethical foes.  Their offer for Warner Bros. $WBD was already too high in most peoples' eyes, which was driving downward pressure on $NFLX stock.  They get already-leveraged-to-the-hilt Paramount Skydance ( $PSKY) to go even higher on what was already going to be the most leveraged buyout in recorded history...\n\n...then walked away and pocketed a cool 2.8 billion dollars for in termination fees (which $PSKY will be paying) for doing absolutely nothing but participating in the bidding for a couple of months.\n\n$PSKY, for the record, is also facing a 7 billion dollar failed acquisition fee that they will have to pay if regulators fail to approve the merger.  A block that SHOULD happen because it would combine 2 of the only 4 movie studios left, and something the Europeans are very likely to not allow happen.  \n\nIf the deal DOES somehow go through?  Again, $PSKY already massively leveraged itself to buy Paramount last year.  This is 10x'ing that problem.  Expect layoffs of at least 75% of Warner's staff.\n\nAs for $NFLX?  They can just sit back and wait for $PSKY to collapse under its own weight and then buy both studios for 60% off a few years from now.  As to $NFLX stock? It's all systems go for an EOY target of about $150 (don't think the Cavebaby has forgotten about or exited those $NFLX leaps he called last year - I've actually been adding to the position).  The big drag was that investors weren't really sure what kind of value-add $WBD created for $NFLX at the price they were offering.  Well, now we know - it's just shy of 3 billion dollars in passive income.  \n\n$PSKY and $WBD, for the record, behaved shamefully throughout this whole process. $PSKY kept bypassing everybody and going straight to $WBD shareholders with its \"my daddy is so rich and you should give me what I want\" argument and $WBD executives kept moving goalposts, lying about potential closing scenarios, and renegeing on agreements - demonstrating they were in well over their heads.\n\nWell done, $NFLX - a true masterclass.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.12105155636401632, "ret_signed_m1d": -0.12105155636401632, "alpha_spy_m1d": -0.12587666954224142, "alpha_c_m1d": -0.10978509474368348, "bench_spy_m1d": 0.004825113178225093, "bench_c_m1d": -0.011266461620332846, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00883207079165027, "ret_signed_p1d": 0.00883207079165027, "alpha_spy_p1d": 0.008263492009318973, "alpha_c_p1d": 0.010356854096135404, "bench_spy_p1d": 0.0005685787823312971, "bench_c_p1d": -0.0015247833044851333, "ret_p1w": 0.028886105995472366, "ret_signed_p1w": 0.028886105995472366, "alpha_spy_p1w": 0.04872605280797404, "alpha_c_p1w": 0.03388402123455925, "bench_spy_p1w": -0.019839946812501674, "bench_c_p1w": -0.004997915239086881, "ret_p1m": -0.03397752198306547, "ret_signed_p1m": -0.03397752198306547, "alpha_spy_p1m": 0.0422540559707093, "alpha_c_p1m": 0.048576416788696175, "bench_spy_p1m": -0.07623157795377478, "bench_c_p1m": -0.08255393877176165, "ret_p3m": -0.09237322929113612, "ret_signed_p3m": -0.09237322929113612, "alpha_spy_p3m": -0.18934191838114156, "alpha_c_p3m": -0.0803528693688833, "bench_spy_p3m": 0.09696868909000544, "bench_c_p3m": -0.01202035992225281, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03397752198306547, "alpha_spy_stated": 0.0422540559707093, "alpha_c_stated": 0.048576416788696175, "price_path": [0.1362, 0.0802, 0.0725, 0.0416, 0.0057, 0.0049, -0.0367, -0.0223, -0.0109, -0.0257, -0.0174, -0.0151, -0.0233, -0.0192, -0.0313, -0.0285, -0.027, -0.027, -0.0184, -0.0217, -0.0256, -0.0258, -0.0258, -0.0546, -0.0497, -0.0581, -0.0573, -0.0593, -0.0704, -0.071, -0.0615, -0.0799, -0.0851, -0.0856, -0.0856, -0.0933, -0.1131, -0.132, -0.1052, -0.1095, -0.1108, -0.1205, -0.1359, -0.1325, -0.1401, -0.1694, -0.1671, -0.1597, -0.1459, -0.1535, -0.1458, -0.1727, -0.2118, -0.2013, -0.2013, -0.1999, -0.1896, -0.1999, -0.1826, -0.2101, -0.1891, -0.1407, -0.1211, 0.0, 0.0088, 0.0152, 0.0251, 0.0304, 0.0289, 0.0216, 0.0073, -0.014, -0.0201, -0.0097, -0.0108, -0.0195, -0.016, -0.0468, -0.0459, -0.0297, -0.0553, -0.0411, -0.0303, -0.0292, -0.034, -0.0009, -0.0072, 0.0251, 0.0251, 0.028, 0.0268, 0.0327, 0.0604, 0.0703, 0.0719, 0.1043, 0.1192, 0.12, 0.0111, -0.0147, -0.038, -0.0312, -0.0355, -0.0395, -0.0506, -0.0413, -0.0428, -0.0273, -0.0434, -0.0542, -0.0868, -0.0828, -0.083, -0.0909, -0.1121, -0.0892, -0.0902, -0.0966, -0.0958, -0.0685, -0.0718, -0.0847, -0.0721, -0.0794, -0.0794, -0.0889, -0.0924, -0.1027, -0.1062, -0.108, -0.1341, -0.153, -0.1525, -0.1461, -0.1413, -0.1541, -0.148, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027443616004911615", "ticker_idx": 1, "ts": "2026-02-27T18:00:00+00:00", "symbol": "PSKY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expect $PSKY to collapse under its own weight... $PSKY already massively leveraged itself to buy Paramount last year. This is 10x'ing that problem.", "tweet_type": "analysis", "timeline": "months", "summary": "Long NFLX to $150 EOY, adding to leaps; short PSKY on extreme leverage that should cause collapse under its own weight.", "resolved_tickers": ["PSKY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "original", "lang": "en", "tweet_text": "Netflix $NFLX pulled off a masterclass in cutthroat competition and arbitrage against 2 unethical foes.  Their offer for Warner Bros. $WBD was already too high in most peoples' eyes, which was driving downward pressure on $NFLX stock.  They get already-leveraged-to-the-hilt Paramount Skydance ( $PSKY) to go even higher on what was already going to be the most leveraged buyout in recorded history...\n\n...then walked away and pocketed a cool 2.8 billion dollars for in termination fees (which $PSKY will be paying) for doing absolutely nothing but participating in the bidding for a couple of months.\n\n$PSKY, for the record, is also facing a 7 billion dollar failed acquisition fee that they will have to pay if regulators fail to approve the merger.  A block that SHOULD happen because it would combine 2 of the only 4 movie studios left, and something the Europeans are very likely to not allow happen.  \n\nIf the deal DOES somehow go through?  Again, $PSKY already massively leveraged itself to buy Paramount last year.  This is 10x'ing that problem.  Expect layoffs of at least 75% of Warner's staff.\n\nAs for $NFLX?  They can just sit back and wait for $PSKY to collapse under its own weight and then buy both studios for 60% off a few years from now.  As to $NFLX stock? It's all systems go for an EOY target of about $150 (don't think the Cavebaby has forgotten about or exited those $NFLX leaps he called last year - I've actually been adding to the position).  The big drag was that investors weren't really sure what kind of value-add $WBD created for $NFLX at the price they were offering.  Well, now we know - it's just shy of 3 billion dollars in passive income.  \n\n$PSKY and $WBD, for the record, behaved shamefully throughout this whole process. $PSKY kept bypassing everybody and going straight to $WBD shareholders with its \"my daddy is so rich and you should give me what I want\" argument and $WBD executives kept moving goalposts, lying about potential closing scenarios, and renegeing on agreements - demonstrating they were in well over their heads.\n\nWell done, $NFLX - a true masterclass.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.1724648221613111, "ret_signed_m1d": 0.1724648221613111, "alpha_spy_m1d": 0.1772899353395362, "alpha_c_m1d": 0.16119836054097825, "bench_spy_m1d": 0.004825113178225093, "bench_c_m1d": -0.011266461620332846, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012583274854382043, "ret_signed_p1d": 0.012583274854382043, "alpha_spy_p1d": 0.01315185363671334, "alpha_c_p1d": 0.01105849154989691, "bench_spy_p1d": 0.0005685787823312971, "bench_c_p1d": -0.0015247833044851333, "ret_p1w": -0.11250926852943122, "ret_signed_p1w": 0.11250926852943122, "alpha_spy_p1w": 0.09266932171692954, "alpha_c_p1w": 0.10751135329034434, "bench_spy_p1w": -0.019839946812501674, "bench_c_p1w": -0.004997915239086881, "ret_p1m": -0.3363344092514292, "ret_signed_p1m": 0.3363344092514292, "alpha_spy_p1m": 0.26010283129765444, "alpha_c_p1m": 0.25378047047966756, "bench_spy_p1m": -0.07623157795377478, "bench_c_p1m": -0.08255393877176165, "ret_p3m": -0.20985107202738307, "ret_signed_p3m": 0.20985107202738307, "alpha_spy_p3m": 0.3068197611173885, "alpha_c_p3m": 0.19783071210513026, "bench_spy_p3m": 0.09696868909000544, "bench_c_p3m": -0.01202035992225281, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3363344092514292, "alpha_spy_stated": 0.26010283129765444, "alpha_c_stated": 0.25378047047966756, "price_path": [0.1665, 0.0817, 0.0928, -0.0141, 0.0743, 0.0795, 0.0854, 0.0412, 0.0131, 0.0316, 0.0213, -0.034, -0.037, -0.034, 0.0074, 0.0015, 0.017, 0.017, 0.0059, -0.0007, 0.0, -0.0081, -0.0081, -0.0244, -0.0392, -0.0748, -0.0844, -0.0918, -0.1073, -0.1007, -0.1014, -0.1058, -0.1244, -0.1266, -0.1266, -0.1451, -0.1414, -0.1281, -0.134, -0.1199, -0.1451, -0.1606, -0.1665, -0.1702, -0.1725, -0.1999, -0.2043, -0.2213, -0.2184, -0.2095, -0.1976, -0.185, -0.2413, -0.2361, -0.2361, -0.1984, -0.1769, -0.1902, -0.2073, -0.2184, -0.2309, -0.248, -0.1725, 0.0, -0.0126, -0.0785, -0.1081, -0.131, -0.1125, -0.1717, -0.2354, -0.2642, -0.2746, -0.2805, -0.2932, -0.3133, -0.3304, -0.3334, -0.3192, -0.32, -0.3177, -0.3133, -0.3393, -0.346, -0.3363, -0.3289, -0.3118, -0.2917, -0.2917, -0.2671, -0.189, -0.195, -0.1927, -0.2099, -0.2017, -0.1756, -0.1317, -0.1273, -0.1265, -0.1206, -0.1362, -0.1221, -0.1615, -0.1838, -0.2121, -0.2173, -0.2307, -0.2381, -0.1749, -0.1719, -0.2069, -0.1883, -0.1994, -0.1749, -0.189, -0.2046, -0.221, -0.2478, -0.2642, -0.2694, -0.2634, -0.2463, -0.2351, -0.2218, -0.2218, -0.2285, -0.2099, -0.1957, -0.2106, -0.1831, -0.1979, -0.2225, -0.2054, -0.2396, -0.227, -0.2381, -0.2329, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2022320772400730470", "ticker_idx": 0, "ts": "2026-02-13T14:43:39+00:00", "symbol": "AMZN", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMZN 6/18 200c $17.40", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long AMZN via June 18 $200 calls at $17.40.", "resolved_tickers": ["AMZN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "original", "lang": "en", "tweet_text": "$AMZN 6/18 200c $17.40\n\nI'm not going for a snipe here because I'm preoccupied with something else.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.004074716257054689, "ret_signed_m1d": 0.004074716257054689, "alpha_spy_m1d": 0.004778705800448924, "alpha_c_m1d": 0.004505118372782779, "bench_spy_m1d": -0.0007039895433942345, "bench_c_m1d": -0.0004304021157280902, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.0569445530788113, "ret_signed_p1w": 0.0569445530788113, "alpha_spy_p1w": 0.04567937380924758, "alpha_c_p1w": 0.04601328686881878, "bench_spy_p1w": 0.011265179269563719, "bench_c_p1w": 0.010931266209992518, "ret_p1m": 0.06514418554454782, "ret_signed_p1m": 0.06514418554454782, "alpha_spy_p1m": 0.08380197319322091, "alpha_c_p1m": 0.09940139084839683, "bench_spy_p1m": -0.018657787648673096, "bench_c_p1m": -0.034257205303849014, "ret_p3m": 0.35887124103875223, "ret_signed_p3m": 0.35887124103875223, "alpha_spy_p3m": 0.2670673957584535, "alpha_c_p3m": 0.33495585963443975, "bench_spy_p3m": 0.09180384528029872, "bench_c_p3m": 0.023915381404312486, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.06514418554454782, "alpha_spy_stated": 0.08380197319322091, "alpha_c_stated": 0.09940139084839683, "price_path": [0.1195, 0.1202, 0.0923, 0.1102, 0.1383, 0.1553, 0.1528, 0.1528, 0.1732, 0.1765, 0.1792, 0.169, 0.1525, 0.1546, 0.1414, 0.1465, 0.166, 0.1584, 0.1378, 0.1195, 0.1196, 0.1131, 0.1407, 0.1437, 0.1491, 0.1678, 0.169, 0.169, 0.1697, 0.1674, 0.1697, 0.1611, 0.1611, 0.1394, 0.1724, 0.212, 0.2152, 0.2389, 0.2444, 0.2399, 0.2204, 0.1905, 0.1981, 0.2029, 0.2029, 0.162, 0.1636, 0.1788, 0.2031, 0.1994, 0.2308, 0.2224, 0.216, 0.2038, 0.2222, 0.2004, 0.172, 0.1202, 0.058, 0.05, 0.0411, 0.0266, 0.0041, 0.0, 0.0, 0.0119, 0.0302, 0.0305, 0.0569, 0.0326, 0.0491, 0.0596, 0.0459, 0.0564, 0.0483, 0.05, 0.0907, 0.1014, 0.0725, 0.0739, 0.0782, 0.0697, 0.054, 0.0447, 0.0651, 0.0825, 0.0557, 0.0502, 0.0331, 0.0571, 0.0425, 0.065, 0.044, 0.0028, 0.0109, 0.0477, 0.0593, 0.0552, 0.0552, 0.0704, 0.0754, 0.113, 0.1754, 0.1992, 0.2068, 0.2527, 0.2501, 0.2561, 0.2604, 0.249, 0.2572, 0.2846, 0.2832, 0.328, 0.3135, 0.3064, 0.3232, 0.3334, 0.3495, 0.3685, 0.3761, 0.3833, 0.3641, 0.3717, 0.3531, 0.3372, 0.3589, 0.3442, 0.3287, 0.3324, 0.3046, 0.3331, 0.3505, 0.3397, 0.3397, 0.3345, 0.3675, 0.3783, 0.3614, 0.3143, 0.2904, 0.2577, 0.2767, 0.2376, 0.2336, 0.2284, 0.1972, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018867229912437154", "ticker_idx": 0, "ts": "2026-02-04T02:00:31+00:00", "symbol": "energy", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy energy, buy materials", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short TSLA (cash drain from xAI/SpaceX bailout chain), short AI plays; long energy, materials, and emerging markets as the real beneficiaries.", "resolved_tickers": ["XLE"], "resolution_method": "etf", "resolution_reason": "US energy sector proxied by XLE ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Elmo is going to frame this as \"optimizing AI\" and probably \"building datacenters in orbit\" or some shit.  Here's the reality:\n\nX ran out of cash, so he forced a sale to xAI and saddled xAI investors with the bad debt. xAI burns over a billion dollars a MONTH with almost no revenues (107 million/qtr).  So xAI is out of money.\n\nSpaceX is actually profitable thanks to corporate welfare. I'm not sure if this is public or not, but it generates about 16 billion in revenues, and almost 50% of that is profit. It's corporate welfare profit, but profit.\n\nElmo is famous for refusing to let any of his stinkers of businesses sink (remember $FSLR?), so what's a guy to do?  Force the money pit that is xAI onto SpaceX investors (disclaimer:  I am one) to keep the xAI lights on.  Then you have a much hyped SpaceX IPO, which infuses the combined company with capital that allows xAI to keep pissing away more money than the GDP of a small nation.  It's a bailout, nothing more, nothing less. \n\nAnd when SpaceX runs out of cash?  Simple, just force a merger into Tesla and take what's left of its cash reserves.\n\nThe sad thing is, this isn't even considered dirty in today's corporate stack.  The AI companies have been operating in a closed loop monetary system by which they just keep pumping each other full of the same money for a couple of years now.\n\nThe AI trade is incredibly crowded if you don't know what you're doing.  I said it late last year and I'll say it again:  Buy the shovel sellers, not the people mining for the supposed gold. Buy energy, buy materials.  The AI company balance sheets are AWFUL.  And I maintain what I said back in December that if you're looking to beat the big boys, get in early on emerging markets because that's where they're going to pivot to when the cops show up to break up the party.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.021957285356404843, "ret_signed_m1d": -0.021957285356404843, "alpha_spy_m1d": -0.026824784821482983, "alpha_c_m1d": -0.026824784821482983, "bench_spy_m1d": 0.00486749946507814, "bench_c_m1d": 0.00486749946507814, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011735737819631442, "ret_signed_p1d": -0.011735737819631442, "alpha_spy_p1d": 0.0007534734365702844, "alpha_c_p1d": 0.0007534734365702844, "bench_spy_p1d": -0.012489211256201727, "bench_c_p1d": -0.012489211256201727, "ret_p1w": 0.04069657113739944, "ret_signed_p1w": 0.04069657113739944, "alpha_spy_p1w": 0.03228775041566201, "alpha_c_p1w": 0.03228775041566201, "bench_spy_p1w": 0.008408820721737431, "bench_c_p1w": 0.008408820721737431, "ret_p1m": 0.0690894922505858, "ret_signed_p1m": 0.0690894922505858, "alpha_spy_p1m": 0.07620121096916, "alpha_c_p1m": 0.07620121096916, "bench_spy_p1m": -0.007111718718574189, "bench_c_p1m": -0.007111718718574189, "ret_p3m": 0.1315168815791128, "ret_signed_p3m": 0.1315168815791128, "alpha_spy_p3m": 0.08228720925813504, "alpha_c_p3m": 0.08228720925813504, "bench_spy_p3m": 0.049229672320977746, "bench_c_p3m": 0.049229672320977746, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0690894922505858, "alpha_spy_stated": 0.07620121096916, "alpha_c_stated": 0.07620121096916, "price_path": [-0.1597, -0.1521, -0.1411, -0.1531, -0.1509, -0.1365, -0.1522, -0.1455, -0.1565, -0.1661, -0.1609, -0.1632, -0.1685, -0.1622, -0.1622, -0.1512, -0.143, -0.1541, -0.1382, -0.1346, -0.1381, -0.1475, -0.1423, -0.1333, -0.1374, -0.1458, -0.1518, -0.1777, -0.1595, -0.1717, -0.1717, -0.1632, -0.1577, -0.1601, -0.1601, -0.1634, -0.1554, -0.149, -0.1537, -0.1537, -0.1359, -0.1124, -0.1361, -0.1458, -0.1189, -0.1166, -0.1228, -0.1104, -0.0903, -0.0988, -0.0973, -0.0973, -0.099, -0.0772, -0.0742, -0.0689, -0.0683, -0.0598, -0.0526, -0.0439, -0.0337, -0.0526, -0.022, 0.0, -0.0117, 0.008, 0.0153, 0.0142, 0.0407, 0.0218, 0.0288, 0.0288, 0.0174, 0.0369, 0.0445, 0.0388, 0.0439, 0.043, 0.0386, 0.042, 0.0585, 0.0797, 0.0698, 0.0636, 0.0691, 0.0708, 0.0661, 0.0524, 0.0786, 0.0886, 0.0922, 0.096, 0.1075, 0.106, 0.1236, 0.1227, 0.1361, 0.1591, 0.154, 0.1721, 0.1919, 0.1805, 0.1671, 0.1235, 0.1288, 0.1288, 0.137, 0.1462, 0.106, 0.0923, 0.0848, 0.0881, 0.066, 0.0624, 0.078, 0.0483, 0.0492, 0.0645, 0.0772, 0.0856, 0.0835, 0.0816, 0.0995, 0.1247, 0.1365, 0.1212, 0.1315, 0.1327, 0.086, 0.066, 0.0612, 0.0892, 0.0968, 0.098, 0.1064, 0.1325, 0.1542, 0.1677, 0.1393, 0.1266, 0.1334, 0.1334, 0.1022, 0.0858, 0.085, 0.0725, 0.0917, 0.1043, 0.1186, 0.1193, 0.0987, 0.1113, 0.0934, 0.1098, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2018867229912437154", "ticker_idx": 1, "ts": "2026-02-04T02:00:31+00:00", "symbol": "materials", "kind": "sector", "geography": "US", "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Buy energy, buy materials", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short TSLA (cash drain from xAI/SpaceX bailout chain), short AI plays; long energy, materials, and emerging markets as the real beneficiaries.", "resolved_tickers": ["XLB"], "resolution_method": "etf", "resolution_reason": "US materials sector proxied by XLB ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Elmo is going to frame this as \"optimizing AI\" and probably \"building datacenters in orbit\" or some shit.  Here's the reality:\n\nX ran out of cash, so he forced a sale to xAI and saddled xAI investors with the bad debt. xAI burns over a billion dollars a MONTH with almost no revenues (107 million/qtr).  So xAI is out of money.\n\nSpaceX is actually profitable thanks to corporate welfare. I'm not sure if this is public or not, but it generates about 16 billion in revenues, and almost 50% of that is profit. It's corporate welfare profit, but profit.\n\nElmo is famous for refusing to let any of his stinkers of businesses sink (remember $FSLR?), so what's a guy to do?  Force the money pit that is xAI onto SpaceX investors (disclaimer:  I am one) to keep the xAI lights on.  Then you have a much hyped SpaceX IPO, which infuses the combined company with capital that allows xAI to keep pissing away more money than the GDP of a small nation.  It's a bailout, nothing more, nothing less. \n\nAnd when SpaceX runs out of cash?  Simple, just force a merger into Tesla and take what's left of its cash reserves.\n\nThe sad thing is, this isn't even considered dirty in today's corporate stack.  The AI companies have been operating in a closed loop monetary system by which they just keep pumping each other full of the same money for a couple of years now.\n\nThe AI trade is incredibly crowded if you don't know what you're doing.  I said it late last year and I'll say it again:  Buy the shovel sellers, not the people mining for the supposed gold. Buy energy, buy materials.  The AI company balance sheets are AWFUL.  And I maintain what I said back in December that if you're looking to beat the big boys, get in early on emerging markets because that's where they're going to pivot to when the cops show up to break up the party.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.022933112358663577, "ret_signed_m1d": -0.022933112358663577, "alpha_spy_m1d": -0.027800611823741717, "alpha_c_m1d": -0.027800611823741717, "bench_spy_m1d": 0.00486749946507814, "bench_c_m1d": 0.00486749946507814, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02678744363916452, "ret_signed_p1d": -0.02678744363916452, "alpha_spy_p1d": -0.014298232382962794, "alpha_c_p1d": -0.014298232382962794, "bench_spy_p1d": -0.012489211256201727, "bench_c_p1d": -0.012489211256201727, "ret_p1w": 0.03333974035820897, "ret_signed_p1w": 0.03333974035820897, "alpha_spy_p1w": 0.024930919636471538, "alpha_c_p1w": 0.024930919636471538, "bench_spy_p1w": 0.008408820721737431, "bench_c_p1w": 0.008408820721737431, "ret_p1m": -0.020427800718438416, "ret_signed_p1m": -0.020427800718438416, "alpha_spy_p1m": -0.013316081999864227, "alpha_c_p1m": -0.013316081999864227, "bench_spy_p1m": -0.007111718718574189, "bench_c_p1m": -0.007111718718574189, "ret_p3m": -0.01955580044847205, "ret_signed_p3m": -0.01955580044847205, "alpha_spy_p3m": -0.0687854727694498, "alpha_c_p3m": -0.0687854727694498, "bench_spy_p3m": 0.049229672320977746, "bench_c_p3m": 0.049229672320977746, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.020427800718438416, "alpha_spy_stated": -0.013316081999864227, "alpha_c_stated": -0.013316081999864227, "price_path": [-0.1773, -0.1695, -0.1609, -0.155, -0.1605, -0.1682, -0.1809, -0.1802, -0.1781, -0.1903, -0.1722, -0.1706, -0.1582, -0.1479, -0.1479, -0.143, -0.1451, -0.1529, -0.1469, -0.1519, -0.1547, -0.1664, -0.1681, -0.1518, -0.1349, -0.1344, -0.1349, -0.1372, -0.1336, -0.134, -0.1301, -0.1199, -0.1183, -0.1166, -0.1166, -0.1114, -0.1185, -0.1187, -0.126, -0.126, -0.1112, -0.1023, -0.0846, -0.1004, -0.0846, -0.07, -0.0649, -0.0609, -0.0605, -0.0565, -0.0619, -0.0619, -0.0713, -0.0511, -0.0457, -0.037, -0.0358, -0.0368, -0.0374, -0.0364, -0.0505, -0.0432, -0.0229, 0.0, -0.0268, -0.0073, 0.0056, 0.0197, 0.0333, 0.0181, 0.0274, 0.0274, 0.0156, 0.0218, 0.0181, 0.0206, 0.0206, 0.0283, 0.0225, 0.0214, 0.0293, 0.0262, 0.001, 0.0006, -0.0204, -0.0391, -0.0366, -0.0387, -0.0395, -0.0426, -0.052, -0.048, -0.0457, -0.0657, -0.08, -0.0946, -0.0796, -0.0621, -0.0436, -0.0498, -0.0532, -0.0498, -0.0327, -0.0232, -0.0242, -0.0242, -0.0279, -0.0306, 0.0017, 0.0002, 0.0058, 0.0103, 0.0068, -0.0054, 0.0017, 0.0043, 0.011, 0.0021, 0.0033, 0.0029, 0.005, 0.0023, -0.005, -0.0136, -0.0037, -0.006, -0.0196, -0.0025, 0.0145, -0.005, -0.0014, 0.0116, 0.0093, 0.0077, 0.0002, -0.0263, -0.0279, -0.0507, -0.0376, -0.0318, -0.0265, -0.0265, -0.013, -0.0093, -0.0058, -0.0099, -0.0143, -0.0027, -0.0006, -0.0008, -0.0199, -0.0329, -0.0172, -0.0399, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016274621461561779", "ticker_idx": 0, "ts": "2026-01-27T22:18:24+00:00", "symbol": "Sandisk", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sandisk and Western Digital are the belles of the ball due to the flash shortage", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Sandisk, Western Digital, and Seagate as beneficiaries of the flash shortage.", "resolved_tickers": ["SNDK"], "resolution_method": "exchange_ticker", "resolution_reason": "SanDisk Corp US equity, flash storage context", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "\"Sandisk and Western Digital are the belles of the ball due to the flash shortage.\"\n\n(I did forget to include Seagate in that sentence, but it was heavily implied at least because they're all in the same space).\n\nHOW.  DOES.  IT.  TASTE?  Is it salty?  I just got done working out. I know, I know...I just got lucky.  Again.  For the 608th time.\n\nI might be setting a site record for most big hits in a row in one post.\n\nAt this point, some of you have made more in 1 day than you'll make in a year at your day jobs.", "reply_text": null, "parent_text": null, "quoted_text": "Market analysis for the week:\n\nGold blew right past $5k and is pushing $5100\nSilver touched $110\nThe dollar is in a freefall at 97.15\nThe EUR/USD is spiking at 1.19\n\nThere are going to be posts going up here today hounding a certain governor for completely misreading what this", "parent_author": null, "ret_m1d": -0.08756138161113936, "ret_signed_m1d": -0.08756138161113936, "alpha_spy_m1d": -0.08766206165023904, "alpha_c_m1d": -0.07965416982775986, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": -0.007907211783379497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02211773932899841, "ret_signed_p1d": 0.02211773932899841, "alpha_spy_p1d": 0.024102121777968222, "alpha_c_p1d": 0.037932265273039834, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.015814525944041424, "ret_p1w": 0.10787859368005104, "ret_signed_p1w": 0.10787859368005104, "alpha_spy_p1w": 0.1211511094638913, "alpha_c_p1w": 0.18232745581798349, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.07444886213793245, "ret_p1m": 0.2355249291761763, "ret_signed_p1m": 0.2355249291761763, "alpha_spy_p1m": 0.24432536787360537, "alpha_c_p1m": 0.2906076950663591, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.055082765890182794, "ret_p3m": 1.0283151853912633, "ret_signed_p3m": 1.0283151853912633, "alpha_spy_p3m": 0.9971064854389895, "alpha_c_p3m": 0.95098716694042, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.07732801845084336, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.2355249291761763, "alpha_spy_stated": 0.24432536787360537, "alpha_c_stated": 0.2906076950663591, "price_path": [-0.6222, -0.6077, -0.6312, -0.5897, -0.6064, -0.5461, -0.4922, -0.4853, -0.4634, -0.5384, -0.5183, -0.4961, -0.5358, -0.5338, -0.6286, -0.6204, -0.5699, -0.5821, -0.5924, -0.5924, -0.5768, -0.6017, -0.6108, -0.6316, -0.5957, -0.567, -0.5727, -0.5841, -0.5587, -0.5421, -0.6092, -0.6174, -0.6033, -0.608, -0.5841, -0.5497, -0.5431, -0.5358, -0.526, -0.526, -0.5261, -0.5371, -0.5447, -0.5501, -0.5501, -0.4783, -0.4805, -0.3374, -0.3299, -0.366, -0.2847, -0.2622, -0.2612, -0.265, -0.2244, -0.2161, -0.2161, -0.1412, -0.0499, -0.0458, -0.102, -0.1077, -0.0876, 0.0, 0.0221, 0.0921, 0.2608, 0.3182, 0.1079, 0.0921, 0.1333, 0.1057, 0.0266, 0.1359, 0.1946, 0.1875, 0.1875, 0.1193, 0.1379, 0.1771, 0.2319, 0.2632, 0.2102, 0.1985, 0.2355, 0.2042, 0.1733, 0.0716, 0.1354, 0.0719, -0.0006, 0.1158, 0.173, 0.2422, 0.1728, 0.2539, 0.3336, 0.3649, 0.4284, 0.4633, 0.3451, 0.3314, 0.3314, 0.2847, 0.1432, 0.1672, 0.085, 0.2041, 0.3129, 0.3297, 0.3297, 0.3734, 0.3472, 0.48, 0.614, 0.6143, 0.8052, 0.79, 0.69, 0.7426, 0.7455, 0.7304, 0.7124, 0.8556, 0.7672, 0.8761, 1.0283, 0.8997, 1.017, 1.0782, 1.2497, 1.3802, 1.6654, 1.6723, 1.5396, 1.9611, 1.933, 1.752, 1.7429, 1.6206, 1.6678, 1.5264, 1.6217, 1.6393, 1.923, 1.8025, 1.8025, 2.0126, 2.0134, 2.1113, 2.2124, 2.3384, 2.253, 2.4712, 2.3351, 1.9553, 2.112, 2.1206, 2.1144, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016274621461561779", "ticker_idx": 1, "ts": "2026-01-27T22:18:24+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Sandisk and Western Digital are the belles of the ball due to the flash shortage", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Sandisk, Western Digital, and Seagate as beneficiaries of the flash shortage.", "resolved_tickers": ["WDC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "\"Sandisk and Western Digital are the belles of the ball due to the flash shortage.\"\n\n(I did forget to include Seagate in that sentence, but it was heavily implied at least because they're all in the same space).\n\nHOW.  DOES.  IT.  TASTE?  Is it salty?  I just got done working out. I know, I know...I just got lucky.  Again.  For the 608th time.\n\nI might be setting a site record for most big hits in a row in one post.\n\nAt this point, some of you have made more in 1 day than you'll make in a year at your day jobs.", "reply_text": null, "parent_text": null, "quoted_text": "Market analysis for the week:\n\nGold blew right past $5k and is pushing $5100\nSilver touched $110\nThe dollar is in a freefall at 97.15\nThe EUR/USD is spiking at 1.19\n\nThere are going to be posts going up here today hounding a certain governor for completely misreading what this", "parent_author": null, "ret_m1d": -0.09667495665472181, "ret_signed_m1d": -0.09667495665472181, "alpha_spy_m1d": -0.0967756366938215, "alpha_c_m1d": -0.08876774487134231, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": -0.007907211783379497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00461203150712286, "ret_signed_p1d": -0.00461203150712286, "alpha_spy_p1d": -0.0026276490581530476, "alpha_c_p1d": 0.011202494436918564, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.015814525944041424, "ret_p1w": -0.03678935608772549, "ret_signed_p1w": -0.03678935608772549, "alpha_spy_p1w": -0.023516840303885234, "alpha_c_p1w": 0.03765950605020696, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.07444886213793245, "ret_p1m": 0.009116948667114322, "ret_signed_p1m": 0.009116948667114322, "alpha_spy_p1m": 0.017917387364543402, "alpha_c_p1m": 0.06419971455729712, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.055082765890182794, "ret_p3m": 0.43339938900054675, "ret_signed_p3m": 0.43339938900054675, "alpha_spy_p3m": 0.40219068904827293, "alpha_c_p3m": 0.3560713705497034, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.07732801845084336, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009116948667114322, "alpha_spy_stated": 0.017917387364543402, "alpha_c_stated": 0.06419971455729712, "price_path": [-0.4634, -0.4355, -0.4564, -0.4281, -0.4156, -0.4178, -0.3776, -0.3927, -0.4066, -0.4386, -0.4362, -0.4197, -0.4539, -0.45, -0.499, -0.5028, -0.4608, -0.4448, -0.4365, -0.4365, -0.4165, -0.4158, -0.4285, -0.4442, -0.4244, -0.3962, -0.393, -0.3939, -0.3495, -0.3307, -0.3695, -0.3849, -0.3758, -0.4056, -0.3743, -0.3526, -0.368, -0.3627, -0.358, -0.358, -0.3509, -0.3576, -0.3705, -0.3841, -0.3841, -0.3289, -0.3283, -0.2157, -0.2854, -0.329, -0.2833, -0.2415, -0.2349, -0.2313, -0.2059, -0.208, -0.208, -0.2028, -0.1351, -0.1302, -0.1548, -0.1389, -0.0967, 0.0, -0.0046, -0.1054, -0.0339, 0.0377, -0.0368, -0.0698, 0.0103, 0.0225, -0.0613, -0.0213, 0.0157, 0.0067, 0.0067, 0.0158, 0.0603, 0.0178, 0.0208, 0.0026, -0.0326, 0.0402, 0.0091, 0.0, -0.0344, -0.104, -0.0658, -0.0735, -0.1227, -0.0626, -0.0477, -0.0385, -0.0658, -0.026, 0.0238, 0.1225, 0.0906, 0.1336, 0.0484, 0.0545, 0.0768, 0.0593, -0.0222, -0.0151, -0.0998, -0.0325, 0.065, 0.0551, 0.0551, 0.0879, 0.1159, 0.2118, 0.2086, 0.2284, 0.2525, 0.31, 0.3056, 0.2938, 0.3325, 0.3382, 0.3729, 0.3918, 0.4419, 0.4451, 0.4334, 0.3986, 0.4764, 0.5543, 0.5435, 0.5823, 0.6642, 0.7282, 0.6594, 0.7169, 0.8451, 0.7482, 0.7673, 0.7497, 0.7242, 0.6407, 0.6304, 0.644, 0.7401, 0.7323, 0.7323, 0.8767, 0.8979, 0.9, 0.9001, 0.9537, 1.0142, 1.1251, 1.0585, 0.8309, 0.8853, 0.8524, 0.7535, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016274621461561779", "ticker_idx": 2, "ts": "2026-01-27T22:18:24+00:00", "symbol": "STX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I did forget to include Seagate in that sentence, but it was heavily implied at least because they're all in the same space", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Long Sandisk, Western Digital, and Seagate as beneficiaries of the flash shortage.", "resolved_tickers": ["STX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "\"Sandisk and Western Digital are the belles of the ball due to the flash shortage.\"\n\n(I did forget to include Seagate in that sentence, but it was heavily implied at least because they're all in the same space).\n\nHOW.  DOES.  IT.  TASTE?  Is it salty?  I just got done working out. I know, I know...I just got lucky.  Again.  For the 608th time.\n\nI might be setting a site record for most big hits in a row in one post.\n\nAt this point, some of you have made more in 1 day than you'll make in a year at your day jobs.", "reply_text": null, "parent_text": null, "quoted_text": "Market analysis for the week:\n\nGold blew right past $5k and is pushing $5100\nSilver touched $110\nThe dollar is in a freefall at 97.15\nThe EUR/USD is spiking at 1.19\n\nThere are going to be posts going up here today hounding a certain governor for completely misreading what this", "parent_author": null, "ret_m1d": -0.16067998301567787, "ret_signed_m1d": -0.16067998301567787, "alpha_spy_m1d": -0.16078066305477756, "alpha_c_m1d": -0.15277277123229838, "bench_spy_m1d": 0.00010068003909968759, "bench_c_m1d": -0.007907211783379497, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.008218015528838496, "ret_signed_p1d": 0.008218015528838496, "alpha_spy_p1d": 0.010202397977808308, "alpha_c_p1d": 0.02403254147287992, "bench_spy_p1d": -0.0019843824489698125, "bench_c_p1d": -0.015814525944041424, "ret_p1w": -0.05486188643032175, "ret_signed_p1w": -0.05486188643032175, "alpha_spy_p1w": -0.041589370646481494, "alpha_c_p1w": 0.0195869757076107, "bench_spy_p1w": -0.013272515783840255, "bench_c_p1w": -0.07444886213793245, "ret_p1m": -0.0750908158769178, "ret_signed_p1m": -0.0750908158769178, "alpha_spy_p1m": -0.06629037717948871, "alpha_c_p1m": -0.020008049986735, "bench_spy_p1m": -0.00880043869742908, "bench_c_p1m": -0.055082765890182794, "ret_p3m": 0.34761567946674976, "ret_signed_p3m": 0.34761567946674976, "alpha_spy_p3m": 0.31640697951447594, "alpha_c_p3m": 0.2702876610159064, "bench_spy_p3m": 0.031208699952273822, "bench_c_p3m": 0.07732801845084336, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0750908158769178, "alpha_spy_stated": -0.06629037717948871, "alpha_c_stated": -0.020008049986735, "price_path": [-0.4238, -0.402, -0.4362, -0.379, -0.3729, -0.371, -0.338, -0.3515, -0.3622, -0.4088, -0.4186, -0.4114, -0.4284, -0.4165, -0.4584, -0.4652, -0.4294, -0.4103, -0.3869, -0.3869, -0.377, -0.3918, -0.3991, -0.4175, -0.4019, -0.3722, -0.3573, -0.3631, -0.3269, -0.3068, -0.3523, -0.3569, -0.3512, -0.3748, -0.3425, -0.3327, -0.3631, -0.3632, -0.3559, -0.3559, -0.3538, -0.3649, -0.3677, -0.3783, -0.3783, -0.3508, -0.3457, -0.254, -0.304, -0.3578, -0.3136, -0.2742, -0.2811, -0.295, -0.2768, -0.2635, -0.2635, -0.264, -0.2229, -0.2176, -0.2186, -0.1911, -0.1607, 0.0, 0.0082, -0.0796, -0.0225, 0.0034, -0.0549, -0.0846, -0.0307, -0.0405, -0.1054, -0.0806, -0.0266, -0.0382, -0.0382, -0.0609, -0.0424, -0.0767, -0.0718, -0.0802, -0.1059, -0.0476, -0.0751, -0.0792, -0.1432, -0.1926, -0.1533, -0.1707, -0.2035, -0.1549, -0.1324, -0.1286, -0.1557, -0.1337, -0.0997, -0.0493, -0.0816, -0.0188, -0.0716, -0.0878, -0.0406, -0.0654, -0.1433, -0.1404, -0.1803, -0.114, -0.0431, -0.0289, -0.0289, 0.0252, 0.0601, 0.1224, 0.1326, 0.1379, 0.1609, 0.2064, 0.1751, 0.2028, 0.2388, 0.2207, 0.2663, 0.3115, 0.329, 0.3259, 0.3476, 0.3096, 0.4549, 0.5235, 0.644, 0.6703, 0.7437, 0.7786, 0.7334, 0.77, 0.8862, 0.8292, 0.8485, 0.8201, 0.7991, 0.6755, 0.6586, 0.6986, 0.833, 0.8381, 0.8381, 0.9128, 0.9691, 0.9919, 0.9898, 1.0836, 1.0957, 1.1275, 1.0942, 0.9167, 0.9829, 0.9134, 0.8455, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019093595047789026", "ticker_idx": 0, "ts": "2026-02-04T17:00:00+00:00", "symbol": "HOOD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Robinhood is, at best, a $46 stock, and that's if you're very generous with valuation. It's not confusing how it would fall back into the 80's after a bunch of dumb money piled into it and drove it to 4x its value. I'm short $HOOD, and have been for about $40 now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short HOOD with a $46 fair-value ceiling; author holds an active short position entered around $40, views current price as driven by dumb money.", "resolved_tickers": ["HOOD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Capital Markets'", "bench_c_industry": "Capital Markets", "unit_kind": "quote", "lang": "en", "tweet_text": "Always amusing to me to see guys like this talk about how a stock's movement is \"confusing\".  Any time you see this in the context of something like $HOOD, you can safely disregard what the person is saying because they don't understand how to evaluate equities.\n\nRobinhood is, at best, a $46 stock, and that's if you're very generous with valuation.  It's not confusing how it would fall back into the 80's after a bunch of dumb money piled into it and drove it to 4x its value.  Amit's made a pretty good name for himself on this site because he piled all of his cash into a series of meme-level stocks (this one, $PLTR, $RIVN, etc.) and watched as retail drove them to dizzying heights, and he's friendly enough about it.  But make no mistake:  The guy has absolutely no idea what he's doing and lacks even a basic understanding of evaluating equities from a structural perspective.\n\n(Disclaimer:  I'm short $HOOD, and have been for about $40 now)", "reply_text": null, "parent_text": null, "quoted_text": "$HOOD \n\nLet's talk about the Robinhood selloff.\n\nSo, this is confusing on multiple levels but I will try to breakdown what I think is happening.\n\n- First, I discussed this in my end of year substack but I had hedged a majority of my position with deep ITM calls. The reasoning https://t.co/woSQQavY16", "parent_author": null, "ret_m1d": 0.08000492096876832, "ret_signed_m1d": -0.08000492096876832, "alpha_spy_m1d": -0.07513742150369018, "alpha_c_m1d": -0.08797382585367164, "bench_spy_m1d": 0.00486749946507814, "bench_c_m1d": -0.007968904884903316, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.09848675478670676, "ret_signed_p1d": 0.09848675478670676, "alpha_spy_p1d": 0.08599754353050504, "alpha_c_p1d": 0.08607016835671166, "bench_spy_p1d": -0.012489211256201727, "bench_c_p1d": -0.012416586429995102, "ret_p1w": -0.03287027332669323, "ret_signed_p1w": 0.03287027332669323, "alpha_spy_p1w": 0.041279094048430665, "alpha_c_p1w": 0.010260941239248922, "bench_spy_p1w": 0.008408820721737431, "bench_c_p1w": -0.02260933208744431, "ret_p1m": -0.000744296526221877, "ret_signed_p1m": 0.000744296526221877, "alpha_spy_p1m": -0.006367422192352312, "alpha_c_p1m": -0.049848720573959726, "bench_spy_p1m": -0.007111718718574189, "bench_c_p1m": -0.0505930171001816, "ret_p3m": -0.05048374542503686, "ret_signed_p3m": 0.05048374542503686, "alpha_spy_p3m": 0.09971341774601461, "alpha_c_p3m": 0.011290683558122017, "bench_spy_p3m": 0.049229672320977746, "bench_c_p3m": -0.03919306186691485, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.000744296526221877, "alpha_spy_stated": -0.006367422192352312, "alpha_c_stated": -0.049848720573959726, "price_path": [0.617, 0.6854, 0.6364, 0.6495, 0.5074, 0.5195, 0.4385, 0.4178, 0.4656, 0.3174, 0.3309, 0.4261, 0.4335, 0.5902, 0.5902, 0.5938, 0.5287, 0.5623, 0.6577, 0.7003, 0.6367, 0.6923, 0.6833, 0.6827, 0.5304, 0.4823, 0.4297, 0.481, 0.4364, 0.4532, 0.5052, 0.5179, 0.4914, 0.4939, 0.4939, 0.4653, 0.4566, 0.432, 0.4029, 0.4029, 0.429, 0.5287, 0.5096, 0.4509, 0.4313, 0.4298, 0.4577, 0.4914, 0.4844, 0.3688, 0.3488, 0.3488, 0.3121, 0.3138, 0.3179, 0.3271, 0.3272, 0.3054, 0.2826, 0.2558, 0.2339, 0.1152, 0.08, 0.0, -0.0985, 0.0273, 0.0737, 0.0618, -0.0329, -0.1178, -0.0577, -0.0577, -0.0643, -0.0671, -0.0616, -0.0559, -0.1097, -0.0897, -0.0383, -0.0145, -0.0592, -0.0228, -0.0564, 0.0197, -0.0007, -0.0438, -0.0158, -0.0259, -0.0239, -0.0558, -0.0897, -0.0659, -0.0406, -0.071, -0.0801, -0.1207, -0.1008, -0.1431, -0.1002, -0.1274, -0.1811, -0.1918, -0.1404, -0.1304, -0.1454, -0.1454, -0.1345, -0.1361, -0.109, -0.1302, -0.1418, -0.111, -0.019, 0.0831, 0.0773, 0.1257, 0.1322, 0.0721, 0.0969, 0.0362, 0.0507, 0.0413, 0.018, -0.1168, -0.0959, -0.0863, -0.0505, -0.0445, -0.0195, -0.0538, -0.0445, 0.002, -0.0291, -0.048, 0.001, -0.0432, -0.043, -0.0801, -0.0603, -0.0583, -0.0866, -0.0866, -0.081, -0.0545, 0.0523, 0.1697, 0.1254, 0.0935, 0.0277, 0.0956, 0.0229, 0.0548, 0.0391, 0.0712, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016891552539275702", "ticker_idx": 0, "ts": "2026-01-29T15:09:52+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these moves based on $MSFT's slowing Azure growth and $NOW reporting normalized earnings is overblown on these tickers", "tweet_type": "analysis", "timeline": "days", "summary": "Selloff in software AI names (SNOW, DDOG, MDB, NOW, CRM) is overblown; implied dip-buy opportunity though warns not to be a hero today.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$NOW absolutely MURDERING the software side of the AI trade.  $SNOW -8%, $DDOG -8%, $MDB -9%, $NOW -11%, $CRM -7%.\n\nDon't be a hero today, but these moves based on $MSFT's slowing Azure growth and $NOW reporting normalized earnings is overblown on these tickers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.08341277669710312, "ret_signed_m1d": 0.08341277669710312, "alpha_spy_m1d": 0.08142444864484366, "alpha_c_m1d": 0.08142444864484366, "bench_spy_m1d": 0.001988328052259458, "bench_c_m1d": 0.001988328052259458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0334553760962113, "ret_signed_p1d": -0.0334553760962113, "alpha_spy_p1d": -0.030472795835808086, "alpha_c_p1d": -0.030472795835808086, "bench_spy_p1d": -0.0029825802604032114, "bench_c_p1d": -0.0029825802604032114, "ret_p1w": -0.21397396523105316, "ret_signed_p1w": -0.21397396523105316, "alpha_spy_p1w": -0.19031543632397485, "alpha_c_p1w": -0.19031543632397485, "bench_spy_p1w": -0.023658528907078313, "bench_c_p1w": -0.023658528907078313, "ret_p1m": -0.15528912180029986, "ret_signed_p1m": -0.15528912180029986, "alpha_spy_p1m": -0.14369036513142486, "alpha_c_p1m": -0.14369036513142486, "bench_spy_p1m": -0.011598756668874999, "bench_c_p1m": -0.011598756668874999, "ret_p3m": -0.2849475796255172, "ret_signed_p3m": -0.2849475796255172, "alpha_spy_p3m": -0.31317887505193065, "alpha_c_p3m": -0.31317887505193065, "bench_spy_p3m": 0.02823129542641345, "bench_c_p3m": 0.02823129542641345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.21397396523105316, "alpha_spy_stated": -0.19031543632397485, "alpha_c_stated": -0.19031543632397485, "price_path": [0.3901, 0.3313, 0.3281, 0.3278, 0.3185, 0.3468, 0.3606, 0.3534, 0.2887, 0.2892, 0.2679, 0.2766, 0.2689, 0.2272, 0.1738, 0.2138, 0.2556, 0.2472, 0.2472, 0.2602, 0.264, 0.3025, 0.3292, 0.1776, 0.1476, 0.1301, 0.1165, 0.0862, 0.106, 0.0931, 0.0798, 0.1065, 0.0849, 0.11, 0.1158, 0.1378, 0.1291, 0.1132, 0.1132, 0.1229, 0.118, 0.1138, 0.1003, 0.1003, 0.087, 0.1253, 0.1764, 0.1712, 0.1225, 0.0989, 0.1049, 0.0503, 0.0341, 0.042, 0.0552, 0.0552, 0.0343, 0.0358, 0.059, 0.0518, 0.0597, 0.0671, 0.0834, 0.0, -0.0335, -0.0436, -0.1311, -0.1709, -0.214, -0.1552, -0.1175, -0.0842, -0.103, -0.1327, -0.0857, -0.0857, -0.1117, -0.1168, -0.1012, -0.1348, -0.2095, -0.1922, -0.1513, -0.132, -0.1553, -0.1457, -0.1684, -0.156, -0.1099, -0.0947, -0.0829, -0.1206, -0.1, -0.1109, -0.1039, -0.1252, -0.1242, -0.131, -0.1202, -0.1572, -0.1262, -0.1908, -0.1944, -0.1858, -0.2336, -0.2292, -0.2435, -0.232, -0.2384, -0.2384, -0.2507, -0.2514, -0.2477, -0.3367, -0.3925, -0.3267, -0.3205, -0.2753, -0.28, -0.2778, -0.2454, -0.2434, -0.2197, -0.2657, -0.2962, -0.2765, -0.2849, -0.2917, -0.3155, -0.2928, -0.2767, -0.2892, -0.2991, -0.229, -0.2353, -0.2401, -0.2377, -0.2357, -0.2438, -0.2102, -0.1762, -0.1496, -0.1625, -0.1697, -0.1363, -0.1363, -0.1092, -0.1209, 0.1998, 0.2818, 0.4052, 0.3098, 0.2102, 0.2248, 0.1951, 0.206, 0.2021, 0.2033, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2016891552539275702", "ticker_idx": 1, "ts": "2026-01-29T15:09:52+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these moves based on $MSFT's slowing Azure growth and $NOW reporting normalized earnings is overblown on these tickers", "tweet_type": "analysis", "timeline": "days", "summary": "Selloff in software AI names (SNOW, DDOG, MDB, NOW, CRM) is overblown; implied dip-buy opportunity though warns not to be a hero today.", "resolved_tickers": ["DDOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$NOW absolutely MURDERING the software side of the AI trade.  $SNOW -8%, $DDOG -8%, $MDB -9%, $NOW -11%, $CRM -7%.\n\nDon't be a hero today, but these moves based on $MSFT's slowing Azure growth and $NOW reporting normalized earnings is overblown on these tickers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.09658297386649495, "ret_signed_m1d": 0.09658297386649495, "alpha_spy_m1d": 0.09459464581423549, "alpha_c_m1d": 0.09459464581423549, "bench_spy_m1d": 0.001988328052259458, "bench_c_m1d": 0.001988328052259458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00889385796206943, "ret_signed_p1d": 0.00889385796206943, "alpha_spy_p1d": 0.01187643822247264, "alpha_c_p1d": 0.01187643822247264, "bench_spy_p1d": -0.0029825802604032114, "bench_c_p1d": -0.0029825802604032114, "ret_p1w": -0.16734272542130113, "ret_signed_p1w": -0.16734272542130113, "alpha_spy_p1w": -0.14368419651422282, "alpha_c_p1w": -0.14368419651422282, "bench_spy_p1w": -0.023658528907078313, "bench_c_p1w": -0.023658528907078313, "ret_p1m": -0.1265407592301513, "ret_signed_p1m": -0.1265407592301513, "alpha_spy_p1m": -0.11494200256127629, "alpha_c_p1m": -0.11494200256127629, "bench_spy_p1m": -0.011598756668874999, "bench_c_p1m": -0.011598756668874999, "ret_p3m": 0.02629123551676793, "ret_signed_p3m": 0.02629123551676793, "alpha_spy_p3m": -0.0019400599096455196, "alpha_c_p3m": -0.0019400599096455196, "bench_spy_p3m": 0.02823129542641345, "bench_c_p3m": 0.02823129542641345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.16734272542130113, "alpha_spy_stated": -0.14368419651422282, "alpha_c_stated": -0.14368419651422282, "price_path": [0.2645, 0.2288, 0.2091, 0.4887, 0.492, 0.5581, 0.5436, 0.4892, 0.4509, 0.4434, 0.4063, 0.3767, 0.3755, 0.2449, 0.2291, 0.2361, 0.2404, 0.2358, 0.2358, 0.2483, 0.2319, 0.2208, 0.2157, 0.1936, 0.1812, 0.2036, 0.1903, 0.1796, 0.1694, 0.139, 0.1082, 0.0926, 0.0665, 0.0789, 0.0953, 0.1066, 0.1018, 0.0769, 0.0769, 0.0791, 0.0761, 0.0726, 0.0609, 0.0609, 0.0436, 0.0426, 0.0696, 0.1035, 0.0195, -0.021, -0.0126, -0.0209, -0.045, -0.0571, -0.0715, -0.0715, -0.0872, -0.0368, 0.024, 0.0152, 0.066, 0.0782, 0.0966, 0.0, 0.0089, 0.0068, -0.0665, -0.0973, -0.1673, -0.1286, -0.1105, 0.0116, -0.0066, -0.016, -0.0232, -0.0232, -0.0438, -0.0499, -0.0591, -0.0977, -0.1994, -0.1853, -0.1393, -0.0914, -0.1265, -0.1332, -0.128, -0.0768, -0.0454, -0.019, 0.003, -0.0398, -0.0054, -0.008, -0.0286, -0.0126, 0.0054, 0.024, 0.0137, -0.0242, 0.0082, -0.0438, -0.0381, -0.0303, -0.1069, -0.0965, -0.079, -0.0742, -0.061, -0.061, -0.0911, -0.0908, -0.0911, -0.1498, -0.178, -0.1412, -0.1374, -0.0555, -0.0367, -0.0122, 0.0122, 0.0087, 0.0309, -0.0025, 0.0101, 0.035, 0.0263, 0.0452, 0.0313, 0.0963, 0.1444, 0.1369, 0.1212, 0.4724, 0.5616, 0.5784, 0.5598, 0.6017, 0.5825, 0.6226, 0.6291, 0.6785, 0.6558, 0.701, 0.7344, 0.7344, 0.7448, 0.7305, 0.7572, 0.9297, 1.1648, 1.0996, 0.953, 0.9005, 0.8264, 0.8075, 0.7736, 0.7759, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
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{"unit_id": "orig:2016891552539275702", "ticker_idx": 4, "ts": "2026-01-29T15:09:52+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these moves based on $MSFT's slowing Azure growth and $NOW reporting normalized earnings is overblown on these tickers", "tweet_type": "analysis", "timeline": "days", "summary": "Selloff in software AI names (SNOW, DDOG, MDB, NOW, CRM) is overblown; implied dip-buy opportunity though warns not to be a hero today.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "$NOW absolutely MURDERING the software side of the AI trade.  $SNOW -8%, $DDOG -8%, $MDB -9%, $NOW -11%, $CRM -7%.\n\nDon't be a hero today, but these moves based on $MSFT's slowing Azure growth and $NOW reporting normalized earnings is overblown on these tickers.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06483554849014772, "ret_signed_m1d": 0.06483554849014772, "alpha_spy_m1d": 0.06284722043788826, "alpha_c_m1d": 0.06284722043788826, "bench_spy_m1d": 0.001988328052259458, "bench_c_m1d": 0.001988328052259458, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00836144705381503, "ret_signed_p1d": -0.00836144705381503, "alpha_spy_p1d": -0.005378866793411818, "alpha_c_p1d": -0.005378866793411818, "bench_spy_p1d": -0.0029825802604032114, "bench_c_p1d": -0.0029825802604032114, "ret_p1w": -0.11262144205486757, "ret_signed_p1w": -0.11262144205486757, "alpha_spy_p1w": -0.08896291314778926, "alpha_c_p1w": -0.08896291314778926, "bench_spy_p1w": -0.023658528907078313, "bench_c_p1w": -0.023658528907078313, "ret_p1m": -0.09010652845677292, "ret_signed_p1m": -0.09010652845677292, "alpha_spy_p1m": -0.07850777178789792, "alpha_c_p1m": -0.07850777178789792, "bench_spy_p1m": -0.011598756668874999, "bench_c_p1m": -0.011598756668874999, "ret_p3m": -0.1509086208692767, "ret_signed_p3m": -0.1509086208692767, "alpha_spy_p3m": -0.17913991629569015, "alpha_c_p3m": -0.17913991629569015, "bench_spy_p3m": 0.02823129542641345, "bench_c_p3m": 0.02823129542641345, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.11262144205486757, "alpha_spy_stated": -0.08896291314778926, "alpha_c_stated": -0.08896291314778926, "price_path": [0.2188, 0.1866, 0.1784, 0.1159, 0.1187, 0.1272, 0.1403, 0.1473, 0.1213, 0.1363, 0.1054, 0.089, 0.0627, 0.051, 0.0592, 0.0578, 0.0918, 0.064, 0.064, 0.0752, 0.0858, 0.0946, 0.1133, 0.1541, 0.2152, 0.2104, 0.2173, 0.2321, 0.2235, 0.2229, 0.1873, 0.1888, 0.2039, 0.2045, 0.2141, 0.2361, 0.2305, 0.2391, 0.2391, 0.2429, 0.2436, 0.2422, 0.2374, 0.2374, 0.1847, 0.197, 0.228, 0.2431, 0.217, 0.2142, 0.2117, 0.126, 0.1191, 0.0909, 0.0609, 0.0609, 0.028, 0.035, 0.0654, 0.0653, 0.0716, 0.0675, 0.0648, 0.0, -0.0084, -0.0153, -0.0827, -0.0684, -0.1126, -0.1062, -0.0937, -0.0964, -0.1358, -0.1338, -0.1138, -0.1138, -0.1392, -0.1228, -0.1345, -0.1351, -0.1678, -0.1339, -0.1043, -0.0682, -0.0901, -0.0987, -0.0842, -0.0981, -0.0593, -0.0559, -0.0714, -0.0895, -0.0932, -0.0691, -0.0993, -0.0735, -0.0877, -0.0922, -0.0892, -0.0874, -0.0883, -0.1451, -0.15, -0.1328, -0.1624, -0.1357, -0.128, -0.13, -0.1257, -0.1257, -0.1357, -0.1454, -0.1761, -0.1999, -0.2275, -0.1907, -0.1978, -0.1683, -0.1514, -0.1471, -0.1277, -0.1238, -0.1112, -0.1885, -0.1657, -0.1562, -0.1509, -0.1514, -0.1733, -0.1392, -0.1314, -0.1244, -0.1515, -0.1274, -0.1486, -0.1688, -0.1978, -0.2234, -0.2153, -0.1875, -0.1595, -0.1598, -0.1566, -0.1744, -0.1568, -0.1568, -0.1614, -0.1688, -0.175, -0.1051, -0.0185, -0.0595, -0.1074, -0.1161, -0.1306, -0.1451, -0.1789, -0.1996, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2029567727849902368", "ticker_idx": 0, "ts": "2026-03-05T14:40:28+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "if you're really smart, you took some of your gains and bought $CRWD shares. you now own $CRWD FOREVER, for FREE", "tweet_type": "position_disclosure", "timeline": "years", "summary": "Advocates buying CRWD shares with gains from options; holds long equity position indefinitely.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "$61.\n\nYou should be to runners right now.  And, if you're really smart, you took some of your gains and bought $CRWD shares.  Congratulations, you now own $CRWD FOREVER, for FREE https://t.co/tbL1MTpnLs", "reply_text": null, "parent_text": null, "quoted_text": "$CRWD 6/18 400c $28.\n\nThere's no options liquidity for me at any given strike so I'm doing mostly equity here, but this strike is the best represented that I see.", "parent_author": null, "ret_m1d": -0.04336402015093943, "ret_signed_m1d": -0.04336402015093943, "alpha_spy_m1d": -0.04897082801725061, "alpha_c_m1d": -0.04897082801725061, "bench_spy_m1d": 0.005606807866311181, "bench_c_m1d": 0.005606807866311181, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.006640666763531922, "ret_signed_p1d": 0.006640666763531922, "alpha_spy_p1d": 0.019747801834368417, "alpha_c_p1d": 0.019747801834368417, "bench_spy_p1d": -0.013107135070836495, "bench_c_p1d": -0.013107135070836495, "ret_p1w": 0.03608974270379184, "ret_signed_p1w": 0.03608974270379184, "alpha_spy_p1w": 0.058473137296459754, "alpha_c_p1w": 0.058473137296459754, "bench_spy_p1w": -0.022383394592667916, "bench_c_p1w": -0.022383394592667916, "ret_p1m": -0.06345036679312865, "ret_signed_p1m": -0.06345036679312865, "alpha_spy_p1m": -0.028680720126406323, "alpha_c_p1m": -0.028680720126406323, "bench_spy_p1m": -0.03476964666672233, "bench_c_p1m": -0.03476964666672233, "ret_p3m": 0.8043692641243516, "ret_signed_p3m": 0.8043692641243516, "alpha_spy_p3m": 0.686457598836121, "alpha_c_p3m": 0.686457598836121, "bench_spy_p3m": 0.1179116652882306, "bench_c_p3m": 0.1179116652882306, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 252, "stated_label": "p1y", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2089, 0.2155, 0.2191, 0.2147, 0.1845, 0.1439, 0.1464, 0.1029, 0.1199, 0.1293, 0.1337, 0.1236, 0.1196, 0.1196, 0.1291, 0.1167, 0.1161, 0.1, 0.1, 0.0643, 0.0713, 0.0755, 0.1238, 0.0885, 0.1043, 0.0958, 0.0982, 0.081, 0.0677, 0.065, 0.065, 0.0389, 0.0463, 0.0648, 0.0618, 0.099, 0.1185, 0.101, 0.0433, 0.0358, 0.0298, -0.0104, -0.0253, -0.115, -0.0719, -0.0425, -0.03, -0.0243, -0.0343, 0.0082, 0.0082, -0.0279, -0.0244, -0.0094, -0.0881, -0.1779, -0.1781, -0.1475, -0.1057, -0.1271, -0.0969, -0.0815, -0.0434, 0.0, 0.0066, 0.0187, 0.0239, 0.0372, 0.0361, 0.0367, -0.0054, 0.0165, 0.0226, 0.0047, -0.0403, -0.0302, -0.0778, -0.0946, -0.0787, -0.1328, -0.1082, -0.0839, -0.0771, -0.0635, -0.0635, -0.0646, -0.0069, 0.0008, -0.0739, -0.1106, -0.0561, -0.0649, -0.0352, -0.0187, -0.0052, 0.0164, 0.055, 0.0951, 0.0451, 0.0516, 0.0668, 0.0677, 0.0615, 0.046, 0.0692, 0.1011, 0.1182, 0.0983, 0.1867, 0.2384, 0.2724, 0.2816, 0.3201, 0.3609, 0.394, 0.4521, 0.4475, 0.5255, 0.5211, 0.5568, 0.5568, 0.5758, 0.5144, 0.5745, 0.7153, 0.8354, 0.8044, 0.7543, 0.6874, 0.5746, 0.5459, 0.5134, 0.5199, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2024505439921053761", "ticker_idx": 0, "ts": "2026-02-19T15:24:45+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SPY shorts, 2 weeks out. Heavy.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Heavy short SPY position via puts/shorts, 2 weeks out.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "$SPY shorts, 2 weeks out.  Heavy.\n\nYou're gonna be on your own for management.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0026444083928649498, "ret_signed_m1d": -0.0026444083928649498, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.0026444083928649498, "bench_c_m1d": 0.0026444083928649498, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.007231864589122949, "ret_signed_p1d": -0.007231864589122949, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.007231864589122949, "bench_c_p1d": 0.007231864589122949, "ret_p1w": 0.0070418606048510135, "ret_signed_p1w": -0.0070418606048510135, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.0070418606048510135, "bench_c_p1w": 0.0070418606048510135, "ret_p1m": -0.04987537526904562, "ret_signed_p1m": 0.04987537526904562, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.04987537526904562, "bench_c_p1m": -0.04987537526904562, "ret_p3m": 0.07487998901285198, "ret_signed_p3m": -0.07487998901285198, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.07487998901285198, "bench_c_p3m": 0.07487998901285198, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.04987537526904562, "alpha_spy_stated": 0.0, "alpha_c_stated": 0.0, "price_path": [-0.0259, -0.0167, -0.0099, -0.0099, -0.0045, -0.0091, -0.0072, -0.0038, -0.0031, -0.0012, -0.0042, -0.005, 0.0016, 0.0039, -0.0069, -0.0084, -0.0111, -0.022, -0.0146, -0.0057, 0.0005, 0.0051, 0.0086, 0.0086, 0.0085, 0.0049, 0.0037, -0.0037, -0.0037, -0.0019, 0.0047, 0.0107, 0.0075, 0.0073, 0.014, 0.0156, 0.0136, 0.0086, 0.0113, 0.0105, 0.0105, -0.0101, 0.0013, 0.0066, 0.0069, 0.0121, 0.0161, 0.016, 0.014, 0.0109, 0.016, 0.0074, 0.0025, -0.01, 0.009, 0.0138, 0.0112, 0.0109, -0.0047, -0.004, -0.004, -0.0024, 0.0026, 0.0, 0.0072, -0.0031, 0.0042, 0.0127, 0.007, 0.0022, 0.0028, -0.0061, 0.0009, -0.0046, -0.0177, -0.0091, -0.0107, -0.0119, -0.0269, -0.0324, -0.0226, -0.02, -0.0337, -0.0361, -0.0499, -0.0399, -0.0431, -0.0378, -0.055, -0.0711, -0.0742, -0.0473, -0.0401, -0.0392, -0.0392, -0.0347, -0.0343, -0.0097, -0.004, -0.0046, 0.0051, 0.0174, 0.0254, 0.0279, 0.0403, 0.0382, 0.0314, 0.0419, 0.0378, 0.0459, 0.0477, 0.0426, 0.0424, 0.0528, 0.0557, 0.0519, 0.0603, 0.075, 0.0717, 0.0806, 0.083, 0.0814, 0.0874, 0.096, 0.0828, 0.0821, 0.0749, 0.0859, 0.088, 0.0923, 0.0923, 0.0996, 0.0994, 0.1055, 0.1082, 0.1112, 0.1127, 0.1049, 0.1091, 0.0805, 0.0829, 0.0797, 0.0627, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2030795701664551166", "ticker_idx": 0, "ts": "2026-03-09T00:00:00+00:00", "symbol": "oil", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "oil is going to 125 regardless of anything the government does unless it backs out of this like RIGHT NOW. The technicals say 127 if you want to be precise.", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Oil heading to $125–$127 on technicals regardless of government action.", "resolved_tickers": ["USO"], "resolution_method": "etf", "resolution_reason": "Oil commodity proxied by USO ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "First, oil is going to 125 regardless of anything the government does unless it backs out of this like RIGHT NOW.  The technicals say 127 if you want to be precise.  I'll explain why tomorrow.\n\nSecond, oh honey, I KNOW the market has more power than the \"fucking US government\".  Why do you think Trump has gotten on his knees before the bond vigilantes so many times?", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore You think \"the market\" has more power than the fucking US govt? How dumb are you?", "parent_author": null, "ret_m1d": 0.04255721972670501, "ret_signed_m1d": 0.04255721972670501, "alpha_spy_m1d": 0.051241173091060244, "alpha_c_m1d": 0.051241173091060244, "bench_spy_m1d": -0.008683953364355235, "bench_c_m1d": -0.008683953364355235, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.014664993313950658, "ret_signed_p1d": 0.014664993313950658, "alpha_spy_p1d": 0.016272120219317787, "alpha_c_p1d": 0.016272120219317787, "bench_spy_p1d": -0.0016071269053671289, "bench_c_p1d": -0.0016071269053671289, "ret_p1w": 0.10255915614349442, "ret_signed_p1w": 0.10255915614349442, "alpha_spy_p1w": 0.11618206286769317, "alpha_c_p1w": 0.11618206286769317, "bench_spy_p1w": -0.013622906724198747, "bench_c_p1w": -0.013622906724198747, "ret_p1m": 0.3234927576695781, "ret_signed_p1m": 0.3234927576695781, "alpha_spy_p1m": 0.34892472208919056, "alpha_c_p1m": 0.34892472208919056, "bench_spy_p1m": -0.025431964419612485, "bench_c_p1m": -0.025431964419612485, "ret_p3m": 0.3106489321699817, "ret_signed_p3m": 0.3106489321699817, "alpha_spy_p3m": 0.19139318595364618, "alpha_c_p3m": 0.19139318595364618, "bench_spy_p3m": 0.1192557462163355, "bench_c_p3m": 0.1192557462163355, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3234927576695781, "alpha_spy_stated": 0.34892472208919056, "alpha_c_stated": 0.34892472208919056, "price_path": [-0.3239, -0.3362, -0.3405, -0.3493, -0.3658, -0.3484, -0.356, -0.3479, -0.3316, -0.3262, -0.3271, -0.3271, -0.3436, -0.3328, -0.3315, -0.3371, -0.3371, -0.339, -0.3269, -0.3433, -0.3502, -0.3239, -0.3216, -0.3132, -0.2957, -0.304, -0.3182, -0.3132, -0.3132, -0.3112, -0.297, -0.3116, -0.2912, -0.2957, -0.2748, -0.2656, -0.2414, -0.2378, -0.278, -0.2575, -0.2535, -0.2649, -0.2621, -0.2522, -0.2521, -0.2438, -0.2679, -0.2694, -0.2694, -0.2741, -0.239, -0.2218, -0.2251, -0.2246, -0.2259, -0.2358, -0.2354, -0.2145, -0.1643, -0.1354, -0.1224, -0.0769, 0.0426, 0.0, 0.0147, 0.0357, 0.1348, 0.1491, 0.1026, 0.1391, 0.1662, 0.1249, 0.1639, 0.0597, 0.0979, 0.0868, 0.1239, 0.1905, 0.2444, 0.2197, 0.1894, 0.322, 0.322, 0.3317, 0.3235, 0.1941, 0.2169, 0.1964, 0.2314, 0.1871, 0.175, 0.2062, 0.1122, 0.1628, 0.2293, 0.2403, 0.2913, 0.2691, 0.2913, 0.3381, 0.4438, 0.4099, 0.3687, 0.4148, 0.3819, 0.2839, 0.2937, 0.2805, 0.3291, 0.3831, 0.3614, 0.3707, 0.4208, 0.4309, 0.4661, 0.3828, 0.3662, 0.3507, 0.3507, 0.3131, 0.2559, 0.2535, 0.2373, 0.2988, 0.3157, 0.3501, 0.3106, 0.275, 0.2954, 0.2585, 0.2873, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2037524690009489685", "ticker_idx": 0, "ts": "2026-03-27T13:38:36+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA actually looks ok for a technical bounce about here", "tweet_type": "prediction", "timeline": "days", "summary": "Despite being short TSLA, notes it looks set for a technical bounce near current levels.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "self_thread", "lang": "en", "tweet_text": "\"If YoU hAtE $TSLA sO mUcH wHy DoN't YoU sHoRt It?\"\n\nAnyways, I'm going ahead and taking my final trims on my April-June puts, taking my 2nd trims on my July-Oct shorts, and making my Nov-Jan26 shorts free here at $364.\n\nI'd just like to thank the bagholders who were on the opposite ends of those trades back in December when you proclaimed $500 was imminent and it would be at $750 by now.\n\n---\n\nFor the record, $TSLA actually looks ok for a technical bounce about here.  Pull up the daily and zoom out about 6 months and you'll know what I mean.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.028411129980360883, "ret_signed_m1d": 0.028411129980360883, "alpha_spy_m1d": 0.011063435592940207, "alpha_c_m1d": -0.001395848793130261, "bench_spy_m1d": 0.017347694387420676, "bench_c_m1d": 0.029806978773491144, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018102390725044493, "ret_signed_p1d": -0.018102390725044493, "alpha_spy_p1d": -0.014758928341859878, "alpha_c_p1d": -0.017913171922918636, "bench_spy_p1d": -0.0033434623831846144, "bench_c_p1d": -0.00018921880212585673, "ret_p1w": -0.003426996878069244, "ret_signed_p1w": -0.003426996878069244, "alpha_spy_p1w": -0.03771233383910977, "alpha_c_p1w": -0.026799453478849045, "bench_spy_p1w": 0.034285336961040525, "bench_c_p1w": 0.0233724566007798, "ret_p1m": 0.04654126932651392, "ret_signed_p1m": 0.04654126932651392, "alpha_spy_p1m": -0.08132693963550541, "alpha_c_p1m": -0.06852303799369808, "bench_spy_p1m": 0.12786820896201934, "bench_c_p1m": 0.115064307320212, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.003426996878069244, "alpha_spy_stated": -0.03771233383910977, "alpha_c_stated": -0.026799453478849045, "price_path": [0.2559, 0.2429, 0.2429, 0.2107, 0.2483, 0.1966, 0.1923, 0.2044, 0.2299, 0.2408, 0.2359, 0.2138, 0.2121, 0.2091, 0.2091, 0.1587, 0.1924, 0.2419, 0.2411, 0.2028, 0.1909, 0.1924, 0.1513, 0.1895, 0.1658, 0.1662, 0.1221, 0.0978, 0.1362, 0.1534, 0.1752, 0.1836, 0.1527, 0.1537, 0.1537, 0.1349, 0.1368, 0.1379, 0.1382, 0.105, 0.1314, 0.1536, 0.1292, 0.1124, 0.1147, 0.0846, 0.1219, 0.1208, 0.0965, 0.1018, 0.1034, 0.1271, 0.0917, 0.0812, 0.0932, 0.1035, 0.0855, 0.051, 0.0169, 0.0526, 0.0586, 0.0667, 0.0284, 0.0, -0.0181, 0.0274, 0.0537, -0.0034, -0.0034, -0.0249, -0.042, -0.0514, -0.0448, -0.0356, -0.026, 0.0066, 0.0832, 0.0748, 0.1072, 0.0848, 0.068, 0.071, 0.0329, 0.04, 0.0465, 0.0392, 0.0303, 0.0547, 0.0801, 0.0848, 0.0761, 0.102, 0.1381, 0.1838, 0.2299, 0.1979, 0.2306, 0.2252, 0.167, 0.1331, 0.1169, 0.1532, 0.1548, 0.1774, 0.1774, 0.1983, 0.217, 0.2218, 0.2044, 0.1494, 0.1711, 0.171, 0.1565, 0.0806, 0.1302, 0.0963, 0.0546, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2019893875465458078", "ticker_idx": 0, "ts": "2026-02-06T22:00:02+00:00", "symbol": "MSTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the whole business model is to short his own company and use that money to purchase his crypto. And, in exchange for that, he has to guarantee ridiculous amounts of returns to those who lend to him so he can short the company. Fail to pay those debts, and your credit lines disappear... Bitcoin drops about another 20k, and the credit lines vanish because he's so far underwater on his unpaid obligations", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish MSTR: Saylor's leveraged BTC model relies on perpetual credit lines and bond yields up to 11.5%; a ~$20K BTC drop triggers forced liquidation and credit collapse.", "resolved_tickers": ["MSTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "original", "lang": "en", "tweet_text": "These $MSTR idiots think the money Saylor uses to buy Bitcoin just appears out of thin air and is free.  Dumb fucks don't even understand that the whole business model is to short his own company and use that money to purchase his crypto.  And, in exchange for that, he has to guarantee ridiculous amounts of returns to those who lend to him so he can short the company.\n\nFail to pay those debts, and your credit lines disappear.  Your credit lines disappear and not only are you not buying more, but you have to start liquidating in order to pay the yields on the bonds he's sold (mostly at 11.25%, but the most recent round is all the way up to 11.5).  Bitcoin drops about another 20k, and the credit lines vanish because he's so far underwater on his unpaid obligations.\n\nThe money he uses comes from a place.  The money he needs going forward?  Also must come from a place.  He doesn't just print the shit.\n\nBitcoin Bros and Bitcoin Hos are the absolute worst just for their stunning ignorance levels.  These dumb fucks have been HODLing $MSTR since $450 and legit think it's OK that 75% of their portfolio is gone.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.025354014040201878, "ret_signed_m1d": 0.025354014040201878, "alpha_spy_m1d": 0.020555320432083635, "alpha_c_m1d": 0.020555320432083635, "bench_spy_m1d": -0.004798693608118243, "bench_c_m1d": -0.004798693608118243, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03929501838681848, "ret_signed_p1d": 0.03929501838681848, "alpha_spy_p1d": 0.03665785795473764, "alpha_c_p1d": 0.03665785795473764, "bench_spy_p1d": -0.002637160432080843, "bench_c_p1d": -0.002637160432080843, "ret_p1w": -0.0329384388773305, "ret_signed_p1w": 0.0329384388773305, "alpha_spy_p1w": 0.015357869092987309, "alpha_c_p1w": 0.015357869092987309, "bench_spy_p1w": -0.017580569784343192, "bench_c_p1w": -0.017580569784343192, "ret_p1m": 0.00014449777599079283, "ret_signed_p1m": -0.00014449777599079283, "alpha_spy_p1m": -0.024310560391044622, "alpha_c_p1m": -0.024310560391044622, "bench_spy_p1m": -0.02416606261505383, "bench_c_p1m": -0.02416606261505383, "ret_p3m": 0.29904646898577325, "ret_signed_p3m": -0.29904646898577325, "alpha_spy_p3m": -0.2419415652625898, "alpha_c_p3m": -0.2419415652625898, "bench_spy_p3m": 0.05710490372318344, "bench_c_p3m": 0.05710490372318344, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.00014449777599079283, "alpha_spy_stated": -0.024310560391044622, "alpha_c_stated": -0.024310560391044622, "price_path": [0.6224, 0.5064, 0.4429, 0.4116, 0.4938, 0.3472, 0.2795, 0.2316, 0.2933, 0.2438, 0.2687, 0.2687, 0.2798, 0.2382, 0.3098, 0.3608, 0.3436, 0.2929, 0.3269, 0.3651, 0.3337, 0.324, 0.2746, 0.1708, 0.2099, 0.1585, 0.143, 0.1906, 0.1869, 0.1404, 0.1464, 0.1464, 0.1471, 0.1224, 0.124, 0.0976, 0.0976, 0.1352, 0.1898, 0.1411, 0.169, 0.2061, 0.1364, 0.1718, 0.2496, 0.2954, 0.2345, 0.2548, 0.2548, 0.1574, 0.1833, 0.1628, 0.1782, 0.1599, 0.1671, 0.1445, 0.0343, 0.0814, 0.0086, -0.0374, -0.0675, -0.2272, -0.0254, 0.0, -0.0393, -0.0894, -0.1115, -0.0329, -0.0329, -0.0706, -0.0956, -0.0649, -0.0534, -0.1064, -0.0999, -0.0202, -0.0364, -0.0646, -0.0057, -0.0416, 0.0578, 0.0099, -0.0355, 0.0037, 0.0001, -0.0008, -0.0079, 0.0089, 0.0656, 0.0855, 0.0153, -0.0014, -0.0201, -0.0017, -0.0158, 0.005, -0.0398, -0.0896, -0.1228, -0.0985, -0.1131, -0.1344, -0.1344, -0.0777, -0.1063, -0.0732, -0.0692, -0.0708, -0.0439, -0.0074, 0.0368, 0.0758, 0.2028, 0.2338, 0.1844, 0.2956, 0.2458, 0.2353, 0.2222, 0.197, 0.1427, 0.1951, 0.2798, 0.3277, 0.35, 0.3495, 0.299, 0.355, 0.4153, 0.3321, 0.286, 0.3505, 0.2816, 0.2036, 0.1892, 0.1977, 0.1908, 0.1549, 0.1549, 0.1552, 0.1138, 0.0953, 0.1492, 0.0819, -0.017, -0.0859, -0.0655, -0.13, -0.0812, -0.1547, -0.1668, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026718838851616894", "ticker_idx": 0, "ts": "2026-02-25T18:00:00+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Cavebaby's mid-term price target $SNDK: $1000", "tweet_type": "analysis", "timeline": "months", "summary": "Long SNDK with $1000 mid-term target; rebuts Citron short on AI storage shortage lasting 3+ years, 6x forward earnings, and Samsung capacity constraint thesis.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "quote", "lang": "en", "tweet_text": "This absolute trash heap of a short report brought to you by Andrew Left, guy who has been caught dead to rights on his criminal proceedings.\n\nFirst off, $WDC made the big below-the-ask sales of $SNDK shares (which, remember, they spun off into its own company again last year) because they're consolidating their core business focus to hard drives instead of flash and to aggressively lower its debt on the balance sheets.  Like any great company would do when they decide they don't want to own a subsidiary anymore and then find out a year later they can sell their equity in that subsidiary for 2000% profits.\n\nMore importantly, Left demonstrates he has no understanding of the flash market (especially in 2026) nor how $SNDK fits into the AI expansion play more broadly.  He tries to call Sandisk's flash a \"commodity\" and relies on the historical cyclical nature of the industry. What he ignores is that Sandisk - like all of the storage and memory companies - has been in a global shortage for a year and project that shortage to continue for at least 3 years more as the only industry keeping the economy afloat (AI datacenters) demands every piece of product.  He tries to use Samsung ( $KRW) as the justification for his short thesis, claiming that the only reason $SNDK has been able to explode is because Samsung wasn't operating in the same space, but is now going to do so.  What he ignores is that Samsung's presence in that space (which is presently at 50% margins thanks to the shortage) does nothing to alleviate the fact that - AGAIN - there's a multi-year global shortage and all of the players combined can't satiate the need to fill it.\n\nLeft then proceeds to defeat his own argument by acknowledging that Samsung has a yield issue (like everyone), but - right after calling the industry cyclical, which is an argument for these companies NOT increasing production capacity - claims that Samsung is going to *checks notes* ignore the cyclical nature of the industry and rapidly ramp up expensive production lines to take short-term market share.  Then...what?  Shut those production lines down and eat the money?  No - everybody is increasing capacity because they are seeing that it will be at least until 2030 before we can even start THINKING about demand equalizing in the AI space.  And all of this ignores the massive dearth of supply in the consumer space that will probably last well into the next decade at a minimum.\n\nAs to Sandisk specifically, under the hood?  To a casual observer, $SNDK looks expensive because of its eye-watering $640 price tag on the equity (something you could have bought for $30 a year ago, and if you were following the Cavebaby back then, did).  However, they're only trading an adjusted 6x future earnings with 2 VERY clear vertical channels that they aren't even paying attention to right now as they devote all of their attention to flash storage for the AI disruption, just because they're so busy on the core vertical that they don't have the ability to exploit new opportunities.  In case you don't understand what it is that means, it means that they're fully aware of the cyclical historical nature of their industry and are operating conservatively if anything and are being slow to expand - not reaching a top.\n\nTL:DR:  Andrew Left released this short report just to use dumb money that doesn't know to see through his BS as exit liquidity for front-run shorts he established before this absolute toilet paper piece.  He's very likely already out of those shorts and leaving those of you who didn't know it was all a grift out on the island.\n\nCavebaby's mid-term price target $SNDK:  $1000", "reply_text": null, "parent_text": null, "quoted_text": "Citron is Short $SNDK — They Don't Ring a Bell at the Top\nWe don't need Anthropic to announce they're making NAND. Samsung is already the 800-pound gorilla, and they've been running this playbook for 30 years.\n\nWhile TV pundits pound the table herding retail into cattle cars,", "parent_author": null, "ret_m1d": 0.009709375060926062, "ret_signed_m1d": 0.009709375060926062, "alpha_spy_m1d": 0.01807711410260493, "alpha_c_m1d": 0.0285191518032597, "bench_spy_m1d": -0.008367739041678868, "bench_c_m1d": -0.01880977674233364, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030867547013709418, "ret_signed_p1d": 0.030867547013709418, "alpha_spy_p1d": 0.03642202340533052, "alpha_c_p1d": 0.044852559188059415, "bench_spy_p1d": -0.005554476391621099, "bench_c_p1d": -0.013985012174349998, "ret_p1w": -0.05268984956346512, "ret_signed_p1w": -0.05268984956346512, "alpha_spy_p1w": -0.04111937760779638, "alpha_c_p1w": -0.03052358016206369, "bench_spy_p1w": -0.011570471955668737, "bench_c_p1w": -0.02216626940140143, "ret_p1m": -0.04619061600163843, "ret_signed_p1m": -0.04619061600163843, "alpha_spy_p1m": 0.02060340181987097, "alpha_c_p1m": 0.026148696679598737, "bench_spy_p1m": -0.0667940178215094, "bench_c_p1m": -0.07233931268123717, "ret_p3m": 1.3382933204541607, "ret_signed_p3m": 1.3382933204541607, "alpha_spy_p3m": 1.2596288034820513, "alpha_c_p3m": 1.075344559554293, "bench_spy_p3m": 0.07866451697210941, "bench_c_p3m": 0.26294876089986774, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.04619061600163843, "alpha_spy_stated": 0.02060340181987097, "alpha_c_stated": 0.026148696679598737, "price_path": [-0.6469, -0.6677, -0.6753, -0.6926, -0.6627, -0.6387, -0.6435, -0.653, -0.6318, -0.6179, -0.674, -0.6808, -0.669, -0.6729, -0.653, -0.6243, -0.6188, -0.6127, -0.6045, -0.6045, -0.6046, -0.6138, -0.6201, -0.6246, -0.6246, -0.5648, -0.5666, -0.4471, -0.4409, -0.471, -0.4032, -0.3844, -0.3836, -0.3867, -0.3529, -0.3459, -0.3459, -0.2835, -0.2073, -0.2039, -0.2507, -0.2555, -0.2387, -0.1656, -0.1472, -0.0888, 0.052, 0.0998, -0.0756, -0.0888, -0.0544, -0.0775, -0.1435, -0.0522, -0.0033, -0.0092, -0.0092, -0.0661, -0.0506, -0.0179, 0.0278, 0.0539, 0.0097, 0.0, 0.0309, 0.0047, -0.021, -0.1059, -0.0527, -0.1056, -0.1661, -0.069, -0.0213, 0.0364, -0.0214, 0.0462, 0.1127, 0.1388, 0.1918, 0.2209, 0.1223, 0.1109, 0.1109, 0.0719, -0.0462, -0.0262, -0.0947, 0.0047, 0.0954, 0.1094, 0.1094, 0.1459, 0.124, 0.2349, 0.3466, 0.3469, 0.5062, 0.4935, 0.4101, 0.454, 0.4564, 0.4438, 0.4287, 0.5482, 0.4745, 0.5654, 0.6923, 0.585, 0.6829, 0.7339, 0.877, 0.9859, 1.2239, 1.2296, 1.1189, 1.4706, 1.4472, 1.2961, 1.2885, 1.1865, 1.2259, 1.1079, 1.1874, 1.2021, 1.4388, 1.3383, 1.3383, 1.5136, 1.5142, 1.596, 1.6803, 1.7854, 1.7141, 1.8962, 1.7826, 1.4658, 1.5965, 1.6037, 1.5985, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2025933668284588156", "ticker_idx": 0, "ts": "2026-02-23T14:00:01+00:00", "symbol": "SPY", "kind": "etf", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SPY puts from last week, if managed competently, should have closed at roughly break-even by Friday with active cost-basis trimming... They will likely be solidly green at market open. You know what to do, or should.", "tweet_type": "prediction", "timeline": "days", "summary": "Maintains SPY puts position; expects puts to be solidly green at open this week amid extreme volatility from removed guardrails and tariff uncertainty.", "resolved_tickers": ["SPY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Market analysis for the week:\n\nBe very careful this week.  Without going in depth because I'm not in the mood, some guardrails were removed on Friday afternoon that are likely to create a VERY volatile event(s) this week, especially on the back half of the week.  Maybe I'll explain it in detail when things have settled down for me because it's an almost-invisible shift that only pros would know to look for, but let's just say the metaphorical gun's safety is presently off. If you don't know how to play extreme volatility, remember that cash is a choice, and often the right one.\n\nOh, and this will be a week where markets try to figure out how to price in the new tariff reality, which involves going through every provision in Smoot to see what the Idiot in Chief might use over his last few years of relevance to keep ramming through a tax on you.  Markets just loooove uncertainty.\n\nThis is a week that half the FinTwit grifters are going to come out of the woodwork and post up screenshots of them making 1500% on a 0-day trade to try and entice subs from unsuspected rubes. Those people will have simply gotten lucky by being on the right side of a move that honestly could go either way as I write this.\n\nIf it were me? I'd be taking a very skeptical look at any short-or-medium-term positions I have to ensure conviction, and finding ways to gracefully exit any that don't meet the mark very early on in the week. $SPX might be the ONLY ticker I'd be interested in short-term.\n\nSPY puts from last week, if managed competently, should have closed at roughly break-even by Friday with active cost-basis trimming (it wasn't hard to see what contracts I took, all one needed to do was look at the volume right when I posted that message and check open interest to see the 2 strikes and dates).  They will likely be solidly green at market open.  You know what to do, or should.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.010316661387063553, "ret_signed_m1d": -0.010316661387063553, "alpha_spy_m1d": 0.0, "alpha_c_m1d": 0.0, "bench_spy_m1d": 0.010316661387063553, "bench_c_m1d": 0.010316661387063553, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00726845293039502, "ret_signed_p1d": -0.00726845293039502, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.00726845293039502, "bench_c_p1d": 0.00726845293039502, "ret_p1w": 0.005847085712891609, "ret_signed_p1w": -0.005847085712891609, "alpha_spy_p1w": 0.0, "alpha_c_p1w": 0.0, "bench_spy_p1w": 0.005847085712891609, "bench_c_p1w": 0.005847085712891609, "ret_p1m": -0.04019138232446273, "ret_signed_p1m": 0.04019138232446273, "alpha_spy_p1m": 0.0, "alpha_c_p1m": 0.0, "bench_spy_p1m": -0.04019138232446273, "bench_c_p1m": -0.04019138232446273, "ret_p3m": 0.09138221683778447, "ret_signed_p3m": -0.09138221683778447, "alpha_spy_p3m": 0.0, "alpha_c_p3m": 0.0, "bench_spy_p3m": 0.09138221683778447, "bench_c_p3m": 0.09138221683778447, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.005847085712891609, "alpha_spy_stated": 0.0, "alpha_c_stated": 0.0, "price_path": [-0.0069, -0.0069, -0.0015, -0.006, -0.0042, -0.0008, -0.0, 0.0019, -0.0011, -0.002, 0.0046, 0.007, -0.0039, -0.0054, -0.0081, -0.019, -0.0116, -0.0026, 0.0036, 0.0082, 0.0117, 0.0117, 0.0116, 0.008, 0.0068, -0.0007, -0.0007, 0.0011, 0.0078, 0.0138, 0.0105, 0.0104, 0.0171, 0.0187, 0.0167, 0.0117, 0.0144, 0.0136, 0.0136, -0.007, 0.0044, 0.0097, 0.01, 0.0152, 0.0192, 0.0191, 0.0171, 0.014, 0.0191, 0.0105, 0.0056, -0.007, 0.0121, 0.0169, 0.0143, 0.014, -0.0016, -0.0009, -0.0009, 0.0007, 0.0057, 0.0031, 0.0103, 0.0, 0.0073, 0.0158, 0.0101, 0.0053, 0.0058, -0.003, 0.004, -0.0016, -0.0147, -0.006, -0.0076, -0.0089, -0.0239, -0.0295, -0.0196, -0.017, -0.0307, -0.0331, -0.047, -0.037, -0.0402, -0.0348, -0.0521, -0.0682, -0.0714, -0.0444, -0.0372, -0.0363, -0.0363, -0.0317, -0.0313, -0.0066, -0.0009, -0.0016, 0.0082, 0.0205, 0.0285, 0.031, 0.0435, 0.0414, 0.0346, 0.0451, 0.041, 0.0491, 0.0509, 0.0458, 0.0456, 0.056, 0.059, 0.0551, 0.0635, 0.0783, 0.075, 0.0839, 0.0864, 0.0847, 0.0908, 0.0994, 0.0862, 0.0854, 0.0782, 0.0892, 0.0914, 0.0957, 0.0957, 0.1029, 0.1028, 0.1088, 0.1116, 0.1146, 0.1161, 0.1083, 0.1125, 0.0838, 0.0862, 0.0831, 0.066, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016620441767731433", "ticker_idx": 0, "ts": "2026-01-28T21:12:34+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Expect $META's earnings to be significantly better received this time around.", "tweet_type": "prediction", "timeline": "weeks", "summary": "META earnings expected to be significantly better received than prior quarters.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "\" $MSFT almost always beats, but directionally it's 50/50 (7 of the last 13 quarters have been losses on earnings).\"\n\n\"Expect $META's earnings to be significantly better received this time around.\"\n\nNow you might ask yourself, is it hard to be This.  Damn.  Good?  And to that I say \"thankfully, you'll never need to know the burden\"", "reply_text": null, "parent_text": null, "quoted_text": "Market analysis for the week:\n\nGold blew right past $5k and is pushing $5100\nSilver touched $110\nThe dollar is in a freefall at 97.15\nThe EUR/USD is spiking at 1.19\n\nThere are going to be posts going up here today hounding a certain governor for completely misreading what this", "parent_author": null, "ret_m1d": -0.09424229755067026, "ret_signed_m1d": -0.09424229755067026, "alpha_spy_m1d": -0.09623062560292972, "alpha_c_m1d": -0.06886457818528091, "bench_spy_m1d": 0.001988328052259458, "bench_c_m1d": -0.02537771936538935, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.029540407622858034, "ret_signed_p1d": -0.029540407622858034, "alpha_spy_p1d": -0.026557827362454822, "alpha_c_p1d": -0.03196131289703241, "bench_spy_p1d": -0.0029825802604032114, "bench_c_p1d": 0.0024209052741743786, "ret_p1w": -0.09223760175202589, "ret_signed_p1w": -0.09223760175202589, "alpha_spy_p1w": -0.06857907284494758, "alpha_c_p1w": -0.062351976587900815, "bench_spy_p1w": -0.023658528907078313, "bench_c_p1w": -0.029885625164125074, "ret_p1m": -0.12207611986076927, "ret_signed_p1m": -0.12207611986076927, "alpha_spy_p1m": -0.11047736319189427, "alpha_c_p1m": -0.10755075210870979, "bench_spy_p1m": -0.011598756668874999, "bench_c_p1m": -0.014525367752059481, "ret_p3m": -0.08992859000359332, "ret_signed_p3m": -0.08992859000359332, "alpha_spy_p3m": -0.11815988543000677, "alpha_c_p3m": -0.0592864079814186, "bench_spy_p3m": 0.02823129542641345, "bench_c_p3m": -0.030642182022174724, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.12207611986076927, "alpha_spy_stated": -0.11047736319189427, "alpha_c_stated": -0.10755075210870979, "price_path": [-0.137, -0.151, -0.1393, -0.1624, -0.1586, -0.145, -0.1513, -0.1758, -0.1746, -0.1752, -0.1853, -0.1911, -0.2011, -0.2027, -0.1958, -0.1703, -0.139, -0.1425, -0.1425, -0.1231, -0.1327, -0.1243, -0.1344, -0.1047, -0.0886, -0.0976, -0.1109, -0.1202, -0.1167, -0.1281, -0.123, -0.1099, -0.1203, -0.1, -0.1077, -0.104, -0.0994, -0.0958, -0.0958, -0.1016, -0.1078, -0.098, -0.1059, -0.1059, -0.1191, -0.1077, -0.1052, -0.1214, -0.1249, -0.1155, -0.1305, -0.1452, -0.1663, -0.1592, -0.1599, -0.1599, -0.1818, -0.1698, -0.1228, -0.1077, -0.0893, -0.0885, -0.0942, 0.0, -0.0295, -0.0432, -0.0631, -0.0939, -0.0922, -0.1041, -0.0827, -0.0915, -0.0943, -0.1199, -0.1335, -0.1335, -0.1341, -0.1288, -0.1267, -0.1119, -0.1369, -0.1341, -0.1146, -0.1101, -0.1221, -0.1148, -0.1127, -0.0956, -0.1053, -0.1266, -0.1231, -0.1141, -0.113, -0.1356, -0.1688, -0.1494, -0.1559, -0.1654, -0.1776, -0.1952, -0.1811, -0.1962, -0.1936, -0.2578, -0.2873, -0.2729, -0.2244, -0.2148, -0.2213, -0.2213, -0.2232, -0.2205, -0.1698, -0.1482, -0.1462, -0.1398, -0.1019, -0.0896, -0.0824, -0.0666, -0.0905, -0.0933, -0.0853, -0.1065, -0.0849, -0.0801, -0.0899, -0.0929, -0.1705, -0.1748, -0.1725, -0.1799, -0.1692, -0.1638, -0.1736, -0.1882, -0.1826, -0.1641, -0.1617, -0.1673, -0.1714, -0.1831, -0.1798, -0.1766, -0.1727, -0.1727, -0.1699, -0.1388, -0.1388, -0.1426, -0.186, -0.1899, -0.1555, -0.1493, -0.1961, -0.2064, -0.2075, -0.226, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021252830904852525", "ticker_idx": 0, "ts": "2026-02-10T16:00:02+00:00", "symbol": "DDOG", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I 100% promise you that AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this", "tweet_type": "prediction", "timeline": "days", "summary": "High-conviction long on AI software names DDOG/MDB/SNOW/NOW/CRM popping on DDOG earnings catalyst.", "resolved_tickers": ["DDOG"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "I gave you the keys last week.  Premarket isn't even open yet as I write this and I 100% promise you that AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this because there's a 0% chance that they don't all pop on the $DDOG earnings that aren't even out yet.  I would bet my account on the AI software stocks being up nicely as you read this.\n\nI'm doing something much more interesting across the pond.  You guys already know the accounts I tell y'all to go to for market analysis when I'm doing something else @theagenttrades , @Quinttrades , @TheMarketBishop go check them :). There's no way Quinn wasn't in software AI cause that's his bread and butter.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Mr Bonk - no weekly write up today (Monday)?!", "parent_author": null, "ret_m1d": -0.1207680747578298, "ret_signed_m1d": -0.1207680747578298, "alpha_spy_m1d": -0.12341220819398557, "alpha_c_m1d": -0.12341220819398557, "bench_spy_m1d": 0.002644133436155771, "bench_c_m1d": 0.002644133436155771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018045780604098338, "ret_signed_p1d": -0.018045780604098338, "alpha_spy_p1d": -0.01781472178968202, "alpha_c_p1d": -0.01781472178968202, "bench_spy_p1d": -0.00023105881441631837, "bench_c_p1d": -0.00023105881441631837, "ret_p1w": -0.05483150081553978, "ret_signed_p1w": -0.05483150081553978, "alpha_spy_p1w": -0.04143787112385433, "alpha_c_p1w": -0.04143787112385433, "bench_spy_p1w": -0.01339362969168545, "bench_c_p1w": -0.01339362969168545, "ret_p1m": -0.01681190973979574, "ret_signed_p1m": -0.01681190973979574, "alpha_spy_p1m": 0.006001986931374548, "alpha_c_p1m": 0.006001986931374548, "bench_spy_p1m": -0.022813896671170286, "bench_c_p1m": -0.022813896671170286, "ret_p3m": 0.5436107541339175, "ret_signed_p3m": 0.5436107541339175, "alpha_spy_p3m": 0.47496011196638244, "alpha_c_p3m": 0.47496011196638244, "bench_spy_p3m": 0.06865064216753503, "bench_c_p3m": 0.06865064216753503, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.05483150081553978, "alpha_spy_stated": -0.04143787112385433, "alpha_c_stated": -0.04143787112385433, "price_path": [0.4342, 0.4268, 0.3901, 0.3608, 0.3597, 0.2306, 0.215, 0.2219, 0.2261, 0.2216, 0.2216, 0.234, 0.2177, 0.2068, 0.2017, 0.1799, 0.1677, 0.1898, 0.1766, 0.166, 0.156, 0.1259, 0.0955, 0.08, 0.0543, 0.0665, 0.0827, 0.0939, 0.0891, 0.0645, 0.0645, 0.0667, 0.0638, 0.0602, 0.0487, 0.0487, 0.0316, 0.0306, 0.0573, 0.0908, 0.0078, -0.0322, -0.0239, -0.0322, -0.056, -0.0679, -0.0821, -0.0821, -0.0977, -0.0479, 0.0122, 0.0035, 0.0538, 0.0659, 0.084, -0.0115, -0.0027, -0.0048, -0.0772, -0.1077, -0.1769, -0.1387, -0.1208, 0.0, -0.018, -0.0273, -0.0345, -0.0345, -0.0548, -0.0608, -0.0699, -0.108, -0.2086, -0.1946, -0.1491, -0.1019, -0.1366, -0.1431, -0.138, -0.0875, -0.0564, -0.0302, -0.0086, -0.0508, -0.0168, -0.0194, -0.0397, -0.0239, -0.0062, 0.0123, 0.0021, -0.0354, -0.0034, -0.0548, -0.0492, -0.0414, -0.1171, -0.1069, -0.0896, -0.0848, -0.0718, -0.0718, -0.1016, -0.1013, -0.1016, -0.1596, -0.1874, -0.1511, -0.1473, -0.0664, -0.0478, -0.0236, 0.0005, -0.0029, 0.019, -0.014, -0.0015, 0.0231, 0.0145, 0.0332, 0.0194, 0.0838, 0.1313, 0.1239, 0.1083, 0.4555, 0.5436, 0.5603, 0.5419, 0.5833, 0.5643, 0.6039, 0.6104, 0.6592, 0.6368, 0.6815, 0.7145, 0.7145, 0.7248, 0.7106, 0.737, 0.9075, 1.14, 1.0755, 0.9305, 0.8786, 0.8054, 0.7867, 0.7532, 0.7555, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021252830904852525", "ticker_idx": 1, "ts": "2026-02-10T16:00:02+00:00", "symbol": "MDB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this", "tweet_type": "prediction", "timeline": "days", "summary": "High-conviction long on AI software names DDOG/MDB/SNOW/NOW/CRM popping on DDOG earnings catalyst.", "resolved_tickers": ["MDB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "I gave you the keys last week.  Premarket isn't even open yet as I write this and I 100% promise you that AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this because there's a 0% chance that they don't all pop on the $DDOG earnings that aren't even out yet.  I would bet my account on the AI software stocks being up nicely as you read this.\n\nI'm doing something much more interesting across the pond.  You guys already know the accounts I tell y'all to go to for market analysis when I'm doing something else @theagenttrades , @Quinttrades , @TheMarketBishop go check them :). There's no way Quinn wasn't in software AI cause that's his bread and butter.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Mr Bonk - no weekly write up today (Monday)?!", "parent_author": null, "ret_m1d": -0.05166203744749254, "ret_signed_m1d": -0.05166203744749254, "alpha_spy_m1d": -0.05430617088364831, "alpha_c_m1d": -0.05430617088364831, "bench_spy_m1d": 0.002644133436155771, "bench_c_m1d": 0.002644133436155771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.033928903088612405, "ret_signed_p1d": -0.033928903088612405, "alpha_spy_p1d": -0.03369784427419609, "alpha_c_p1d": -0.03369784427419609, "bench_spy_p1d": -0.00023105881441631837, "bench_c_p1d": -0.00023105881441631837, "ret_p1w": -0.060700906062874926, "ret_signed_p1w": -0.060700906062874926, "alpha_spy_p1w": -0.04730727637118948, "alpha_c_p1w": -0.04730727637118948, "bench_spy_p1w": -0.01339362969168545, "bench_c_p1w": -0.01339362969168545, "ret_p1m": -0.2828023105541667, "ret_signed_p1m": -0.2828023105541667, "alpha_spy_p1m": -0.2599884138829964, "alpha_c_p1m": -0.2599884138829964, "bench_spy_p1m": -0.022813896671170286, "bench_c_p1m": -0.022813896671170286, "ret_p3m": -0.20619733481226743, "ret_signed_p3m": -0.20619733481226743, "alpha_spy_p3m": -0.27484797697980246, "alpha_c_p3m": -0.27484797697980246, "bench_spy_p3m": 0.06865064216753503, "bench_c_p3m": 0.06865064216753503, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.060700906062874926, "alpha_spy_stated": -0.04730727637118948, "alpha_c_stated": -0.04730727637118948, "price_path": [-0.0692, -0.0653, -0.0998, -0.1044, -0.1062, -0.1277, -0.1487, -0.1236, -0.1206, -0.1352, -0.1352, -0.119, -0.1283, 0.0656, 0.076, 0.0516, 0.0858, 0.1099, 0.0975, 0.1329, 0.1143, 0.1106, 0.1027, 0.1173, 0.093, 0.1271, 0.1415, 0.1655, 0.1587, 0.1544, 0.1544, 0.1553, 0.1216, 0.1166, 0.1125, 0.1125, 0.0593, 0.1155, 0.1553, 0.1679, 0.0961, 0.0818, 0.1085, 0.0899, 0.0255, 0.0316, 0.0596, 0.0596, 0.02, 0.0111, 0.0726, 0.0568, 0.0901, 0.0918, 0.0895, -0.0086, -0.0157, -0.0121, -0.0827, -0.1051, -0.1345, -0.0872, -0.0517, 0.0, -0.0339, -0.0544, -0.0235, -0.0235, -0.0607, -0.0376, -0.0566, -0.0867, -0.1906, -0.1716, -0.1651, -0.1078, -0.1293, -0.1385, -0.3301, -0.3426, -0.3004, -0.2831, -0.2797, -0.2828, -0.2828, -0.309, -0.3095, -0.2924, -0.2783, -0.2882, -0.2839, -0.3077, -0.2757, -0.3274, -0.3465, -0.3604, -0.3757, -0.3765, -0.3512, -0.339, -0.3291, -0.3291, -0.324, -0.3265, -0.3365, -0.3917, -0.4011, -0.3741, -0.3808, -0.3531, -0.3343, -0.3019, -0.2999, -0.307, -0.2855, -0.3158, -0.3278, -0.2992, -0.3156, -0.3154, -0.3351, -0.3016, -0.2984, -0.2931, -0.2969, -0.2222, -0.2062, -0.219, -0.1817, -0.1968, -0.1966, -0.1726, -0.1253, -0.1129, -0.1276, -0.1584, -0.1355, -0.1355, -0.1853, -0.2195, -0.1367, -0.1106, 0.0706, 0.0562, -0.0237, 0.0077, -0.0703, -0.0655, -0.098, -0.0768, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021252830904852525", "ticker_idx": 2, "ts": "2026-02-10T16:00:02+00:00", "symbol": "SNOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this", "tweet_type": "prediction", "timeline": "days", "summary": "High-conviction long on AI software names DDOG/MDB/SNOW/NOW/CRM popping on DDOG earnings catalyst.", "resolved_tickers": ["SNOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "I gave you the keys last week.  Premarket isn't even open yet as I write this and I 100% promise you that AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this because there's a 0% chance that they don't all pop on the $DDOG earnings that aren't even out yet.  I would bet my account on the AI software stocks being up nicely as you read this.\n\nI'm doing something much more interesting across the pond.  You guys already know the accounts I tell y'all to go to for market analysis when I'm doing something else @theagenttrades , @Quinttrades , @TheMarketBishop go check them :). There's no way Quinn wasn't in software AI cause that's his bread and butter.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Mr Bonk - no weekly write up today (Monday)?!", "parent_author": null, "ret_m1d": -0.03631287554125118, "ret_signed_m1d": -0.03631287554125118, "alpha_spy_m1d": -0.03895700897740695, "alpha_c_m1d": -0.03895700897740695, "bench_spy_m1d": 0.002644133436155771, "bench_c_m1d": 0.002644133436155771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.020538941627736174, "ret_signed_p1d": -0.020538941627736174, "alpha_spy_p1d": -0.020307882813319855, "alpha_c_p1d": -0.020307882813319855, "bench_spy_p1d": -0.00023105881441631837, "bench_c_p1d": -0.00023105881441631837, "ret_p1w": -0.030014216631511603, "ret_signed_p1w": -0.030014216631511603, "alpha_spy_p1w": -0.016620586939826154, "alpha_c_p1w": -0.016620586939826154, "bench_spy_p1w": -0.01339362969168545, "bench_c_p1w": -0.01339362969168545, "ret_p1m": -0.01725276111119889, "ret_signed_p1m": -0.01725276111119889, "alpha_spy_p1m": 0.005561135559971397, "alpha_c_p1m": 0.005561135559971397, "bench_spy_p1m": -0.022813896671170286, "bench_c_p1m": -0.022813896671170286, "ret_p3m": -0.16502357640839804, "ret_signed_p3m": -0.16502357640839804, "alpha_spy_p3m": -0.23367421857593307, "alpha_c_p3m": -0.23367421857593307, "bench_spy_p3m": 0.06865064216753503, "bench_c_p3m": 0.06865064216753503, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.030014216631511603, "alpha_spy_stated": -0.016620586939826154, "alpha_c_stated": -0.016620586939826154, "price_path": [0.4072, 0.4077, 0.3845, 0.394, 0.3856, 0.34, 0.2818, 0.3254, 0.371, 0.3619, 0.3619, 0.3761, 0.3802, 0.4223, 0.4514, 0.2858, 0.2531, 0.234, 0.2192, 0.1861, 0.2077, 0.1936, 0.1791, 0.2082, 0.1846, 0.2121, 0.2184, 0.2424, 0.2329, 0.2155, 0.2155, 0.2262, 0.2208, 0.2162, 0.2014, 0.2014, 0.1869, 0.2288, 0.2845, 0.2789, 0.2257, 0.2, 0.2065, 0.1468, 0.1291, 0.1378, 0.1523, 0.1523, 0.1294, 0.131, 0.1564, 0.1485, 0.1571, 0.1652, 0.183, 0.092, 0.0554, 0.0444, -0.0512, -0.0947, -0.1417, -0.0775, -0.0363, 0.0, -0.0205, -0.053, -0.0016, -0.0016, -0.03, -0.0356, -0.0185, -0.0552, -0.1368, -0.1179, -0.0732, -0.0521, -0.0776, -0.0671, -0.092, -0.0784, -0.0281, -0.0115, 0.0014, -0.0398, -0.0173, -0.0292, -0.0215, -0.0448, -0.0437, -0.0511, -0.0393, -0.0797, -0.0459, -0.1163, -0.1203, -0.1109, -0.1631, -0.1583, -0.174, -0.1614, -0.1683, -0.1683, -0.1818, -0.1826, -0.1785, -0.2757, -0.3367, -0.2648, -0.258, -0.2087, -0.2138, -0.2114, -0.176, -0.1738, -0.1479, -0.1982, -0.2315, -0.2099, -0.2192, -0.2265, -0.2525, -0.2277, -0.2102, -0.2238, -0.2346, -0.1581, -0.165, -0.1702, -0.1676, -0.1655, -0.1743, -0.1375, -0.1004, -0.0714, -0.0855, -0.0933, -0.0569, -0.0569, -0.0273, -0.0401, 0.3101, 0.3997, 0.5345, 0.4303, 0.3215, 0.3374, 0.305, 0.317, 0.3126, 0.3139, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021252830904852525", "ticker_idx": 3, "ts": "2026-02-10T16:00:02+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this", "tweet_type": "prediction", "timeline": "days", "summary": "High-conviction long on AI software names DDOG/MDB/SNOW/NOW/CRM popping on DDOG earnings catalyst.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "I gave you the keys last week.  Premarket isn't even open yet as I write this and I 100% promise you that AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this because there's a 0% chance that they don't all pop on the $DDOG earnings that aren't even out yet.  I would bet my account on the AI software stocks being up nicely as you read this.\n\nI'm doing something much more interesting across the pond.  You guys already know the accounts I tell y'all to go to for market analysis when I'm doing something else @theagenttrades , @Quinttrades , @TheMarketBishop go check them :). There's no way Quinn wasn't in software AI cause that's his bread and butter.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Mr Bonk - no weekly write up today (Monday)?!", "parent_author": null, "ret_m1d": -0.024511650338726376, "ret_signed_m1d": -0.024511650338726376, "alpha_spy_m1d": -0.027155783774882147, "alpha_c_m1d": -0.027155783774882147, "bench_spy_m1d": 0.002644133436155771, "bench_c_m1d": 0.002644133436155771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.055409479149821195, "ret_signed_p1d": -0.055409479149821195, "alpha_spy_p1d": -0.055178420335404876, "alpha_c_p1d": -0.055178420335404876, "bench_spy_p1d": -0.00023105881441631837, "bench_c_p1d": -0.00023105881441631837, "ret_p1w": -0.005353114921620605, "ret_signed_p1w": -0.005353114921620605, "alpha_spy_p1w": 0.008040514770064844, "alpha_c_p1w": 0.008040514770064844, "bench_spy_p1w": -0.01339362969168545, "bench_c_p1w": -0.01339362969168545, "ret_p1m": 0.08593157032323262, "ret_signed_p1m": 0.08593157032323262, "alpha_spy_p1m": 0.1087454669944029, "alpha_c_p1m": 0.1087454669944029, "bench_spy_p1m": -0.022813896671170286, "bench_c_p1m": -0.022813896671170286, "ret_p3m": -0.14368897980281226, "ret_signed_p3m": -0.14368897980281226, "alpha_spy_p3m": -0.21233962197034728, "alpha_c_p3m": -0.21233962197034728, "bench_spy_p3m": 0.06865064216753503, "bench_c_p3m": 0.06865064216753503, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.005353114921620605, "alpha_spy_stated": 0.008040514770064844, "alpha_c_stated": 0.008040514770064844, "price_path": [0.596, 0.5974, 0.5699, 0.5364, 0.5335, 0.5035, 0.5279, 0.5324, 0.5502, 0.5077, 0.5077, 0.5259, 0.5441, 0.5484, 0.5644, 0.5756, 0.6047, 0.6032, 0.6058, 0.6032, 0.6294, 0.6248, 0.4373, 0.4672, 0.4696, 0.4405, 0.4586, 0.4714, 0.4497, 0.433, 0.433, 0.4452, 0.4517, 0.4484, 0.4387, 0.4387, 0.3848, 0.3862, 0.3975, 0.4172, 0.3729, 0.3317, 0.3396, 0.2978, 0.2642, 0.2319, 0.1956, 0.1956, 0.1777, 0.1767, 0.2074, 0.2501, 0.2804, 0.2378, 0.2173, 0.0963, 0.0989, 0.1082, 0.0309, 0.0431, -0.0362, -0.0539, -0.0245, 0.0, -0.0554, -0.03, 0.0056, 0.0056, -0.0054, 0.0125, 0.0084, -0.0208, -0.0533, -0.0375, -0.0211, 0.0265, 0.0144, 0.0276, 0.063, 0.0693, 0.1305, 0.1677, 0.1451, 0.0951, 0.0859, 0.061, 0.0671, 0.0789, 0.0962, 0.0679, 0.0638, 0.0366, 0.042, -0.0172, -0.0321, -0.0267, -0.0664, -0.0142, -0.0181, -0.0229, -0.0421, -0.0421, -0.0381, -0.0557, -0.0846, -0.1566, -0.2205, -0.1636, -0.1755, -0.1154, -0.0943, -0.0922, -0.0635, -0.0595, -0.032, -0.2038, -0.1532, -0.1505, -0.1502, -0.1652, -0.1706, -0.1439, -0.1363, -0.1359, -0.1637, -0.1211, -0.1437, -0.1408, -0.1642, -0.1825, -0.1501, -0.1072, -0.0287, -0.0437, -0.0299, -0.0638, -0.0409, -0.0409, -0.0616, -0.0409, 0.0211, 0.168, 0.2759, 0.1988, 0.1073, 0.121, 0.0561, 0.0724, 0.0046, -0.0039, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2021252830904852525", "ticker_idx": 4, "ts": "2026-02-10T16:00:02+00:00", "symbol": "CRM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this", "tweet_type": "prediction", "timeline": "days", "summary": "High-conviction long on AI software names DDOG/MDB/SNOW/NOW/CRM popping on DDOG earnings catalyst.", "resolved_tickers": ["CRM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "I gave you the keys last week.  Premarket isn't even open yet as I write this and I 100% promise you that AI software plays $DDOG $MDB, $SNOW, $NOW, $CRM etc. are up big as you read this because there's a 0% chance that they don't all pop on the $DDOG earnings that aren't even out yet.  I would bet my account on the AI software stocks being up nicely as you read this.\n\nI'm doing something much more interesting across the pond.  You guys already know the accounts I tell y'all to go to for market analysis when I'm doing something else @theagenttrades , @Quinttrades , @TheMarketBishop go check them :). There's no way Quinn wasn't in software AI cause that's his bread and butter.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Mr Bonk - no weekly write up today (Monday)?!", "parent_author": null, "ret_m1d": 0.002998186585795759, "ret_signed_m1d": 0.002998186585795759, "alpha_spy_m1d": 0.0003540531496399879, "alpha_c_m1d": 0.0003540531496399879, "bench_spy_m1d": 0.002644133436155771, "bench_c_m1d": 0.002644133436155771, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0436805642372704, "ret_signed_p1d": -0.0436805642372704, "alpha_spy_p1d": -0.043449505422854084, "alpha_c_p1d": -0.043449505422854084, "bench_spy_p1d": -0.00023105881441631837, "bench_c_p1d": -0.00023105881441631837, "ret_p1w": -0.04735080451524554, "ret_signed_p1w": -0.04735080451524554, "alpha_spy_p1w": -0.03395717482356009, "alpha_c_p1w": -0.03395717482356009, "bench_spy_p1w": -0.01339362969168545, "bench_c_p1w": -0.01339362969168545, "ret_p1m": 0.0035151752949931225, "ret_signed_p1m": 0.0035151752949931225, "alpha_spy_p1m": 0.02632907196616341, "alpha_c_p1m": 0.02632907196616341, "bench_spy_p1m": -0.022813896671170286, "bench_c_p1m": -0.022813896671170286, "ret_p3m": -0.05776822980235108, "ret_signed_p3m": -0.05776822980235108, "alpha_spy_p3m": -0.1264188719698861, "alpha_c_p3m": -0.1264188719698861, "bench_spy_p3m": 0.06865064216753503, "bench_c_p3m": 0.06865064216753503, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 5, "stated_label": "p1w", "ret_signed_stated": -0.04735080451524554, "alpha_spy_stated": -0.03395717482356009, "alpha_c_stated": -0.03395717482356009, "price_path": [0.2409, 0.2575, 0.2233, 0.2051, 0.1761, 0.1631, 0.1721, 0.1706, 0.2083, 0.1775, 0.1775, 0.1898, 0.2016, 0.2113, 0.232, 0.2771, 0.3448, 0.3394, 0.3471, 0.3635, 0.354, 0.3534, 0.3139, 0.3156, 0.3323, 0.3329, 0.3436, 0.368, 0.3617, 0.3712, 0.3712, 0.3754, 0.3762, 0.3746, 0.3694, 0.3694, 0.311, 0.3247, 0.359, 0.3757, 0.3468, 0.3437, 0.3409, 0.2461, 0.2384, 0.2072, 0.174, 0.174, 0.1376, 0.1454, 0.1791, 0.1789, 0.1858, 0.1813, 0.1784, 0.1066, 0.0974, 0.0897, 0.0151, 0.031, -0.018, -0.0109, 0.003, 0.0, -0.0437, -0.0415, -0.0193, -0.0193, -0.0474, -0.0293, -0.0422, -0.0429, -0.079, -0.0415, -0.0088, 0.0311, 0.0069, -0.0026, 0.0134, -0.0019, 0.041, 0.0448, 0.0276, 0.0075, 0.0035, 0.0301, -0.0032, 0.0253, 0.0096, 0.0046, 0.008, 0.01, 0.0089, -0.0539, -0.0594, -0.0404, -0.0731, -0.0435, -0.035, -0.0373, -0.0324, -0.0324, -0.0435, -0.0542, -0.0883, -0.1146, -0.1451, -0.1044, -0.1122, -0.0796, -0.0609, -0.0561, -0.0347, -0.0304, -0.0164, -0.1019, -0.0767, -0.0663, -0.0604, -0.0609, -0.0852, -0.0474, -0.0388, -0.031, -0.061, -0.0343, -0.0578, -0.0802, -0.1122, -0.1406, -0.1316, -0.1008, -0.0699, -0.0702, -0.0667, -0.0863, -0.0668, -0.0668, -0.072, -0.0801, -0.087, -0.0097, 0.0862, 0.0408, -0.0122, -0.0219, -0.0379, -0.054, -0.0913, -0.1143, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037575376226930813", "ticker_idx": 0, "ts": "2026-03-27T17:00:00+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these names are a buy around these levels", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cybersecurity names PANW, CRWD, S, ZS are a buy at current levels; AI-risk selloff is overblown as management is fully prepared.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Cybersecurity stocks getting pummeled on rumors that Claude's new Mythos model is going to present cybersecurity risks.\n\nI've been telling people for years what AI means for the future of cybersecurity. I assure you, George, Nikesh and the rest are fully aware of that and have been planning for it this entire time. If you think this is the Silicon Valley episode where Gilfoyle's AI cracks all encryption and has to be destroyed because there's no way to control it, you're sadly mistaken.  They're ready for this.\n\nFrom a pure equity perspective, these names are a buy around these levels. From an options perspective you still can't touch them until $VIX $UVXY drops.\n\nDon't say you weren't warned.  $PANW $CRWD $S $ZS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06352874484061033, "ret_signed_m1d": 0.06352874484061033, "alpha_spy_m1d": 0.046181050453189654, "alpha_c_m1d": 0.046181050453189654, "bench_spy_m1d": 0.017347694387420676, "bench_c_m1d": 0.017347694387420676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04985717329643502, "ret_signed_p1d": 0.04985717329643502, "alpha_spy_p1d": 0.053200635679619634, "alpha_c_p1d": 0.053200635679619634, "bench_spy_p1d": -0.0033434623831846144, "bench_c_p1d": -0.0033434623831846144, "ret_p1w": 0.11012108536878129, "ret_signed_p1w": 0.11012108536878129, "alpha_spy_p1w": 0.07583574840774077, "alpha_c_p1w": 0.07583574840774077, "bench_spy_p1w": 0.034285336961040525, "bench_c_p1w": 0.034285336961040525, "ret_p1m": 0.24404835111778245, "ret_signed_p1m": 0.24404835111778245, "alpha_spy_p1m": 0.11618014215576311, "alpha_c_p1m": 0.11618014215576311, "bench_spy_p1m": 0.12786820896201934, "bench_c_p1m": 0.12786820896201934, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.24404835111778245, "alpha_spy_stated": 0.11618014215576311, "alpha_c_stated": 0.11618014215576311, "price_path": [0.2709, 0.2529, 0.2529, 0.22, 0.2387, 0.2642, 0.3189, 0.2978, 0.2857, 0.2847, 0.2981, 0.2987, 0.2769, 0.2764, 0.2764, 0.2519, 0.2343, 0.2398, 0.2255, 0.253, 0.2481, 0.2498, 0.1985, 0.2037, 0.1932, 0.1307, 0.134, 0.0527, 0.0837, 0.1291, 0.1258, 0.1243, 0.1074, 0.1356, 0.1356, 0.1121, 0.0363, 0.027, 0.0114, -0.0196, -0.0364, -0.0148, 0.0162, 0.0129, 0.0213, 0.0617, 0.0785, 0.1098, 0.1226, 0.123, 0.1262, 0.1218, 0.1435, 0.136, 0.139, 0.1508, 0.1489, 0.1545, 0.1084, 0.1158, 0.0693, 0.0422, 0.0635, 0.0, 0.0499, 0.0905, 0.0928, 0.1101, 0.1101, 0.1016, 0.1554, 0.182, 0.1358, 0.0592, 0.1054, 0.0991, 0.1162, 0.1357, 0.1417, 0.1533, 0.19, 0.2325, 0.1781, 0.2144, 0.244, 0.2311, 0.2348, 0.2197, 0.2317, 0.2553, 0.2514, 0.2494, 0.3368, 0.414, 0.4533, 0.4665, 0.5494, 0.6203, 0.6517, 0.6838, 0.6333, 0.6777, 0.7203, 0.7724, 0.7724, 0.7464, 0.69, 0.7533, 0.916, 1.0438, 1.0214, 0.9074, 0.8994, 0.8504, 0.8115, 0.772, 0.7904, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037575376226930813", "ticker_idx": 1, "ts": "2026-03-27T17:00:00+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these names are a buy around these levels", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cybersecurity names PANW, CRWD, S, ZS are a buy at current levels; AI-risk selloff is overblown as management is fully prepared.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Cybersecurity stocks getting pummeled on rumors that Claude's new Mythos model is going to present cybersecurity risks.\n\nI've been telling people for years what AI means for the future of cybersecurity. I assure you, George, Nikesh and the rest are fully aware of that and have been planning for it this entire time. If you think this is the Silicon Valley episode where Gilfoyle's AI cracks all encryption and has to be destroyed because there's no way to control it, you're sadly mistaken.  They're ready for this.\n\nFrom a pure equity perspective, these names are a buy around these levels. From an options perspective you still can't touch them until $VIX $UVXY drops.\n\nDon't say you weren't warned.  $PANW $CRWD $S $ZS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06234106115596383, "ret_signed_m1d": 0.06234106115596383, "alpha_spy_m1d": 0.04499336676854315, "alpha_c_m1d": 0.04499336676854315, "bench_spy_m1d": 0.017347694387420676, "bench_c_m1d": 0.017347694387420676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.028356543555095648, "ret_signed_p1d": 0.028356543555095648, "alpha_spy_p1d": 0.03170000593828026, "alpha_c_p1d": 0.03170000593828026, "bench_spy_p1d": -0.0033434623831846144, "bench_c_p1d": -0.0033434623831846144, "ret_p1w": 0.07992859358780713, "ret_signed_p1w": 0.07992859358780713, "alpha_spy_p1w": 0.045643256626766604, "alpha_c_p1w": 0.045643256626766604, "bench_spy_p1w": 0.034285336961040525, "bench_c_p1w": 0.034285336961040525, "ret_p1m": 0.23007197864776852, "ret_signed_p1m": 0.23007197864776852, "alpha_spy_p1m": 0.10220376968574918, "alpha_c_p1m": 0.10220376968574918, "bench_spy_p1m": 0.12786820896201934, "bench_c_p1m": 0.12786820896201934, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.23007197864776852, "alpha_spy_stated": 0.10220376968574918, "alpha_c_stated": 0.10220376968574918, "price_path": [0.2869, 0.2684, 0.2684, 0.2273, 0.2353, 0.2401, 0.2958, 0.2551, 0.2734, 0.2636, 0.2664, 0.2466, 0.2311, 0.2281, 0.2281, 0.1979, 0.2065, 0.2278, 0.2243, 0.2672, 0.2897, 0.2695, 0.203, 0.1943, 0.1874, 0.1411, 0.1239, 0.0205, 0.0701, 0.1041, 0.1185, 0.1251, 0.1135, 0.1625, 0.1625, 0.121, 0.125, 0.1422, 0.0515, -0.0521, -0.0523, -0.017, 0.0312, 0.0065, 0.0413, 0.0591, 0.1031, 0.1531, 0.1608, 0.1747, 0.1806, 0.196, 0.1947, 0.1954, 0.1468, 0.1721, 0.1792, 0.1586, 0.1067, 0.1183, 0.0633, 0.0441, 0.0623, 0.0, 0.0284, 0.0564, 0.0642, 0.0799, 0.0799, 0.0785, 0.1452, 0.154, 0.0679, 0.0255, 0.0884, 0.0782, 0.1125, 0.1316, 0.1471, 0.172, 0.2165, 0.2627, 0.2051, 0.2125, 0.2301, 0.2311, 0.224, 0.2061, 0.2329, 0.2697, 0.2894, 0.2665, 0.3684, 0.428, 0.4672, 0.4778, 0.5222, 0.5692, 0.6074, 0.6744, 0.6691, 0.7591, 0.754, 0.7952, 0.7952, 0.8171, 0.7462, 0.8156, 0.9779, 1.1164, 1.0806, 1.0229, 0.9457, 0.8156, 0.7825, 0.745, 0.7526, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037575376226930813", "ticker_idx": 2, "ts": "2026-03-27T17:00:00+00:00", "symbol": "S", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "these names are a buy around these levels", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cybersecurity names PANW, CRWD, S, ZS are a buy at current levels; AI-risk selloff is overblown as management is fully prepared.", "resolved_tickers": ["S"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Cybersecurity stocks getting pummeled on rumors that Claude's new Mythos model is going to present cybersecurity risks.\n\nI've been telling people for years what AI means for the future of cybersecurity. I assure you, George, Nikesh and the rest are fully aware of that and have been planning for it this entire time. If you think this is the Silicon Valley episode where Gilfoyle's AI cracks all encryption and has to be destroyed because there's no way to control it, you're sadly mistaken.  They're ready for this.\n\nFrom a pure equity perspective, these names are a buy around these levels. From an options perspective you still can't touch them until $VIX $UVXY drops.\n\nDon't say you weren't warned.  $PANW $CRWD $S $ZS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06518280602522042, "ret_signed_m1d": 0.06518280602522042, "alpha_spy_m1d": 0.04783511163779974, "alpha_c_m1d": 0.04783511163779974, "bench_spy_m1d": 0.017347694387420676, "bench_c_m1d": 0.017347694387420676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0023847164668624465, "ret_signed_p1d": 0.0023847164668624465, "alpha_spy_p1d": 0.005728178850047061, "alpha_c_p1d": 0.005728178850047061, "bench_spy_p1d": -0.0033434623831846144, "bench_c_p1d": -0.0033434623831846144, "ret_p1w": 0.059618442332951105, "ret_signed_p1w": 0.059618442332951105, "alpha_spy_p1w": 0.02533310537191058, "alpha_c_p1w": 0.02533310537191058, "bench_spy_p1w": 0.034285336961040525, "bench_c_p1w": 0.034285336961040525, "ret_p1m": 0.16295709087182053, "ret_signed_p1m": 0.16295709087182053, "alpha_spy_p1m": 0.035088881909801195, "alpha_c_p1m": 0.035088881909801195, "bench_spy_p1m": 0.12786820896201934, "bench_c_p1m": 0.12786820896201934, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.16295709087182053, "alpha_spy_stated": 0.035088881909801195, "alpha_c_stated": 0.035088881909801195, "price_path": [0.2138, 0.1924, 0.1924, 0.1638, 0.1773, 0.2067, 0.2345, 0.2186, 0.2019, 0.1955, 0.1638, 0.1304, 0.1192, 0.1049, 0.1049, 0.0787, 0.097, 0.128, 0.1359, 0.1574, 0.2011, 0.1868, 0.1184, 0.1113, 0.1439, 0.0445, 0.0827, 0.0278, 0.0509, 0.0445, 0.0914, 0.0827, 0.058, 0.1025, 0.1025, 0.0652, 0.0612, 0.0779, 0.031, -0.0167, 0.0143, 0.027, 0.0715, 0.0429, 0.0437, 0.0548, 0.0723, 0.1105, 0.128, 0.1407, 0.124, 0.1256, 0.0954, 0.1542, 0.1359, 0.1518, 0.1431, 0.1574, 0.1264, 0.1431, 0.0366, 0.062, 0.0652, 0.0, 0.0024, 0.0238, 0.058, 0.0596, 0.0596, 0.0739, 0.0636, 0.0731, 0.0151, -0.0509, 0.0167, 0.0135, 0.0541, 0.1073, 0.1145, 0.1383, 0.1494, 0.163, 0.1065, 0.132, 0.163, 0.1645, 0.1685, 0.1256, 0.1844, 0.2401, 0.2607, 0.2186, 0.2655, 0.3188, 0.2981, 0.2512, 0.2782, 0.3124, 0.3402, 0.3943, 0.4038, 0.4285, 0.4396, 0.4873, 0.4873, 0.4754, 0.4269, 0.4324, 0.3156, 0.4157, 0.3792, 0.2957, 0.314, 0.2679, 0.252, 0.2114, 0.1757, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037575376226930813", "ticker_idx": 3, "ts": "2026-03-27T17:00:00+00:00", "symbol": "ZS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "these names are a buy around these levels", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Cybersecurity names PANW, CRWD, S, ZS are a buy at current levels; AI-risk selloff is overblown as management is fully prepared.", "resolved_tickers": ["ZS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "Cybersecurity stocks getting pummeled on rumors that Claude's new Mythos model is going to present cybersecurity risks.\n\nI've been telling people for years what AI means for the future of cybersecurity. I assure you, George, Nikesh and the rest are fully aware of that and have been planning for it this entire time. If you think this is the Silicon Valley episode where Gilfoyle's AI cracks all encryption and has to be destroyed because there's no way to control it, you're sadly mistaken.  They're ready for this.\n\nFrom a pure equity perspective, these names are a buy around these levels. From an options perspective you still can't touch them until $VIX $UVXY drops.\n\nDon't say you weren't warned.  $PANW $CRWD $S $ZS", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.06263139162306719, "ret_signed_m1d": 0.06263139162306719, "alpha_spy_m1d": 0.045283697235646514, "alpha_c_m1d": 0.045283697235646514, "bench_spy_m1d": 0.017347694387420676, "bench_c_m1d": 0.017347694387420676, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.030789957434442572, "ret_signed_p1d": 0.030789957434442572, "alpha_spy_p1d": 0.034133419817627186, "alpha_c_p1d": 0.034133419817627186, "bench_spy_p1d": -0.0033434623831846144, "bench_c_p1d": -0.0033434623831846144, "ret_p1w": 0.04055267158287812, "ret_signed_p1w": 0.04055267158287812, "alpha_spy_p1w": 0.006267334621837595, "alpha_c_p1w": 0.006267334621837595, "bench_spy_p1w": 0.034285336961040525, "bench_c_p1w": 0.034285336961040525, "ret_p1m": 0.007134251442743933, "ret_signed_p1m": 0.007134251442743933, "alpha_spy_p1m": -0.1207339575192754, "alpha_c_p1m": -0.1207339575192754, "bench_spy_p1m": 0.12786820896201934, "bench_c_p1m": 0.12786820896201934, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.007134251442743933, "alpha_spy_stated": -0.1207339575192754, "alpha_c_stated": -0.1207339575192754, "price_path": [0.7079, 0.6891, 0.6891, 0.6564, 0.6729, 0.6674, 0.736, 0.6546, 0.6276, 0.6268, 0.6285, 0.6091, 0.5814, 0.6069, 0.6069, 0.5494, 0.567, 0.5644, 0.5742, 0.6112, 0.6497, 0.6067, 0.5067, 0.502, 0.5065, 0.4122, 0.3952, 0.2721, 0.2566, 0.278, 0.3093, 0.2842, 0.2834, 0.3346, 0.3346, 0.2961, 0.2927, 0.2691, 0.1997, 0.076, 0.1217, 0.1693, 0.2568, 0.1039, 0.1158, 0.1615, 0.1731, 0.2163, 0.2321, 0.2212, 0.1761, 0.1551, 0.1386, 0.1547, 0.1542, 0.1715, 0.1714, 0.167, 0.1375, 0.14, 0.0469, 0.0472, 0.0626, 0.0, 0.0308, 0.0535, 0.0264, 0.0406, 0.0406, 0.0478, 0.0671, 0.0352, -0.0821, -0.1135, -0.0792, -0.0787, -0.0161, 0.0088, 0.0114, 0.0123, 0.0484, 0.0713, -0.0014, 0.0176, 0.0071, 0.0219, 0.0118, -0.0186, 0.0499, 0.0679, 0.0616, 0.0426, 0.1474, 0.1425, 0.118, 0.0977, 0.1447, 0.1543, 0.2094, 0.3119, 0.3161, 0.3101, 0.2842, 0.3696, 0.3696, 0.3863, -0.0507, -0.0234, 0.0493, 0.1693, 0.0825, 0.0091, 0.0158, -0.0179, -0.0294, -0.055, -0.0633, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039056789472469142", "ticker_idx": 0, "ts": "2026-03-31T19:06:37+00:00", "symbol": "ORCL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Textbook first step toward a death spiral.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ORCL on negative FCF, debt spiral, Stargate failure, and layoffs; ARM leveraged to the hilt; WBD and Paramount potential acquisition targets at distressed prices.", "resolved_tickers": ["ORCL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "We see this cycle of recklessness leading up to financial disaster about every 10 years or so, and here we are again:  Oracle ($ORCL) is laying off ~18% of its global workforce (25,000-ish people) with no advance notice to free up about $8–10B in cash flow.\n\nWhy? Free cash flow is deeply negative — around -$24.7B TTM — while debt and lease obligations have exploded. Market cap is down over 50% in just 6 months. Stargate has been a disaster so far - they were counting heavily on the Abilene Stargate data center expansion to prove the model, but that just got scrapped. Larry Ellison has leveraged himself to the hilt for this AI bet, which is not paying off yet. They’re staring down a class action suit from investors finally waking up to how expensive the OpenAI cash commitments really are.\n\nLayman’s version: They just fired a bunch of workers who create the actual revenue-generating products… to service debt on a huge AI gamble that still isn’t throwing off meaningful cash. Textbook first step toward a death spiral.\n\nThey did manage to raise $30B in bonds/convertibles last month (order book started strong), but appetite is thinning fast — firms like Blue Owl have tapped out. Forward looking risk appetite has fallen off a cliff.  The list of entities willing to lend is shrinking, and now they’re cutting muscle and bone to stay relevant.\n\nTheir partners in this gamble? Also squeezed dry. SoftBank sold off significant chunks of $NVDA and is leveraging its $ARM stake for margin loans just to stay solvent and keep feeding OpenAI. As for OpenAI? Their latest pitch decks to VCs like me (and yes, I’ve seen them) reek of desperation with guaranteed-return promises. Huge red flag.\n\nLuddites will frame this as “the AI bubble popping.” Smart people will see it as a reminder: practice strategic, steady growth. Don’t bet the farm on one unproven vertical with no clear timeline for returns.\n\nBonus angle: Don’t forget the Ellison family media play. The only reason $PSKY won the bid for $WBD is because David (Larry’s nepo kid, fresh off the leveraged Paramount buyout) got dad to personally guarantee billions he’s already stretched thin on from Oracle for an even more leveraged buyout in Warner.  If debt service gets ugly, don't be surprised when studios scoop up both WBD AND Paramount for pennies on the dollar.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.05648826961920994, "ret_signed_m1d": 0.05648826961920994, "alpha_spy_m1d": 0.02824142121105211, "alpha_c_m1d": 0.02824142121105211, "bench_spy_m1d": -0.028246848408157832, "bench_c_m1d": -0.028246848408157832, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012779567015000604, "ret_signed_p1d": 0.012779567015000604, "alpha_spy_p1d": 0.020314030797890625, "alpha_c_p1d": 0.020314030797890625, "bench_spy_p1d": 0.007534463782890022, "bench_c_p1d": 0.007534463782890022, "ret_p1w": -0.026782664196082884, "ret_signed_p1w": 0.026782664196082884, "alpha_spy_p1w": 0.040436973451185354, "alpha_c_p1w": 0.040436973451185354, "bench_spy_p1w": 0.01365430925510247, "bench_c_p1w": 0.01365430925510247, "ret_p1m": 0.11754601587143965, "ret_signed_p1m": -0.11754601587143965, "alpha_spy_p1m": -0.023379906289528574, "alpha_c_p1m": -0.023379906289528574, "bench_spy_p1m": 0.09416610958191107, "bench_c_p1m": 0.09416610958191107, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.11754601587143965, "alpha_spy_stated": -0.023379906289528574, "alpha_c_stated": -0.023379906289528574, "price_path": [0.3214, 0.3269, 0.3057, 0.3136, 0.3074, 0.2858, 0.3495, 0.3913, 0.3751, 0.3161, 0.2905, 0.299, 0.299, 0.223, 0.182, 0.2112, 0.2043, 0.2402, 0.1889, 0.1746, 0.1489, 0.1188, 0.088, 0.0514, -0.003, -0.0723, -0.0292, 0.0644, 0.0869, 0.0683, 0.0637, 0.0886, 0.0886, 0.0466, 0.0616, 0.0641, 0.0066, -0.0394, -0.0066, 0.0053, 0.0218, -0.0116, 0.0145, 0.0129, 0.0358, 0.0522, 0.0398, 0.0302, 0.0156, 0.1088, 0.0819, 0.0544, 0.0602, 0.0515, 0.0394, 0.0572, 0.0175, 0.0491, -0.0001, -0.0074, -0.0292, -0.0506, -0.0565, 0.0, -0.0128, -0.005, -0.005, -0.0107, -0.0268, -0.0235, -0.0596, -0.058, 0.0615, 0.1119, 0.1583, 0.2165, 0.1942, 0.2113, 0.2358, 0.279, 0.2025, 0.182, 0.1798, 0.1321, 0.1175, 0.1009, 0.1721, 0.2298, 0.2643, 0.3236, 0.3274, 0.3366, 0.3223, 0.2744, 0.2944, 0.3343, 0.3162, 0.2729, 0.2378, 0.2835, 0.2945, 0.3102, 0.3102, 0.3169, 0.3026, 0.3895, 0.5401, 0.6927, 0.6684, 0.5712, 0.6122, 0.4576, 0.4449, 0.4039, 0.3729, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039056789472469142", "ticker_idx": 1, "ts": "2026-03-31T19:06:37+00:00", "symbol": "WBD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "don't be surprised when studios scoop up both WBD AND Paramount for pennies on the dollar", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish ORCL on negative FCF, debt spiral, Stargate failure, and layoffs; ARM leveraged to the hilt; WBD and Paramount potential acquisition targets at distressed prices.", "resolved_tickers": ["WBD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Entertainment'", "bench_c_industry": "Entertainment", "unit_kind": "original", "lang": "en", "tweet_text": "We see this cycle of recklessness leading up to financial disaster about every 10 years or so, and here we are again:  Oracle ($ORCL) is laying off ~18% of its global workforce (25,000-ish people) with no advance notice to free up about $8–10B in cash flow.\n\nWhy? Free cash flow is deeply negative — around -$24.7B TTM — while debt and lease obligations have exploded. Market cap is down over 50% in just 6 months. Stargate has been a disaster so far - they were counting heavily on the Abilene Stargate data center expansion to prove the model, but that just got scrapped. Larry Ellison has leveraged himself to the hilt for this AI bet, which is not paying off yet. They’re staring down a class action suit from investors finally waking up to how expensive the OpenAI cash commitments really are.\n\nLayman’s version: They just fired a bunch of workers who create the actual revenue-generating products… to service debt on a huge AI gamble that still isn’t throwing off meaningful cash. Textbook first step toward a death spiral.\n\nThey did manage to raise $30B in bonds/convertibles last month (order book started strong), but appetite is thinning fast — firms like Blue Owl have tapped out. Forward looking risk appetite has fallen off a cliff.  The list of entities willing to lend is shrinking, and now they’re cutting muscle and bone to stay relevant.\n\nTheir partners in this gamble? Also squeezed dry. SoftBank sold off significant chunks of $NVDA and is leveraging its $ARM stake for margin loans just to stay solvent and keep feeding OpenAI. As for OpenAI? Their latest pitch decks to VCs like me (and yes, I’ve seen them) reek of desperation with guaranteed-return promises. Huge red flag.\n\nLuddites will frame this as “the AI bubble popping.” Smart people will see it as a reminder: practice strategic, steady growth. Don’t bet the farm on one unproven vertical with no clear timeline for returns.\n\nBonus angle: Don’t forget the Ellison family media play. The only reason $PSKY won the bid for $WBD is because David (Larry’s nepo kid, fresh off the leveraged Paramount buyout) got dad to personally guarantee billions he’s already stretched thin on from Oracle for an even more leveraged buyout in Warner.  If debt service gets ugly, don't be surprised when studios scoop up both WBD AND Paramount for pennies on the dollar.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.013474105761860034, "ret_signed_m1d": -0.013474105761860034, "alpha_spy_m1d": 0.014772742646297798, "alpha_c_m1d": 0.012685027468454235, "bench_spy_m1d": -0.028246848408157832, "bench_c_m1d": -0.02615913323031427, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0010925232208938152, "ret_signed_p1d": 0.0010925232208938152, "alpha_spy_p1d": -0.006441940561996207, "alpha_c_p1d": -0.0023351986925632673, "bench_spy_p1d": 0.007534463782890022, "bench_c_p1d": 0.0034277219134570824, "ret_p1w": -0.0032774307443493855, "ret_signed_p1w": -0.0032774307443493855, "alpha_spy_p1w": -0.016931739999451856, "alpha_c_p1w": -0.011936993067885981, "bench_spy_p1w": 0.01365430925510247, "bench_c_p1w": 0.008659562323536596, "ret_p1m": -0.014930803389718417, "ret_signed_p1m": -0.014930803389718417, "alpha_spy_p1m": -0.10909691297162949, "alpha_c_p1m": -0.05489111622379683, "bench_spy_p1m": 0.09416610958191107, "bench_c_p1m": 0.039960312834078415, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.014930803389718417, "alpha_spy_stated": -0.10909691297162949, "alpha_c_stated": -0.05489111622379683, "price_path": [0.0495, 0.0382, 0.039, 0.0368, 0.0412, 0.0313, 0.0521, 0.0342, 0.051, 0.0426, 0.0375, 0.0408, 0.0408, 0.0284, 0.039, 0.0328, 0.0408, 0.0284, 0.0222, 0.0189, 0.0051, 0.0029, 0.0022, -0.0098, -0.0157, -0.0255, -0.0036, -0.0091, 0.0124, 0.0193, 0.0237, 0.0193, 0.0193, 0.047, 0.0484, 0.039, 0.047, 0.0532, 0.0615, 0.0524, 0.0488, 0.0259, 0.0379, 0.0269, 0.0178, 0.0197, 0.0178, 0.0106, 0.0109, 0.0127, -0.0011, -0.0117, 0.0018, 0.0066, -0.004, 0.0062, -0.0015, -0.0022, -0.0066, -0.0087, -0.0142, -0.0142, -0.0135, 0.0, 0.0011, -0.0051, -0.0051, -0.0018, -0.0033, 0.0033, 0.0025, -0.0007, -0.0025, -0.0033, -0.0095, -0.0025, 0.0004, -0.0015, -0.0055, -0.0047, -0.0204, -0.0142, -0.0233, -0.0186, -0.0149, -0.0149, -0.0178, -0.0182, -0.0087, -0.0095, -0.0124, -0.0127, -0.008, -0.0095, -0.0076, -0.0124, -0.0175, -0.0131, -0.0135, -0.0015, -0.0131, -0.0157, -0.0157, -0.0168, -0.0117, -0.0153, -0.0164, -0.0076, -0.0102, -0.0168, -0.0168, -0.0444, -0.0361, -0.0328, -0.0448, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2043679891678453946", "ticker_idx": 0, "ts": "2026-04-13T13:17:10+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NOW 6/18 100c $3.40\n\nI went in light ( < 200 contracts) just because there's no telling when this irrational fear that AI is going to replace enterprise software will subside.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long ServiceNow via 6/18 100c calls; bought light due to uncertain timing on AI-replacement fears subsiding.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "This is going to open up a moderate amount.  Expect it to sweep back to the London range.  Make sure you secure some wealth today.\n\nTrump's going to TACO again (got a post on that coming later), but it doesn't change the fact that the markets are still consistently trying to price in his Dementia-driven chaos, which means you want to create a footprint that's not exposed too seriously, and you want to provide armor (padding, in this case) to protect your exposure.", "reply_text": null, "parent_text": null, "quoted_text": "$NOW 6/18 100c $3.40\n\nI went in light ( &lt; 200 contracts) just because there's no telling when this irrational fear that AI is going to replace enterprise software will subside.", "parent_author": null, "ret_m1d": -0.0680439897228472, "ret_signed_m1d": -0.0680439897228472, "alpha_spy_m1d": -0.0583661674672632, "alpha_c_m1d": -0.0583661674672632, "bench_spy_m1d": -0.009677822255584001, "bench_c_m1d": -0.009677822255584001, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014260012102861985, "ret_signed_p1d": -0.014260012102861985, "alpha_spy_p1d": -0.026444892855232105, "alpha_c_p1d": -0.026444892855232105, "bench_spy_p1d": 0.01218488075237012, "bench_c_p1d": 0.01218488075237012, "ret_p1w": 0.11969463231902755, "ret_signed_p1w": 0.11969463231902755, "alpha_spy_p1w": 0.0867256832997978, "alpha_c_p1w": 0.0867256832997978, "bench_spy_p1w": 0.032968949019229754, "bench_c_p1w": 0.032968949019229754, "ret_p1m": -0.0006736757269084626, "ret_signed_p1m": -0.0006736757269084626, "alpha_spy_p1m": -0.0765810054792041, "alpha_c_p1m": -0.0765810054792041, "bench_spy_p1m": 0.07590732975229564, "bench_c_p1m": 0.07590732975229564, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0006736757269084626, "alpha_spy_stated": -0.0765810054792041, "alpha_c_stated": -0.0765810054792041, "price_path": [0.5115, 0.4728, 0.4295, 0.4295, 0.408, 0.4069, 0.4435, 0.4946, 0.5309, 0.4799, 0.4554, 0.3107, 0.3138, 0.3249, 0.2325, 0.2471, 0.1524, 0.1311, 0.1663, 0.1956, 0.1294, 0.1598, 0.2023, 0.2023, 0.1892, 0.2105, 0.2056, 0.1708, 0.1318, 0.1508, 0.1703, 0.2273, 0.2128, 0.2286, 0.2709, 0.2785, 0.3517, 0.3961, 0.3691, 0.3093, 0.2983, 0.2685, 0.2758, 0.2899, 0.3106, 0.2768, 0.2718, 0.2394, 0.2458, 0.1751, 0.1572, 0.1637, 0.1162, 0.1786, 0.1739, 0.1682, 0.1453, 0.1453, 0.15, 0.129, 0.0944, 0.0084, -0.068, 0.0, -0.0143, 0.0576, 0.0829, 0.0853, 0.1197, 0.1244, 0.1573, -0.0481, 0.0125, 0.0156, 0.0161, -0.0019, -0.0084, 0.0236, 0.0327, 0.0331, -0.0001, 0.0509, 0.0238, 0.0273, -0.0007, -0.0226, 0.0162, 0.0675, 0.1612, 0.1434, 0.1599, 0.1194, 0.1468, 0.1468, 0.1219, 0.1466, 0.2209, 0.3965, 0.5255, 0.4333, 0.3238, 0.3402, 0.2626, 0.2822, 0.2011, 0.1909, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2034667174531400058", "ticker_idx": 0, "ts": "2026-03-19T16:23:51+00:00", "symbol": "CORN", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "some might say that $CORN, say, the May 15th $20 strike, might support financial health? I took a look at the chart, and decided I liked it", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holds long CORN May 15 $20 call at ~$0.75 avg; likes the chart setup.", "resolved_tickers": ["CORN"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "reply_other", "lang": "en", "tweet_text": "Did you know that corn supports urinary health?  It's true.  Some might say that $CORN, say, the May 15th $20 strike, might support financial health?  You could even get it for...well, I paid about $.75 on the average, but I think it'd cost you about $.85 now.\n\n(Full disclosure:  I am not the one who found this trade on my own; a colleague texted me to ask about it, I took a look at the chart, and decided I liked it).", "reply_text": null, "parent_text": "Who would win in a peeing contest?", "quoted_text": null, "parent_author": "HudsonWarRoom", "ret_m1d": -0.010621389471577314, "ret_signed_m1d": -0.010621389471577314, "alpha_spy_m1d": -0.013091817933644001, "alpha_c_m1d": -0.013091817933644001, "bench_spy_m1d": 0.002470428462066687, "bench_c_m1d": 0.002470428462066687, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0015932388086596916, "ret_signed_p1d": -0.0015932388086596916, "alpha_spy_p1d": 0.012742537063844539, "alpha_c_p1d": 0.012742537063844539, "bench_spy_p1d": -0.01433577587250423, "bench_c_p1d": -0.01433577587250423, "ret_p1w": -0.00637285394156184, "ret_signed_p1w": -0.00637285394156184, "alpha_spy_p1w": 0.013251622009536446, "alpha_c_p1w": 0.013251622009536446, "bench_spy_p1w": -0.019624475951098286, "bench_c_p1w": -0.019624475951098286, "ret_p1m": -0.046733890830170766, "ret_signed_p1m": -0.046733890830170766, "alpha_spy_p1m": -0.12596912936384574, "alpha_c_p1m": -0.12596912936384574, "bench_spy_p1m": 0.07923523853367498, "bench_c_p1m": 0.07923523853367498, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.046733890830170766, "alpha_spy_stated": -0.12596912936384574, "alpha_c_stated": -0.12596912936384574, "price_path": [-0.0499, -0.0478, -0.0404, -0.0404, -0.0388, -0.0536, -0.0584, -0.0584, -0.0584, -0.0637, -0.0515, -0.0542, -0.0489, -0.0467, -0.0499, -0.0892, -0.0972, -0.0924, -0.0945, -0.0876, -0.0876, -0.0876, -0.0892, -0.0871, -0.0749, -0.0786, -0.0802, -0.0743, -0.0706, -0.0717, -0.0823, -0.0775, -0.0765, -0.0653, -0.0706, -0.0749, -0.0728, -0.0733, -0.0643, -0.0627, -0.0627, -0.0733, -0.0738, -0.0712, -0.0643, -0.0643, -0.0659, -0.06, -0.0579, -0.0499, -0.0531, -0.0499, -0.0552, -0.034, -0.0165, -0.0335, -0.0297, -0.0165, -0.0127, -0.0085, -0.0303, -0.0266, -0.0106, 0.0, -0.0016, -0.017, -0.017, -0.0042, -0.0064, -0.0133, -0.0287, -0.0228, -0.0345, -0.034, -0.034, -0.0287, -0.0414, -0.0446, -0.0499, -0.0574, -0.0563, -0.0568, -0.0404, -0.0457, -0.0467, -0.0398, -0.0345, -0.0329, -0.0292, -0.0297, -0.017, -0.0032, 0.0005, -0.0074, 0.0032, 0.0154, 0.0048, -0.0207, -0.0207, -0.0117, -0.0037, 0.0053, 0.008, -0.0159, -0.0366, -0.0048, -0.0048, -0.0218, -0.0276, -0.025, -0.025, -0.0345, -0.0441, -0.0329, -0.0478, -0.0494, -0.0595, -0.0722, -0.085, -0.094, -0.0961, -0.0951, -0.0935, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2042709210056519938", "ticker_idx": 0, "ts": "2026-04-10T21:00:02+00:00", "symbol": "PLTR", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "trades at 225 times forward earnings, and is worth about $40 a share if you're sane", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish PLTR: trading at 225x forward earnings, intrinsic value ~$40/share vs current ~$126.", "resolved_tickers": ["PLTR"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "We've reached the point where the president is pumping individual stock tickers to benefit his buddies\n\nFor those who don't know, $PLTR, has been in a freefall down to $126, trades at 225 times forward earnings, and is worth about $40 a share if you're sane. https://t.co/knSyDXiT41", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.03256023054755042, "ret_signed_m1d": 0.03256023054755042, "alpha_spy_m1d": 0.022882408291966416, "alpha_c_m1d": 0.022882408291966416, "bench_spy_m1d": -0.009677822255584001, "bench_c_m1d": -0.009677822255584001, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02515677233429403, "ret_signed_p1d": -0.02515677233429403, "alpha_spy_p1d": -0.012971891581923911, "alpha_c_p1d": -0.012971891581923911, "bench_spy_p1d": 0.01218488075237012, "bench_c_p1d": 0.01218488075237012, "ret_p1w": 0.1021379827089337, "ret_signed_p1w": -0.1021379827089337, "alpha_spy_p1w": -0.06916903368970395, "alpha_c_p1w": -0.06916903368970395, "bench_spy_p1w": 0.032968949019229754, "bench_c_p1w": 0.032968949019229754, "ret_p1m": 0.027423170028818333, "ret_signed_p1m": -0.027423170028818333, "alpha_spy_p1m": 0.048484159723477305, "alpha_c_p1m": 0.048484159723477305, "bench_spy_p1m": 0.07590732975229564, "bench_c_p1m": 0.07590732975229564, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.027423170028818333, "alpha_spy_stated": 0.048484159723477305, "alpha_c_stated": 0.048484159723477305, "price_path": [0.3477, 0.3377, 0.2915, 0.2915, 0.2732, 0.249, 0.2533, 0.2813, 0.2652, 0.2518, 0.1887, 0.1472, 0.1074, 0.1163, 0.1927, 0.0542, -0.0178, 0.0267, 0.0796, 0.0539, 0.025, -0.0245, -0.0073, -0.0073, 0.0049, 0.0227, 0.019, 0.0217, -0.0134, -0.0267, 0.0137, 0.027, 0.0364, 0.0967, 0.1122, 0.1573, 0.1534, 0.1873, 0.1818, 0.1418, 0.1453, 0.1596, 0.1404, 0.1537, 0.1716, 0.1541, 0.1761, 0.1383, 0.2151, 0.1693, 0.1707, 0.1148, 0.0808, 0.0391, 0.1051, 0.1067, 0.1216, 0.1216, 0.1175, 0.1337, 0.0634, -0.0142, -0.0326, 0.0, 0.0252, 0.0739, 0.0785, 0.1059, 0.1021, 0.1027, 0.153, 0.0695, 0.081, 0.0811, 0.0666, 0.0423, 0.0509, 0.0884, 0.1032, 0.0267, 0.0107, 0.0354, 0.041, 0.0341, 0.0274, -0.0175, 0.0103, 0.0122, 0.0209, 0.0218, 0.0361, 0.0381, 0.0341, 0.0341, 0.032, 0.0011, 0.0829, 0.1826, 0.2136, 0.1496, 0.0743, 0.0705, 0.0239, 0.031, -0.0023, -0.0163, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2027038456585547931", "ticker_idx": 0, "ts": "2026-02-26T15:10:03+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$41", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Long CRWD 6/18 400c now worth $41, up from $28 entry; still holding the position.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "und", "tweet_text": "$41 https://t.co/U61pWaLZ4c", "reply_text": null, "parent_text": null, "quoted_text": "$CRWD 6/18 400c $28.\n\nThere's no options liquidity for me at any given strike so I'm doing mostly equity here, but this strike is the best represented that I see.", "parent_author": null, "ret_m1d": -0.046680682917883964, "ret_signed_m1d": -0.046680682917883964, "alpha_spy_m1d": -0.05226618384252635, "alpha_c_m1d": -0.05226618384252635, "bench_spy_m1d": 0.005585500924642384, "bench_c_m1d": 0.005585500924642384, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.0239307136476673, "ret_signed_p1d": -0.0239307136476673, "alpha_spy_p1d": -0.01912877038913996, "alpha_c_p1d": -0.01912877038913996, "bench_spy_p1d": -0.004801943258527341, "bench_c_p1d": -0.004801943258527341, "ret_p1w": 0.1182366749853958, "ret_signed_p1w": 0.1182366749853958, "alpha_spy_p1w": 0.12982808992805805, "alpha_c_p1w": 0.12982808992805805, "bench_spy_p1w": -0.011591414942662248, "bench_c_p1w": -0.011591414942662248, "ret_p1m": -0.030228337304515573, "ret_signed_p1m": -0.030228337304515573, "alpha_spy_p1m": 0.047355058979796305, "alpha_c_p1m": 0.047355058979796305, "bench_spy_p1m": -0.07758339628431188, "bench_c_p1m": -0.07758339628431188, "ret_p3m": 0.7621358620775256, "ret_signed_p3m": 0.7621358620775256, "alpha_spy_p3m": 0.6702456350881947, "alpha_c_p3m": 0.6702456350881947, "bench_spy_p3m": 0.09189022698933091, "bench_c_p3m": 0.09189022698933091, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.030228337304515573, "alpha_spy_stated": 0.047355058979796305, "alpha_c_stated": 0.047355058979796305, "price_path": [0.3228, 0.3554, 0.3754, 0.3464, 0.3436, 0.3518, 0.3592, 0.3633, 0.3583, 0.3245, 0.2791, 0.2819, 0.2333, 0.2523, 0.2629, 0.2678, 0.2565, 0.2519, 0.2519, 0.2626, 0.2488, 0.248, 0.23, 0.23, 0.1902, 0.198, 0.2026, 0.2567, 0.2172, 0.2349, 0.2254, 0.2281, 0.2089, 0.1939, 0.191, 0.191, 0.1617, 0.17, 0.1907, 0.1873, 0.2289, 0.2507, 0.2311, 0.1667, 0.1582, 0.1515, 0.1066, 0.0899, -0.0103, 0.0378, 0.0707, 0.0847, 0.0911, 0.0799, 0.1274, 0.1274, 0.0871, 0.0909, 0.1077, 0.0197, -0.0807, -0.0809, -0.0467, 0.0, -0.0239, 0.0099, 0.0271, 0.0697, 0.1182, 0.1257, 0.1391, 0.1449, 0.1599, 0.1586, 0.1592, 0.1121, 0.1367, 0.1436, 0.1235, 0.0732, 0.0845, 0.0312, 0.0125, 0.0302, -0.0302, -0.0027, 0.0244, 0.032, 0.0473, 0.0473, 0.0459, 0.1105, 0.1192, 0.0356, -0.0055, 0.0555, 0.0456, 0.0789, 0.0973, 0.1124, 0.1366, 0.1798, 0.2246, 0.1687, 0.1759, 0.1929, 0.1939, 0.187, 0.1696, 0.1956, 0.2313, 0.2504, 0.2282, 0.327, 0.3849, 0.4229, 0.4332, 0.4762, 0.5218, 0.5589, 0.6238, 0.6187, 0.7059, 0.7009, 0.7409, 0.7409, 0.7621, 0.6934, 0.7607, 0.9181, 1.0524, 1.0177, 0.9617, 0.8869, 0.7607, 0.7287, 0.6923, 0.6997, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2018852001946464264", "ticker_idx": 0, "ts": "2026-02-04T01:00:00+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA has no focus, piss-poor execution, and rot from the top... trades at a 400 multiple in spite of declining revenues... It's a worthless company.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TSLA: declining revenues, no ROI roadmap, CEO misalignment, 80% profits from corporate welfare, near-zero organic margin — calls it worthless.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "Because we invest in a company and expect the CEO and board of that company to act only in the best interests of shareholders to grow the company - not raid it like a personal piggy bank or consolidate power so that investors can't force course correction.\n\n$TSLA has no focus, piss-poor execution, and rot from the top.  It's a car company whose car sales are in the toilet; plus, they've missed every deadline they've set by themselves by at least half a decade.  The Roadster is a decade late.  Auto-summon (which was supposed to be solved by 2018) still won't work in most parking lots.  They wasted money on getting into solar roofing and executed it like trash. Then they claimed they were an AI company for autonomous driving and ended up last to market and years behind their competition in what will be a commodity priced space.  They get into power delivery - which remains their only interesting vertical to this day - but invest so little into it that it's just waiting for a Chinese company to come eat its lunch.  And now they're sinking tens of billions on robots that are 15 years behind Boston Dynamics and numerous other companies, with pie-in-the-sky delivery dates for something that still can't even effectively walk itself.  \n\nMeanwhile, they've traded at a valuation more than just about every other car company in the world combined and still trade at a 400 multiple in spite of declining revenues and massive capex spend with no roadmap to ROI.\n\nOh, and did I mention in the midst of all of this that Elmo routinely commits fraud by taking $TSLA assets and giving them to his other, privately held companies with no value provided to shareholders for their lost property?  Remember all those $NVDA GPUs Tesla had that he gave to xAI because \"Tesla wasn't using them\"?  And all the while the only thing he's effective at is increasing his pay package in spite of the fact that, for all his \"vision\", he's an absolute shit CEO that all of his top talent flees the moment the golden handcuffs are off.  Him getting cozy w/ MAGA is just icing on top of an already rotten cake.\n\nI had $TSLA since IPO, dumped all my shares last year and never looked back.  It's a company that trades on hopium and retail idiocy, not performance or fundamentals.\n\n\"But Bawnk, that's like, your opinion, man\".\n\nOK, how about this. 80% of profits come from corporate welfare. Remove the corporate welfare and their profit margin is < 1%.  GROCERY STORES do 1.5.  Once again, power delivery is the only bright spot with 21% margins.  Source:  Their own 10-K filing.\n\nTL:DR:  It's a worthless company.\n\nHTH.", "reply_text": null, "parent_text": null, "quoted_text": "@GerberKawasaki Why have so many ex-Tesla investors become haters?", "parent_author": null, "ret_m1d": 0.03928470063745593, "ret_signed_m1d": -0.03928470063745593, "alpha_spy_m1d": -0.03441720117237779, "alpha_c_m1d": -0.031874222799762375, "bench_spy_m1d": 0.00486749946507814, "bench_c_m1d": 0.007410477837693552, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02167438757390938, "ret_signed_p1d": 0.02167438757390938, "alpha_spy_p1d": 0.009185176317707655, "alpha_c_p1d": 0.00010901865534518329, "bench_spy_p1d": -0.012489211256201727, "bench_c_p1d": -0.0215653689185642, "ret_p1w": 0.054826183376357474, "ret_signed_p1w": -0.054826183376357474, "alpha_spy_p1w": -0.04641736265462004, "alpha_c_p1w": -0.07430990947817118, "bench_spy_p1w": 0.008408820721737431, "bench_c_p1w": -0.019483726101813703, "ret_p1m": -0.0011330311115280711, "ret_signed_p1m": 0.0011330311115280711, "alpha_spy_p1m": -0.005978687607046118, "alpha_c_p1m": -0.02842562216493172, "bench_spy_p1m": -0.007111718718574189, "bench_c_p1m": -0.02955865327645979, "ret_p3m": -0.033250411751653774, "ret_signed_p3m": 0.033250411751653774, "alpha_spy_p3m": 0.08248008407263152, "alpha_c_p3m": 0.015402630426567199, "bench_spy_p3m": 0.049229672320977746, "bench_c_p3m": -0.017847781325086576, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.0011330311115280711, "alpha_spy_stated": -0.005978687607046118, "alpha_c_stated": -0.02842562216493172, "price_path": [0.0579, 0.0966, 0.0828, 0.0606, -0.0099, -0.0041, 0.0072, -0.0117, -0.005, -0.0266, -0.0367, 0.029, 0.033, 0.0507, 0.0507, 0.0595, 0.0594, 0.0572, 0.1003, 0.1195, 0.1207, 0.0827, 0.0965, 0.1119, 0.1007, 0.1304, 0.1707, 0.2066, 0.1509, 0.1905, 0.1852, 0.2037, 0.1959, 0.1955, 0.1955, 0.1704, 0.1321, 0.1193, 0.1077, 0.1077, 0.079, 0.1125, 0.0664, 0.0626, 0.0734, 0.0961, 0.1058, 0.1015, 0.0817, 0.0802, 0.0776, 0.0776, 0.0326, 0.0626, 0.1068, 0.106, 0.0719, 0.0613, 0.0627, 0.026, 0.0601, 0.0389, 0.0393, 0.0, -0.0217, 0.0126, 0.0279, 0.0473, 0.0548, 0.0272, 0.0282, 0.0282, 0.0114, 0.0131, 0.014, 0.0143, -0.0152, 0.0083, 0.0281, 0.0063, -0.0086, -0.0066, -0.0334, -0.0002, -0.0011, -0.0229, -0.0181, -0.0167, 0.0045, -0.0271, -0.0365, -0.0257, -0.0166, -0.0326, -0.0633, -0.0937, -0.062, -0.0566, -0.0494, -0.0835, -0.1088, -0.1249, -0.0844, -0.061, -0.1119, -0.1119, -0.131, -0.1462, -0.1546, -0.1487, -0.1405, -0.132, -0.103, -0.0346, -0.0421, -0.0133, -0.0333, -0.0483, -0.0456, -0.0795, -0.0732, -0.0673, -0.0739, -0.0818, -0.06, -0.0374, -0.0333, -0.041, -0.0179, 0.0142, 0.055, 0.096, 0.0676, 0.0967, 0.0918, 0.04, 0.0098, -0.0047, 0.0277, 0.0292, 0.0493, 0.0493, 0.0679, 0.0846, 0.0889, 0.0733, 0.0243, 0.0437, 0.0436, 0.0306, -0.037, 0.0072, -0.023, -0.0601, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2042959234590216612", "ticker_idx": 0, "ts": "2026-04-11T13:33:32+00:00", "symbol": "PYPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I bought $PYPL as well. From a technical perspective, it was at a great spot.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Discloses a long position in PYPL, entered at a technically favorable level.", "resolved_tickers": ["PYPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLF", "bench_c_reason": "industry='Credit Services'", "bench_c_industry": "Credit Services", "unit_kind": "reply_other", "lang": "en", "tweet_text": "@CollinsWarRoom Madoff didn't take actual trades.  Byron did.\n\nAnd I bought $PYPL as well.  From a technical perspective, it was at a great spot.\n\nYou're really bad at this.", "reply_text": null, "parent_text": "Byron Madoff strikes again!!", "quoted_text": null, "parent_author": "CollinsWarRoom", "ret_m1d": -0.04777935643020792, "ret_signed_m1d": -0.04777935643020792, "alpha_spy_m1d": -0.03810153417462392, "alpha_c_m1d": -0.03055133877095073, "bench_spy_m1d": -0.009677822255584001, "bench_c_m1d": -0.01722801765925719, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.00968224940812612, "ret_signed_p1d": 0.00968224940812612, "alpha_spy_p1d": -0.0025026313442439996, "alpha_c_p1d": 0.007359389705470232, "bench_spy_p1d": 0.01218488075237012, "bench_c_p1d": 0.0023228597026558884, "ret_p1w": 0.08314041899889801, "ret_signed_p1w": 0.08314041899889801, "alpha_spy_p1w": 0.05017146997966826, "alpha_c_p1w": 0.06436377897628454, "bench_spy_p1w": 0.032968949019229754, "bench_c_p1w": 0.018776640022613478, "ret_p1m": -0.043569759829205856, "ret_signed_p1m": -0.043569759829205856, "alpha_spy_p1m": -0.1194770895815015, "alpha_c_p1m": -0.04202121130822811, "bench_spy_p1m": 0.07590732975229564, "bench_c_p1m": -0.0015485485209777439, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.043569759829205856, "alpha_spy_stated": -0.1194770895815015, "alpha_c_stated": -0.04202121130822811, "price_path": [0.21, 0.1907, 0.1938, 0.1938, 0.1558, 0.1728, 0.1993, 0.1882, 0.1877, 0.1649, 0.1349, 0.1145, 0.1057, 0.0981, -0.1249, -0.139, -0.1627, -0.1518, -0.1365, -0.1293, -0.151, -0.1799, -0.1545, -0.1545, -0.1436, -0.1302, -0.1243, -0.126, -0.0756, -0.0133, -0.007, -0.0446, -0.0303, -0.0425, -0.0267, -0.016, 0.0027, -0.0114, -0.0284, -0.0524, -0.0408, -0.0663, -0.0549, -0.044, -0.029, -0.0615, -0.0699, -0.0737, -0.0425, -0.0695, -0.056, -0.0486, -0.0825, -0.0598, -0.048, -0.0606, -0.0457, -0.0457, -0.0427, -0.0556, -0.0349, -0.0322, -0.0478, 0.0, 0.0097, 0.0434, 0.0484, 0.0695, 0.0831, 0.0709, 0.0781, 0.0471, 0.0625, 0.0476, 0.0448, 0.0722, 0.0554, 0.0617, 0.0606, -0.0215, -0.0261, -0.0272, -0.045, -0.0514, -0.0436, -0.048, -0.052, -0.0652, -0.0658, -0.0775, -0.066, -0.0676, -0.069, -0.069, -0.0705, -0.0789, -0.0642, -0.0581, -0.0488, -0.0627, -0.1031, -0.0972, -0.1281, -0.1287, -0.1245, -0.1405, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019878767339139097", "ticker_idx": 0, "ts": "2026-02-06T21:00:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": true, "quote": "If you like it at 40% off, you're going to love it at 75% off.", "tweet_type": "sarcasm", "timeline": "unspecified", "summary": "Sarcastic counter to bullish Bitcoin dip-buying; implies further 75% downside ahead.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "If you like it at 40% off, you're going to love it at 75% off.", "reply_text": null, "parent_text": null, "quoted_text": "Bitcoin is the greatest asset ever and you can buy it today 40 percent off. \n\nHurry up, sale ends soon.", "parent_author": null, "ret_m1d": -0.11130677470825778, "ret_signed_m1d": 0.11130677470825778, "alpha_spy_m1d": 0.10650808110013954, "alpha_c_m1d": null, "bench_spy_m1d": -0.004798693608118243, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.006159832312600089, "ret_signed_p1d": 0.006159832312600089, "alpha_spy_p1d": 0.003522671880519246, "alpha_c_p1d": null, "bench_spy_p1d": -0.002637160432080843, "bench_c_p1d": null, "ret_p1w": -0.02405977573028284, "ret_signed_p1w": 0.02405977573028284, "alpha_spy_p1w": 0.006479205945939648, "alpha_c_p1w": null, "bench_spy_p1w": -0.017580569784343192, "bench_c_p1w": null, "ret_p1m": -0.03051514269041722, "ret_signed_p1m": 0.03051514269041722, "alpha_spy_p1m": 0.006349080075363389, "alpha_c_p1m": null, "bench_spy_p1m": -0.02416606261505383, "bench_c_p1m": null, "ret_p3m": 0.154093691902085, "ret_signed_p3m": -0.154093691902085, "alpha_spy_p3m": -0.09698878817890155, "alpha_c_p3m": null, "bench_spy_p3m": 0.05710490372318344, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03051514269041722, "alpha_spy_stated": 0.006349080075363389, "alpha_c_stated": null, "price_path": [0.4598, 0.4409, 0.413, 0.3379, 0.3053, 0.3174, 0.2964, 0.2279, 0.206, 0.2511, 0.2379, 0.2829, 0.2938, 0.2886, 0.2235, 0.2947, 0.3256, 0.3059, 0.2669, 0.2847, 0.3137, 0.3042, 0.3112, 0.2794, 0.2249, 0.245, 0.2209, 0.2113, 0.2487, 0.2542, 0.2389, 0.2417, 0.2364, 0.2373, 0.235, 0.2533, 0.2403, 0.2576, 0.2748, 0.3306, 0.3284, 0.2941, 0.2902, 0.2829, 0.2925, 0.351, 0.3738, 0.3543, 0.3539, 0.3118, 0.2517, 0.2668, 0.268, 0.2686, 0.251, 0.2629, 0.264, 0.1985, 0.1924, 0.1153, 0.072, 0.0349, -0.1113, 0.0, -0.0062, -0.025, -0.0505, -0.0614, -0.0241, -0.0243, -0.0434, -0.0585, -0.051, -0.0361, -0.0842, -0.0918, -0.0368, -0.044, -0.0662, -0.0252, -0.0321, 0.0305, 0.004, -0.0343, -0.0305, -0.0089, -0.005, -0.0009, 0.0059, 0.061, 0.0477, 0.0098, -0.0091, -0.0005, 0.0051, -0.0005, 0.0107, -0.025, -0.0598, -0.0548, -0.0329, -0.0351, -0.052, -0.0514, -0.024, 0.0196, 0.008, 0.0172, 0.0344, 0.0557, 0.0514, 0.0602, 0.0652, 0.0931, 0.0754, 0.0822, 0.1084, 0.1093, 0.0978, 0.0965, 0.0821, 0.074, 0.0815, 0.1081, 0.1314, 0.147, 0.1541, 0.134, 0.1365, 0.1584, 0.1406, 0.1236, 0.1488, 0.1206, 0.0907, 0.0878, 0.0978, 0.099, 0.0699, 0.0953, 0.0747, 0.0537, 0.0423, 0.0399, 0.0108, -0.0546, -0.0927, -0.0957, -0.1365, -0.1058, -0.1263, -0.13, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2024967302442352678", "ticker_idx": 0, "ts": "2026-02-20T22:00:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$TSLA is a $131 company and falling", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TSLA with $131 price target; Musk's Optimus billion-unit projection is arithmetically impossible and historically unprecedented.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I know I made fun of this a couple of nights ago at a high level, but I want to come back to this and explain just HOW pants-on-head stupid what Elmo is saying here with a drill-down.\n\nAt a unit cost of 30k, that crosses over into what's referred to as \"luxury durables\".  In the history of the world, there has never been a product that has eclipsed 10 million units/year.  Yet Elmo is positing a theory he's going to 100x that in spite of him having no market edge and being years behind his competition and all of recorded human history working against him.  There's not even a CAR out there that moves 100 million, let alone a billion.  Matter of fact, the GLOBAL auto sales are 85 million - TOTAL.\n\nHell, it took almost a DECADE for $AAPL to sell its billionth iPhone, and that was a $500 product when it released in 2007, a far cry from 30 grand.\n\nAlso, if you're selling \"a billion\" robots per year, that's 1,903 PER MINUTE you would have to produce just to keep up with demand - and that's assuming a 0% failure rate of product. As electronics fail at about 5%, that is 2,003 per minute he's saying he'll magically come up with a way to create.\n\nSure, Elmo, Sure.  Just more dumb fuck commentary from a guy who never does his own math, just sets arbitrary deadlines and blames others when it turns out they aren't real.  Tell us some more lies about $TSLA robotaxis and features, they're more believable than this horseshit.\n\nWhen I was running my VC, the WORST pitches I ever got (aside from the obvious grifter pitches) were the ones who played the \"by X date Y industry will be Z dollars and if we can just capture N1% of that we'll be worth R1% dollars.\"  They're awful, and there's not a VC, PE, or Angel group out there who goes for those.  Yet here we have the richest guy since Mansa Musa desperately using it as he trips out on Special-K.\n\nTL:DR:  $TSLA is a $131 company and falling.", "reply_text": null, "parent_text": null, "quoted_text": "Elon Musk today on @Tesla's Optimus robot: \n\n\"Hypothetically, if Tesla were making a billion of these a year at scale — maybe it would be $30,000 each, I'm just guessing — that’s $30 trillion in revenue.\"\n\nvia @theXtakeover https://t.co/keZdOcz0Xz", "parent_author": null, "ret_m1d": 0.029987797700576024, "ret_signed_m1d": -0.029987797700576024, "alpha_spy_m1d": -0.01967113631351247, "alpha_c_m1d": -0.00859467949154813, "bench_spy_m1d": 0.010316661387063553, "bench_c_m1d": 0.021393118209027895, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.023885197787236967, "ret_signed_p1d": -0.023885197787236967, "alpha_spy_p1d": -0.016616744856841947, "alpha_c_p1d": -0.008666492892933864, "bench_spy_p1d": 0.00726845293039502, "bench_c_p1d": 0.015218704894303103, "ret_p1w": 0.00872876189670757, "ret_signed_p1w": -0.00872876189670757, "alpha_spy_p1w": -0.002881676183815962, "alpha_c_p1w": -0.004989304135368133, "bench_spy_p1w": 0.005847085712891609, "bench_c_p1w": 0.0037394577613394375, "ret_p1m": -0.042017828470032215, "ret_signed_p1m": 0.042017828470032215, "alpha_spy_p1m": 0.0018264461455694825, "alpha_c_p1m": -0.002244033827533798, "bench_spy_p1m": -0.04019138232446273, "bench_c_p1m": -0.04426186229756601, "ret_p3m": 0.04506920475308829, "ret_signed_p3m": -0.04506920475308829, "alpha_spy_p3m": 0.04631301208469618, "alpha_c_p3m": -0.01073191707126031, "bench_spy_p3m": 0.09138221683778447, "bench_c_p3m": 0.03433728768182798, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.042017828470032215, "alpha_spy_stated": 0.0018264461455694825, "alpha_c_stated": -0.002244033827533798, "price_path": [0.0669, 0.0669, 0.0759, 0.0758, 0.0736, 0.1173, 0.1368, 0.138, 0.0994, 0.1134, 0.1291, 0.1177, 0.1479, 0.1888, 0.2252, 0.1686, 0.2089, 0.2035, 0.2223, 0.2144, 0.214, 0.214, 0.1885, 0.1496, 0.1366, 0.1248, 0.1248, 0.0956, 0.1297, 0.0829, 0.079, 0.09, 0.113, 0.1229, 0.1185, 0.0985, 0.0969, 0.0942, 0.0942, 0.0486, 0.0791, 0.1239, 0.1231, 0.0885, 0.0777, 0.0791, 0.0418, 0.0765, 0.055, 0.0553, 0.0155, -0.0066, 0.0282, 0.0437, 0.0635, 0.0711, 0.0431, 0.044, 0.044, 0.027, 0.0287, 0.0297, 0.03, 0.0, 0.0239, 0.0439, 0.0219, 0.0067, 0.0087, -0.0185, 0.0153, 0.0143, -0.0078, -0.0029, -0.0015, 0.02, -0.0121, -0.0216, -0.0107, -0.0014, -0.0176, -0.0488, -0.0797, -0.0475, -0.042, -0.0347, -0.0693, -0.095, -0.1114, -0.0702, -0.0464, -0.0981, -0.0981, -0.1176, -0.133, -0.1415, -0.1356, -0.1273, -0.1186, -0.0891, -0.0197, -0.0273, 0.002, -0.0183, -0.0335, -0.0308, -0.0653, -0.0589, -0.0529, -0.0596, -0.0676, -0.0455, -0.0225, -0.0183, -0.0262, -0.0028, 0.0299, 0.0713, 0.113, 0.0841, 0.1136, 0.1087, 0.056, 0.0254, 0.0107, 0.0436, 0.0451, 0.0655, 0.0655, 0.0844, 0.1014, 0.1057, 0.0899, 0.0401, 0.0598, 0.0597, 0.0466, -0.0221, 0.0228, -0.0079, -0.0456, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039792790151012494", "ticker_idx": 0, "ts": "2026-04-02T19:51:13+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Trimming even more $TSLA shorts here; May fully closed out, June to runners", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Closing TSLA short positions (May fully out, June to runners); trimming shorts implies bullish shift.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "Trimming even more $TSLA shorts here; May fully closed out, June to runners", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.057322758916377614, "ret_signed_m1d": 0.057322758916377614, "alpha_spy_m1d": 0.05822242321976967, "alpha_c_m1d": 0.0420661569505969, "bench_spy_m1d": -0.0008996643033920559, "bench_c_m1d": 0.015256601965780714, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": -0.04151529818557553, "ret_signed_p1w": -0.04151529818557553, "alpha_spy_p1w": -0.07823206232750834, "alpha_c_p1w": -0.08395631781692803, "bench_spy_p1w": 0.03671676414193281, "bench_c_p1w": 0.042441019631352495, "ret_p1m": 0.08383485757602971, "ret_signed_p1m": 0.08383485757602971, "alpha_spy_p1m": -0.015001739766447475, "alpha_c_p1m": -0.013067551852335768, "bench_spy_p1m": 0.09883659734247718, "bench_c_p1m": 0.09690240942836548, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.08383485757602971, "alpha_spy_stated": -0.015001739766447475, "alpha_c_stated": -0.013067551852335768, "price_path": [0.2526, 0.2007, 0.1964, 0.2086, 0.2341, 0.2451, 0.2402, 0.218, 0.2163, 0.2133, 0.2133, 0.1627, 0.1965, 0.2462, 0.2453, 0.2069, 0.195, 0.1965, 0.1552, 0.1936, 0.1698, 0.1702, 0.126, 0.1016, 0.1401, 0.1573, 0.1792, 0.1877, 0.1566, 0.1577, 0.1577, 0.1388, 0.1407, 0.1418, 0.1421, 0.1088, 0.1353, 0.1575, 0.1331, 0.1163, 0.1185, 0.0883, 0.1258, 0.1247, 0.1002, 0.1056, 0.1072, 0.131, 0.0955, 0.0849, 0.097, 0.1073, 0.0893, 0.0547, 0.0204, 0.0562, 0.0622, 0.0703, 0.0319, 0.0034, -0.0147, 0.0309, 0.0573, 0.0, 0.0, -0.0215, -0.0387, -0.0481, -0.0415, -0.0323, -0.0227, 0.01, 0.087, 0.0785, 0.111, 0.0885, 0.0716, 0.0747, 0.0364, 0.0436, 0.0501, 0.0428, 0.0339, 0.0583, 0.0838, 0.0885, 0.0798, 0.1058, 0.142, 0.1879, 0.2341, 0.2021, 0.2348, 0.2294, 0.171, 0.137, 0.1207, 0.1572, 0.1588, 0.1814, 0.1814, 0.2024, 0.2212, 0.226, 0.2085, 0.1533, 0.1751, 0.175, 0.1605, 0.0843, 0.1341, 0.1001, 0.0582, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2016234600784146902", "ticker_idx": 0, "ts": "2026-01-27T19:39:23+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I've been trimming these aggressively for the last hour or so. At this exact moment they're just under $15", "tweet_type": "position_disclosure", "timeline": "intraday", "summary": "Still holding MSFT 4/17 510c after trimming aggressively; originally paid ~$11, now ~$15.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "I've been trimming these aggressively for the last hour or so.  At this exact moment they're just under $15", "reply_text": null, "parent_text": null, "quoted_text": "$MSFT 4/17 510c.  I paid just under 11, I think it's probably right around that same level right now, I can't check.  \n\nI went heavy.", "parent_author": null, "ret_m1d": -0.02143237069780146, "ret_signed_m1d": -0.02143237069780146, "alpha_spy_m1d": -0.017463917336874246, "alpha_c_m1d": -0.017463917336874246, "bench_spy_m1d": -0.0039684533609272155, "bench_c_m1d": -0.0039684533609272155, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0021849328991829786, "ret_signed_p1d": 0.0021849328991829786, "alpha_spy_p1d": 0.0022856028028328534, "alpha_c_p1d": 0.0022856028028328534, "bench_spy_p1d": -0.00010066990364987483, "bench_c_p1d": -0.00010066990364987483, "ret_p1w": -0.14434640719023117, "ret_signed_p1w": -0.14434640719023117, "alpha_spy_p1w": -0.1357769696401987, "alpha_c_p1w": -0.1357769696401987, "bench_spy_p1w": -0.008569437550032477, "bench_c_p1w": -0.008569437550032477, "ret_p1m": -0.16452126943357648, "ret_signed_p1m": -0.16452126943357648, "alpha_spy_p1m": -0.16115683549454884, "alpha_c_p1m": -0.16115683549454884, "bench_spy_p1m": -0.0033644339390276334, "bench_c_p1m": -0.0033644339390276334, "ret_p3m": -0.11442593415528823, "ret_signed_p3m": -0.11442593415528823, "alpha_spy_p3m": -0.14375748335510763, "alpha_c_p3m": -0.14375748335510763, "bench_spy_p3m": 0.029331549199819396, "bench_c_p3m": 0.029331549199819396, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.0021849328991829786, "alpha_spy_stated": 0.0022856028028328534, "alpha_c_stated": 0.0022856028028328534, "price_path": [0.092, 0.0755, 0.0738, 0.0682, 0.0533, 0.0324, 0.0319, 0.0509, 0.0565, 0.0616, 0.0453, 0.0596, 0.054, 0.0256, 0.0117, -0.0045, -0.0176, -0.0137, -0.0075, 0.0102, 0.0102, 0.0238, 0.0128, 0.0196, -0.0059, 0.0005, 0.0054, 0.0217, 0.0238, -0.0042, 0.006, -0.0043, -0.012, -0.0087, -0.0093, 0.0071, 0.0111, 0.009, 0.013, 0.0155, 0.0155, 0.0148, 0.0136, 0.0144, 0.0063, 0.0063, -0.0159, -0.0161, -0.0043, 0.006, -0.0051, -0.0027, -0.0071, -0.0206, -0.0441, -0.0498, -0.0431, -0.0431, -0.0542, -0.0759, -0.0613, -0.0304, -0.0214, 0.0, 0.0022, -0.098, -0.1046, -0.119, -0.1443, -0.1381, -0.1808, -0.1653, -0.1394, -0.1401, -0.1586, -0.1638, -0.1649, -0.1649, -0.1742, -0.1685, -0.169, -0.1715, -0.1982, -0.1887, -0.1645, -0.1622, -0.1809, -0.1688, -0.1576, -0.1549, -0.1435, -0.1471, -0.1461, -0.1538, -0.1556, -0.1619, -0.1751, -0.1659, -0.167, -0.1829, -0.1887, -0.2036, -0.2012, -0.2226, -0.2262, -0.2367, -0.2559, -0.2514, -0.228, -0.2297, -0.2211, -0.2211, -0.2223, -0.2236, -0.2193, -0.2219, -0.2265, -0.1984, -0.1801, -0.1424, -0.1235, -0.1182, -0.1281, -0.1154, -0.0971, -0.1329, -0.1144, -0.114, -0.1048, -0.1148, -0.1495, -0.1357, -0.1374, -0.142, -0.1367, -0.1225, -0.1342, -0.1394, -0.1496, -0.1549, -0.1461, -0.1201, -0.1167, -0.1294, -0.1219, -0.1241, -0.1252, -0.1252, -0.1305, -0.1375, -0.1076, -0.059, -0.0375, -0.0776, -0.1068, -0.1053, -0.1291, -0.1394, -0.1568, -0.1695, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2026320208701407340", "ticker_idx": 0, "ts": "2026-02-24T15:35:59+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Total position size 100 contracts. Average price is down slightly to $27.12.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Holds 100 contracts of CRWD 6/18 400c at avg $27.12; suggests trimming to lower cost basis but maintains long position.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "quote", "lang": "en", "tweet_text": "Total position size 100 contracts.  Average price is down slightly to $27.12.\n\nCurrent value $31.  Those who actually care about the money have a decent opportunity to lower your cost basis on this going forward by taking a quick trim.", "reply_text": null, "parent_text": null, "quoted_text": "$CRWD 6/18 400c $28.\n\nThere's no options liquidity for me at any given strike so I'm doing mostly equity here, but this strike is the best represented that I see.", "parent_author": null, "ret_m1d": 0.00022836994222874551, "ret_signed_m1d": 0.00022836994222874551, "alpha_spy_m1d": 0.007444373689044492, "alpha_c_m1d": 0.007444373689044492, "bench_spy_m1d": -0.007216003746815747, "bench_c_m1d": -0.007216003746815747, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.03728764470690571, "ret_signed_p1d": 0.03728764470690571, "alpha_spy_p1d": 0.0288492957633244, "alpha_c_p1d": 0.0288492957633244, "bench_spy_p1d": 0.008438348943581309, "bench_c_p1d": 0.008438348943581309, "ret_p1w": 0.11754464932971986, "ret_signed_p1w": 0.11754464932971986, "alpha_spy_p1w": 0.12775766043215453, "alpha_c_p1w": 0.12775766043215453, "bench_spy_p1w": -0.010213011102434666, "bench_c_p1w": -0.010213011102434666, "ret_p1m": 0.10167019372323338, "ret_signed_p1m": 0.10167019372323338, "alpha_spy_p1m": 0.14347737339853905, "alpha_c_p1m": 0.14347737339853905, "bench_spy_p1m": -0.04180717967530567, "bench_c_p1m": -0.04180717967530567, "ret_p3m": 0.8942470291867417, "ret_signed_p3m": 0.8942470291867417, "alpha_spy_p3m": 0.8064803646273622, "alpha_c_p3m": 0.8064803646273622, "bench_spy_p3m": 0.08776666455937954, "bench_c_p3m": 0.08776666455937954, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10167019372323338, "alpha_spy_stated": 0.14347737339853905, "alpha_c_stated": 0.14347737339853905, "price_path": [0.4319, 0.4537, 0.4393, 0.4748, 0.4966, 0.465, 0.4619, 0.4709, 0.4789, 0.4833, 0.4779, 0.4412, 0.3918, 0.3948, 0.342, 0.3626, 0.3741, 0.3794, 0.3671, 0.3622, 0.3622, 0.3738, 0.3588, 0.358, 0.3384, 0.3384, 0.295, 0.3035, 0.3086, 0.3673, 0.3244, 0.3436, 0.3333, 0.3362, 0.3153, 0.2991, 0.2959, 0.2959, 0.264, 0.273, 0.2956, 0.2919, 0.3371, 0.3609, 0.3396, 0.2694, 0.2603, 0.253, 0.2041, 0.1859, 0.0768, 0.1292, 0.165, 0.1803, 0.1872, 0.175, 0.2267, 0.2267, 0.1828, 0.187, 0.2053, 0.1095, 0.0002, 0.0, 0.0373, 0.0881, 0.062, 0.0988, 0.1175, 0.164, 0.2167, 0.2248, 0.2395, 0.2458, 0.262, 0.2606, 0.2613, 0.2101, 0.2368, 0.2443, 0.2225, 0.1677, 0.18, 0.122, 0.1017, 0.121, 0.0552, 0.0851, 0.1147, 0.1229, 0.1395, 0.1395, 0.1381, 0.2084, 0.2177, 0.1269, 0.0821, 0.1484, 0.1377, 0.1739, 0.194, 0.2104, 0.2367, 0.2837, 0.3324, 0.2716, 0.2795, 0.298, 0.299, 0.2916, 0.2727, 0.3009, 0.3397, 0.3605, 0.3364, 0.4439, 0.5068, 0.5482, 0.5594, 0.6062, 0.6558, 0.6962, 0.7668, 0.7613, 0.8561, 0.8508, 0.8942, 0.8942, 0.9173, 0.8426, 0.9158, 1.0871, 1.2332, 1.1954, 1.1345, 1.0531, 0.9158, 0.8809, 0.8413, 0.8494, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039372219705627063", "ticker_idx": 0, "ts": "2026-04-01T16:00:01+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "how wildly underpriced $MSFT is right now", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bullish MSFT; author argues it is wildly underpriced and urges buying into AI-related strength.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "There are 3 types of people in the world:\n\n1)  Those who will read this headline, identify \"this is bullish as fuck\" and start loading the truck\n\n2)  Those who will decry \"the AI bubble is going to pop\" without looking at the underlying fundamentals and how wildly underpriced $MSFT is right now, who will avoid it and then cry about it later\n\n3)  The 60% of the population that have no assets in the markets who will do nothing with this and will deploy what capital they have on the new Trump 250th anniversary coins.\n\nChoose wisely, western man", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0021658710456375907, "ret_signed_m1d": 0.0021658710456375907, "alpha_spy_m1d": 0.009643991203037605, "alpha_c_m1d": 0.009643991203037605, "bench_spy_m1d": -0.0074781201574000145, "bench_c_m1d": -0.0074781201574000145, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.011072868751592857, "ret_signed_p1d": 0.011072868751592857, "alpha_spy_p1d": 0.010172394323501699, "alpha_c_p1d": 0.010172394323501699, "bench_spy_p1d": 0.0009004744280911581, "bench_c_p1d": 0.0009004744280911581, "ret_p1w": 0.013428268003647714, "ret_signed_p1w": 0.013428268003647714, "alpha_spy_p1w": -0.01827007129310476, "alpha_c_p1w": -0.01827007129310476, "bench_spy_p1w": 0.031698339296752476, "bench_c_p1w": 0.031698339296752476, "ret_p1m": 0.1039878920538746, "ret_signed_p1m": 0.1039878920538746, "alpha_spy_p1m": 0.007198953870368285, "alpha_c_p1m": 0.007198953870368285, "bench_spy_p1m": 0.09678893818350631, "bench_c_p1m": 0.09678893818350631, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.1039878920538746, "alpha_spy_stated": 0.007198953870368285, "alpha_c_stated": 0.007198953870368285, "price_path": [0.2775, 0.2772, 0.2925, 0.3059, 0.2914, 0.2946, 0.2889, 0.2713, 0.2409, 0.2335, 0.2421, 0.2421, 0.2277, 0.1996, 0.2186, 0.2586, 0.2703, 0.2981, 0.301, 0.1709, 0.1623, 0.1436, 0.1107, 0.1188, 0.0634, 0.0835, 0.1172, 0.1163, 0.0923, 0.0854, 0.084, 0.084, 0.072, 0.0794, 0.0788, 0.0754, 0.0409, 0.0531, 0.0845, 0.0876, 0.0633, 0.079, 0.0936, 0.097, 0.1118, 0.1072, 0.1084, 0.0985, 0.0961, 0.088, 0.0709, 0.0828, 0.0813, 0.0607, 0.0532, 0.0338, 0.0369, 0.0091, 0.0045, -0.0092, -0.0341, -0.0282, 0.0022, 0.0, 0.0111, 0.0111, 0.0095, 0.0079, 0.0134, 0.01, 0.0041, 0.0406, 0.0643, 0.1133, 0.1378, 0.1446, 0.1318, 0.1483, 0.172, 0.1256, 0.1496, 0.1501, 0.1621, 0.1491, 0.104, 0.122, 0.1198, 0.1137, 0.1207, 0.1392, 0.1239, 0.1172, 0.104, 0.097, 0.1085, 0.1423, 0.1467, 0.1301, 0.1399, 0.1371, 0.1357, 0.1357, 0.1288, 0.1196, 0.1585, 0.2216, 0.2495, 0.1974, 0.1594, 0.1614, 0.1305, 0.1171, 0.0945, 0.0781, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2019425793072300095", "ticker_idx": 0, "ts": "2026-02-05T15:00:02+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "All signs point to it getting much worse", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish BTC; claims to have predicted the decline and asserts further downside ahead.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "quote", "lang": "en", "tweet_text": "Hate to break it to you, but I know exactly why it's falling.  And I told everybody almost a year ago this was going to happen.\n\nThe problem with you Bitcoin Bros and Bitcoin Hos is you get so defensive any time someone tries to educate your dumb asses that all you do is scream HODL! and sperge out like a cracked squirrel.\n\nAnd I've got news for you:  All signs point to it getting much worse.", "reply_text": null, "parent_text": null, "quoted_text": "Bitcoin actually tagged $73,000 today, which is borderline insane. What’s remarkable is no one actually knows what’s happening and why price is going down. It’s all predicated on some BS glitch narrative from 3 months ago and the 4 year cycle which means absolutely nothing. https://t.co/jCyvjxogWF", "parent_author": null, "ret_m1d": 0.16454960606444025, "ret_signed_m1d": -0.16454960606444025, "alpha_spy_m1d": -0.151902441700708, "alpha_c_m1d": null, "bench_spy_m1d": 0.012647164363732255, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": 0.1252476912623226, "ret_signed_p1d": -0.1252476912623226, "alpha_spy_p1d": -0.10606297942137122, "alpha_c_p1d": null, "bench_spy_p1d": 0.019184711840951385, "bench_c_p1d": null, "ret_p1w": 0.05613442333374885, "ret_signed_p1w": -0.05613442333374885, "alpha_spy_p1w": -0.05074789895656262, "alpha_c_p1w": null, "bench_spy_p1w": 0.00538652437718623, "bench_c_p1w": null, "ret_p1m": 0.08667005944590289, "ret_signed_p1m": -0.08667005944590289, "alpha_spy_p1m": -0.09440306688483224, "alpha_c_p1m": null, "bench_spy_p1m": -0.007733007438929351, "bench_c_p1m": null, "ret_p3m": 0.29065944701187174, "ret_signed_p3m": -0.29065944701187174, "alpha_spy_p3m": -0.21963642645955228, "alpha_c_p3m": null, "bench_spy_p3m": 0.07102302055231946, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08667005944590289, "alpha_spy_stated": -0.09440306688483224, "alpha_c_stated": null, "price_path": [0.6905, 0.6426, 0.6214, 0.59, 0.5055, 0.4688, 0.4824, 0.4587, 0.3816, 0.3571, 0.4078, 0.393, 0.4436, 0.4559, 0.45, 0.3767, 0.4569, 0.4916, 0.4695, 0.4256, 0.4456, 0.4783, 0.4676, 0.4754, 0.4397, 0.3783, 0.401, 0.3739, 0.363, 0.4051, 0.4113, 0.3941, 0.3973, 0.3913, 0.3923, 0.3897, 0.4103, 0.3956, 0.4151, 0.4345, 0.4973, 0.4948, 0.4562, 0.4517, 0.4435, 0.4544, 0.5202, 0.5459, 0.5239, 0.5235, 0.4761, 0.4084, 0.4254, 0.4268, 0.4274, 0.4077, 0.421, 0.4224, 0.3486, 0.3417, 0.255, 0.2062, 0.1645, 0.0, 0.1252, 0.1183, 0.0972, 0.0684, 0.0561, 0.0982, 0.0979, 0.0764, 0.0594, 0.0679, 0.0846, 0.0305, 0.022, 0.0839, 0.0758, 0.0507, 0.0969, 0.0892, 0.1596, 0.1298, 0.0867, 0.0909, 0.1152, 0.1197, 0.1243, 0.1318, 0.1939, 0.1789, 0.1363, 0.115, 0.1247, 0.131, 0.1246, 0.1373, 0.0971, 0.058, 0.0636, 0.0882, 0.0857, 0.0668, 0.0674, 0.0982, 0.1473, 0.1343, 0.1446, 0.1639, 0.1879, 0.1831, 0.193, 0.1986, 0.2301, 0.21, 0.2177, 0.2472, 0.2483, 0.2353, 0.2339, 0.2177, 0.2085, 0.2169, 0.2468, 0.2731, 0.2907, 0.2986, 0.276, 0.2789, 0.3034, 0.2835, 0.2643, 0.2926, 0.261, 0.2273, 0.2241, 0.2353, 0.2366, 0.2039, 0.2325, 0.2093, 0.1857, 0.1728, 0.1702, 0.1374, 0.0638, 0.0209, 0.0175, -0.0284, 0.0062, -0.0169, -0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2044410708776075406", "ticker_idx": 0, "ts": "2026-04-15T13:41:10+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "You should absolutely take some of your gains from this trade and BUY $NOW shares. Congratulations, you now own $NOW forever, for FREE", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Strongly recommends converting option gains into long NOW shares, holding forever; bullish on ServiceNow.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "Going to runners here at $6.50\n\nYou should absolutely take some of your gains from this trade and BUY $NOW shares.  Congratulations, you now own $NOW forever, for FREE", "reply_text": null, "parent_text": null, "quoted_text": "$NOW 6/18 100c $3.40\n\nI went in light ( &lt; 200 contracts) just because there's no telling when this irrational fear that AI is going to replace enterprise software will subside.", "parent_author": null, "ret_m1d": -0.06794777959433884, "ret_signed_m1d": -0.06794777959433884, "alpha_spy_m1d": -0.06011856501932422, "alpha_c_m1d": -0.06011856501932422, "bench_spy_m1d": -0.00782921457501462, "bench_c_m1d": -0.00782921457501462, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02388788556831911, "ret_signed_p1d": 0.02388788556831911, "alpha_spy_p1d": 0.021430573945714793, "alpha_c_p1d": 0.021430573945714793, "bench_spy_p1d": 0.002457311622604319, "bench_c_p1d": 0.002457311622604319, "ret_p1w": 0.0942774925496157, "ret_signed_p1w": 0.0942774925496157, "alpha_spy_p1w": 0.07817608458330438, "alpha_c_p1w": 0.07817608458330438, "bench_spy_p1w": 0.01610140796631132, "bench_c_p1w": 0.01610140796631132, "ret_p1m": -0.03917615825205789, "ret_signed_p1m": -0.03917615825205789, "alpha_spy_p1m": -0.10808203632806845, "alpha_c_p1m": -0.10808203632806845, "bench_spy_p1m": 0.06890587807601056, "bench_c_p1m": 0.06890587807601056, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.03917615825205789, "alpha_spy_stated": -0.10808203632806845, "alpha_c_stated": -0.10808203632806845, "price_path": [0.3516, 0.3516, 0.3314, 0.3303, 0.3649, 0.4132, 0.4475, 0.3993, 0.3762, 0.2393, 0.2423, 0.2528, 0.1654, 0.1792, 0.0896, 0.0695, 0.1028, 0.1305, 0.0678, 0.0966, 0.1369, 0.1369, 0.1244, 0.1446, 0.1399, 0.107, 0.0702, 0.0881, 0.1066, 0.1604, 0.1467, 0.1617, 0.2017, 0.2088, 0.2781, 0.3201, 0.2945, 0.238, 0.2276, 0.1994, 0.2063, 0.2197, 0.2392, 0.2072, 0.2026, 0.1719, 0.1779, 0.1111, 0.0942, 0.1003, 0.0554, 0.1144, 0.11, 0.1046, 0.0829, 0.0829, 0.0874, 0.0675, 0.0348, -0.0465, -0.1188, -0.0545, -0.0679, 0.0, 0.0239, 0.0262, 0.0587, 0.0632, 0.0943, -0.0999, -0.0427, -0.0397, -0.0393, -0.0563, -0.0624, -0.0322, -0.0236, -0.0231, -0.0546, -0.0064, -0.032, -0.0287, -0.0551, -0.0758, -0.0392, 0.0093, 0.098, 0.0811, 0.0967, 0.0584, 0.0843, 0.0843, 0.0608, 0.0842, 0.1544, 0.3204, 0.4424, 0.3552, 0.2517, 0.2672, 0.1939, 0.2123, 0.1357, 0.126, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2039387321376661568", "ticker_idx": 0, "ts": "2026-04-01T17:00:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "SpaceX isn't going to be an add-on for these people, it's going to be a cannibalization. True $TSLA believers will continue to hold, those who chase the new hotness will leave and re-invest it into SpaceX, and ultimately both companies will be competing for the same pool of buyers, to the detriment of both", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish SpaceX IPO at 600x forward earnings / $1.75T valuation; also bearish TSLA as SpaceX cannibalizes its buyer pool.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "🚨Money losing opportunity!🚨\n\nSpaceX has officially filed for its IPO.  It's got 15 billion in revenue and is pricing itself at a 1.75 TRILLION dollar valuation.  Meaning it wants to enter the market as the 5th biggest company on the exchange, behind only $NVDA, $AAPL, $MSFT, and $GOOGL.\n\nIt's pricing itself at 4x the market cap of $BA, $LMT and $NOC *COMBINED* (for those who aren't smart enough to understand why I picked these, this is essentially the entire aerospace industry).\n\nIt has 15 billion in revenue.  That's the revenue of a mid-cap industrial name.  It will be trading at approximately SIX HUNDRED TIMES FORWARD EARNINGS.  To put this in perspective, Mag 7 name $META has 200 billion in revenue - 13.33x SpaceX's - and is only trading at a 1.45T valuation.  And $META's margins are significantly better.\n\nLook, I've always been very upfront with all of you that I was a very early investor in SpaceX, and am eagerly awaiting being able to rid myself of the equity - and not just because it's going to represent a massive profit for me.  But I'm telling you right now:\n\nYou shouldn't be investing in SpaceX unless you're just trying to scalp dumb money or you want to lose money.  There is absolutely no universe in which SpaceX is worth, or can ever GET to being worth, that kind of valuation.  The number of people like myself who pay $1,200 a month for 40 gigs of internet service from them based on TRAVEL speed (IYKYK, and you know it's the dumbest thing ever) are pretty finite, and the number of people paying the $30 or whatever it is for their home service is a low margin commodity business that's becoming ever more crowded.\n\nFact of the matter is, Elmo's \"wealth\" (it's in quotes because it's illiquid and he'd NEVER be able to sell his holdings to get to that number) is largely tied up in believers who keep $TSLA propped up in spite of its terrible outlook.  SpaceX isn't going to be an add-on for these people, it's going to be a cannibalization.  True $TSLA believers will continue to hold, those who chase the new hotness will leave and re-invest it into SpaceX, and ultimately both companies will be competing for the same pool of buyers, to the detriment of both.\n\nA lot of you Elmo nuthuggers are going to come in here and say something stupid about what I'm saying here.  And to that I say \"thank you for being my future exit liquidity, bagholder\"  The smart ones amongst you?  Will stay far, far away.\n\nPost-script:  The one thing I didn't talk about in this is how the NASDAQ has changed its rules to permit inclusion all the way down to 15 days just to appease Elmo - when functionally, what it does is forces exchange funds to purchase the stock regardless of how bad it is before the price has settled.  That's a legitimate short-term consideration, and something I will discuss at length in another post down the line.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.024943633011684452, "ret_signed_m1d": 0.024943633011684452, "alpha_spy_m1d": 0.017465512854284437, "alpha_c_m1d": 0.017475512137063998, "bench_spy_m1d": -0.0074781201574000145, "bench_c_m1d": -0.007468120874620454, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.05421500524128142, "ret_signed_p1d": 0.05421500524128142, "alpha_spy_p1d": 0.05511547966937258, "alpha_c_p1d": 0.03918766935768292, "bench_spy_p1d": 0.0009004744280911581, "bench_c_p1d": -0.015027335883598503, "ret_p1w": -0.09969576874582575, "ret_signed_p1w": 0.09969576874582575, "alpha_spy_p1w": 0.13139410804257823, "alpha_c_p1w": 0.108985355400806, "bench_spy_p1w": 0.031698339296752476, "bench_c_p1w": 0.009289586654980253, "ret_p1m": 0.0009704535165251382, "ret_signed_p1m": -0.0009704535165251382, "alpha_spy_p1m": 0.09581848466698117, "alpha_c_p1m": 0.07689835508754173, "bench_spy_p1m": 0.09678893818350631, "bench_c_p1m": 0.07786880860406686, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.0009704535165251382, "alpha_spy_stated": 0.09581848466698117, "alpha_c_stated": 0.07689835508754173, "price_path": [0.149, 0.1847, 0.1356, 0.1315, 0.1431, 0.1672, 0.1776, 0.173, 0.152, 0.1503, 0.1475, 0.1475, 0.0996, 0.1316, 0.1786, 0.1778, 0.1415, 0.1302, 0.1317, 0.0926, 0.1289, 0.1064, 0.1068, 0.0649, 0.0418, 0.0783, 0.0946, 0.1153, 0.1233, 0.0939, 0.0949, 0.0949, 0.077, 0.0788, 0.0799, 0.0802, 0.0487, 0.0738, 0.0948, 0.0717, 0.0557, 0.0579, 0.0293, 0.0647, 0.0637, 0.0406, 0.0457, 0.0472, 0.0697, 0.0361, 0.0261, 0.0375, 0.0472, 0.0302, -0.0025, -0.0349, -0.0011, 0.0046, 0.0123, -0.024, -0.051, -0.0681, -0.0249, 0.0, -0.0542, -0.0542, -0.0746, -0.0908, -0.0997, -0.0935, -0.0847, -0.0756, -0.0447, 0.028, 0.02, 0.0508, 0.0295, 0.0135, 0.0164, -0.0198, -0.013, -0.0068, -0.0137, -0.0222, 0.001, 0.0251, 0.0295, 0.0213, 0.0458, 0.0801, 0.1235, 0.1672, 0.1369, 0.1679, 0.1627, 0.1075, 0.0754, 0.0599, 0.0944, 0.096, 0.1174, 0.1174, 0.1373, 0.155, 0.1596, 0.143, 0.0908, 0.1114, 0.1113, 0.0975, 0.0255, 0.0726, 0.0404, 0.0009, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2027088776607281300", "ticker_idx": 0, "ts": "2026-02-26T18:30:00+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$LLY 6/18 $1,100c $53.50. I'm not price hunting cause I'm still traveling. If you wait for $1K you'll likely get it.", "tweet_type": "prediction", "timeline": "months", "summary": "Buying LLY June 18 $1,100 calls; bullish on LLY, expects options to appreciate and $1K strike level to be reached.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "original", "lang": "en", "tweet_text": "(I've scheduled this so as to not overlap with an RFK post I want the algo to not dilute, so the price will have changed...some way...by the time you see this)\n\n$LLY 6/18 $1,100c $53.50. I'm not price hunting cause I'm still traveling. If you wait for $1K you'll likely get it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006663256361374881, "ret_signed_m1d": 0.006663256361374881, "alpha_spy_m1d": 0.001077755436732497, "alpha_c_m1d": 0.001077755436732497, "bench_spy_m1d": 0.005585500924642384, "bench_c_m1d": 0.005585500924642384, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.029324178671681134, "ret_signed_p1d": 0.029324178671681134, "alpha_spy_p1d": 0.034126121930208475, "alpha_c_p1d": 0.034126121930208475, "bench_spy_p1d": -0.004801943258527341, "bench_c_p1d": -0.004801943258527341, "ret_p1w": -0.037924919961419, "ret_signed_p1w": -0.037924919961419, "alpha_spy_p1w": -0.026333505018756753, "alpha_c_p1w": -0.026333505018756753, "bench_spy_p1w": -0.011591414942662248, "bench_c_p1w": -0.011591414942662248, "ret_p1m": -0.14068221221092292, "ret_signed_p1m": -0.14068221221092292, "alpha_spy_p1m": -0.06309881592661104, "alpha_c_p1m": -0.06309881592661104, "bench_spy_p1m": -0.07758339628431188, "bench_c_p1m": -0.07758339628431188, "ret_p3m": 0.04359290239334146, "ret_signed_p3m": 0.04359290239334146, "alpha_spy_p3m": -0.048297324595989455, "alpha_c_p3m": -0.048297324595989455, "bench_spy_p3m": 0.09189022698933091, "bench_c_p3m": 0.09189022698933091, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.14068221221092292, "alpha_spy_stated": -0.06309881592661104, "alpha_c_stated": -0.06309881592661104, "price_path": [0.0334, 0.0219, 0.0096, -0.009, -0.0131, -0.0255, -0.0405, -0.0294, -0.014, 0.0037, 0.0376, 0.0299, 0.0176, 0.0324, 0.0466, 0.0515, 0.0468, 0.052, 0.052, 0.0528, 0.0537, 0.0547, 0.0498, 0.0498, 0.0553, 0.0174, 0.0394, 0.0824, 0.06, 0.0389, 0.0559, 0.0522, 0.0484, 0.009, 0.0143, 0.0143, 0.0172, 0.0535, 0.0622, 0.0396, 0.0381, 0.0154, 0.0001, 0.0004, 0.0131, 0.0199, -0.0198, 0.0815, -0.0028, 0.0337, 0.0205, 0.0012, -0.0083, 0.0142, 0.0176, 0.0176, 0.0137, -0.0014, 0.0012, -0.0122, 0.0358, 0.0197, 0.0067, 0.0, 0.0293, -0.004, -0.014, -0.0181, -0.0379, -0.031, -0.0133, -0.0202, -0.0217, -0.0438, -0.0361, -0.0322, -0.0897, -0.1017, -0.1023, -0.1128, -0.1091, -0.1164, -0.1034, -0.1223, -0.1407, -0.1325, -0.1, -0.066, -0.0846, -0.0846, -0.0929, -0.089, -0.0672, -0.0654, -0.0808, -0.0905, -0.0974, -0.1145, -0.1155, -0.0929, -0.0999, -0.1164, -0.0984, -0.1021, -0.1351, -0.1504, -0.1448, -0.1671, -0.0855, -0.0574, -0.0529, -0.0324, -0.0342, -0.046, -0.072, -0.0538, -0.0315, -0.0061, -0.015, -0.015, -0.0315, 0.0011, -0.0014, 0.021, 0.0438, 0.0438, 0.0436, 0.0614, 0.1044, 0.0831, 0.0607, 0.043, 0.0574, 0.1029, 0.1089, 0.1263, 0.1219, 0.1138, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2017312808598442478", "ticker_idx": 0, "ts": "2026-01-30T19:03:48+00:00", "symbol": "AAPL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$6 is a good spot for dumb money to take gains with the understanding I probably won't comment on this again", "tweet_type": "prediction", "timeline": "weeks", "summary": "Long AAPL calls; suggests taking gains at $6 on the 2/27 260c position but framing implies bullish near-term move toward that target.", "resolved_tickers": ["AAPL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "quote", "lang": "en", "tweet_text": "So I forgot I won't be around to actively monitor this next week (or the 2 weeks after).\n\n$6 is a good spot for dumb money to take gains with the understanding I probably won't comment on this again.", "reply_text": null, "parent_text": null, "quoted_text": "$AAPL 2/27 260c $5.47", "parent_author": null, "ret_m1d": -0.004624671536854641, "ret_signed_m1d": -0.004624671536854641, "alpha_spy_m1d": -0.007616174194032044, "alpha_c_m1d": -0.02540573798778356, "bench_spy_m1d": 0.002991502657177403, "bench_c_m1d": 0.02078106645092892, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04058126002356821, "ret_signed_p1d": 0.04058126002356821, "alpha_spy_p1d": 0.03560989789263269, "alpha_c_p1d": 0.030990080264710063, "bench_spy_p1d": 0.004971362130935519, "bench_c_p1d": 0.009591179758858148, "ret_p1w": 0.07183588113077688, "ret_signed_p1w": 0.07183588113077688, "alpha_spy_p1w": 0.07378681882441795, "alpha_c_p1w": 0.09094911483728696, "bench_spy_p1w": -0.001950937693641075, "bench_c_p1w": -0.01911323370651008, "ret_p1m": 0.021148778825840875, "ret_signed_p1m": 0.021148778825840875, "alpha_spy_p1m": 0.029227065396989604, "alpha_c_p1m": 0.05131290431371671, "bench_spy_p1m": -0.00807828657114873, "bench_c_p1m": -0.030164125487875837, "ret_p3m": 0.04217206973640342, "ret_signed_p3m": 0.04217206973640342, "alpha_spy_p3m": 0.011024197008509873, "alpha_c_p3m": -0.06505491171356304, "bench_spy_p3m": 0.031147872727893544, "bench_c_p3m": 0.10722698144996645, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.021148778825840875, "alpha_spy_stated": 0.029227065396989604, "alpha_c_stated": 0.05131290431371671, "price_path": [0.0397, 0.0401, 0.0386, 0.0336, 0.0383, 0.0608, 0.0539, 0.0519, 0.0498, 0.0308, 0.0307, 0.035, 0.0261, 0.0463, 0.0634, 0.0674, 0.0696, 0.0696, 0.0746, 0.091, 0.1029, 0.0951, 0.0818, 0.0744, 0.0709, 0.0682, 0.0744, 0.0715, 0.0725, 0.0564, 0.0583, 0.0476, 0.049, 0.0547, 0.0443, 0.0496, 0.0552, 0.0552, 0.0536, 0.055, 0.0524, 0.0477, 0.0477, 0.0444, 0.03, 0.0111, 0.0033, -0.0017, -0.0004, 0.003, 0.0061, 0.0018, -0.0049, -0.0152, -0.0152, -0.0493, -0.0456, -0.0429, -0.0441, -0.0157, -0.0047, -0.0117, -0.0046, 0.0, 0.0406, 0.0385, 0.0656, 0.0633, 0.0718, 0.0593, 0.0557, 0.0627, 0.0096, -0.0133, -0.0133, 0.0179, 0.0197, 0.0052, 0.0206, 0.0268, 0.0498, 0.0578, 0.0529, 0.0191, 0.0211, 0.0174, 0.0127, 0.0041, -0.0069, 0.0025, 0.0061, 0.0061, -0.0134, -0.0352, -0.0248, -0.0193, -0.0359, -0.0396, -0.0434, -0.0299, -0.0293, -0.0255, -0.0245, -0.0403, -0.0486, -0.021, -0.0139, -0.0128, -0.0128, -0.0015, -0.0221, -0.0013, 0.0048, 0.0048, -0.0001, -0.0016, 0.0277, 0.0161, 0.0424, 0.0533, 0.0267, 0.0537, 0.0547, 0.0456, 0.0323, 0.0443, 0.0422, 0.0467, 0.0806, 0.0679, 0.0962, 0.1091, 0.1088, 0.1315, 0.13, 0.1382, 0.1539, 0.1514, 0.1592, 0.15, 0.1543, 0.167, 0.1776, 0.1924, 0.1924, 0.1905, 0.2002, 0.2066, 0.2049, 0.1827, 0.217, 0.1979, 0.2017, 0.1866, 0.1643, 0.1218, 0.1258, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2020180758510317974", "ticker_idx": 0, "ts": "2026-02-07T17:00:00+00:00", "symbol": "BTC-USD", "kind": "crypto", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's gonna hit those 40's, anyhow, and all the pumping by Saylor, Cardone and Paper Hands Portnoy isn't going to stop that", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish BTC; expects price to fall to the $40,000s despite exchange-coordinated buying and retail FOMO.", "resolved_tickers": ["BTC-USD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": null, "bench_c_reason": "no_country_fallback (all FX/crypto/index)", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "Bitcoin Bros and Hos get a little dead cat bounce and all of a sudden trying to take a victory lap like the bottom is in.\n\nNo..you got propped up during a period of no liquidity.  Binance bought almost 29,000 BTC, Coinbase chipped in for 14,000, Kraken another 8500, few smaller players got together and grabbed another 16,000 - all in the span of 1 hour.  And that's what caused the rebound in BTC price.\n\nJust like during periods of low liquidity a whale can send the price plummeting and knock out a bunch of leveraged accounts, these companies who need BTC to remain something anyone can look at with a straight face can pump it a bit when the order book is empty. Price shoots up, retail investors (i.e. dumb fuck Bitcoin Bros) see it going up and get concerned they're gonna get left behind and jump in.\n\nBut these companies?  They don't want to hold all that Bitcoin - 68,000 of them, in fact.  So they're gonna rug you dumb fucks when they sell to get their money back.\n\nThe funny thing is, when I was doing my New Year's predictions and I got to $BTC I meant to say \"time in the $50,000's\", but I fat fingered it and hit 40's.  Decided to let it ride, but ideally I'd have already been proven correct.  But looking at the structure right now?  It's gonna hit those 40's, anyhow, and all the pumping by Saylor, Cardone and Paper Hands Portnoy isn't going to stop that.\n\nYou know, for the \"future of money\", it sure does need an awful lot of bailing out and backstopping to prevent it from collapsing.  Is it Argentinian currency?", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.006198011021162131, "ret_signed_m1d": -0.006198011021162131, "alpha_spy_m1d": -0.010996704629280374, "alpha_c_m1d": null, "bench_spy_m1d": -0.004798693608118243, "bench_c_m1d": null, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": null, "bench_spy_t0": 0.0, "bench_c_t0": null, "ret_p1d": -0.018921927121284043, "ret_signed_p1d": 0.018921927121284043, "alpha_spy_p1d": 0.0162847666892032, "alpha_c_p1d": null, "bench_spy_p1d": -0.002637160432080843, "bench_c_p1d": null, "ret_p1w": -0.018220347480797594, "ret_signed_p1w": 0.018220347480797594, "alpha_spy_p1w": 0.0006397776964544022, "alpha_c_p1w": null, "bench_spy_p1w": -0.017580569784343192, "bench_c_p1w": null, "ret_p1m": -0.002764649388443563, "ret_signed_p1m": 0.002764649388443563, "alpha_spy_p1m": -0.021401413226610266, "alpha_c_p1m": null, "bench_spy_p1m": -0.02416606261505383, "bench_c_p1m": null, "ret_p3m": 0.1410311003558593, "ret_signed_p3m": -0.1410311003558593, "alpha_spy_p3m": -0.08392619663267586, "alpha_c_p3m": null, "bench_spy_p3m": 0.05710490372318344, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.002764649388443563, "alpha_spy_stated": -0.021401413226610266, "alpha_c_stated": null, "price_path": [0.4498, 0.4218, 0.3462, 0.3134, 0.3256, 0.3044, 0.2355, 0.2135, 0.2588, 0.2456, 0.2909, 0.3018, 0.2966, 0.231, 0.3028, 0.3338, 0.314, 0.2748, 0.2926, 0.3219, 0.3123, 0.3193, 0.2874, 0.2324, 0.2528, 0.2285, 0.2188, 0.2565, 0.262, 0.2466, 0.2494, 0.2441, 0.245, 0.2427, 0.2611, 0.248, 0.2654, 0.2827, 0.3389, 0.3367, 0.3022, 0.2981, 0.2908, 0.3005, 0.3594, 0.3823, 0.3627, 0.3623, 0.3199, 0.2594, 0.2746, 0.2758, 0.2764, 0.2588, 0.2707, 0.2719, 0.2059, 0.1998, 0.1222, 0.0786, 0.0413, -0.1058, 0.0062, 0.0, -0.0189, -0.0446, -0.0556, -0.018, -0.0182, -0.0375, -0.0527, -0.0451, -0.0302, -0.0785, -0.0861, -0.0308, -0.038, -0.0605, -0.0192, -0.0261, 0.0369, 0.0103, -0.0283, -0.0245, -0.0028, 0.0012, 0.0053, 0.0121, 0.0676, 0.0542, 0.016, -0.003, 0.0057, 0.0113, 0.0057, 0.017, -0.019, -0.0539, -0.0489, -0.0269, -0.0291, -0.0461, -0.0455, -0.018, 0.026, 0.0143, 0.0235, 0.0408, 0.0622, 0.0579, 0.0668, 0.0718, 0.0999, 0.082, 0.0889, 0.1153, 0.1162, 0.1046, 0.1033, 0.0888, 0.0807, 0.0882, 0.1149, 0.1384, 0.1541, 0.1612, 0.141, 0.1436, 0.1655, 0.1477, 0.1306, 0.1559, 0.1276, 0.0975, 0.0946, 0.1046, 0.1058, 0.0765, 0.1021, 0.0814, 0.0602, 0.0487, 0.0464, 0.0171, -0.0487, -0.0871, -0.0901, -0.1312, -0.1003, -0.1209, -0.1246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2042635715121680819", "ticker_idx": 0, "ts": "2026-04-10T16:07:59+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$NOW 6/18 100c $3.40", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Long ServiceNow via 6/18 100c calls; author disagrees that AI will replace enterprise software and holds multiple NOW positions.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$NOW 6/18 100c $3.40\n\nI went in light ( &lt; 200 contracts) just because there's no telling when this irrational fear that AI is going to replace enterprise software will subside.\n\n---\n\nAll that said.  This also is far from the only $NOW play I opened https://t.co/ZQEioOUAOk", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0820481633565513, "ret_signed_m1d": 0.0820481633565513, "alpha_spy_m1d": 0.08138594459853121, "alpha_c_m1d": 0.08138594459853121, "bench_spy_m1d": 0.0006622187580200833, "bench_c_m1d": 0.0006622187580200833, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.07301201877823793, "ret_signed_p1d": 0.07301201877823793, "alpha_spy_p1d": 0.06323962099388614, "alpha_c_p1d": 0.06323962099388614, "bench_spy_p1d": 0.009772397784351794, "bench_c_p1d": 0.009772397784351794, "ret_p1w": 0.16457835737481186, "ret_signed_p1w": 0.16457835737481186, "alpha_spy_p1w": 0.11942486536109631, "alpha_c_p1w": 0.11942486536109631, "bench_spy_p1w": 0.045153492013715546, "bench_c_p1w": 0.045153492013715546, "ret_p1m": 0.10228913088878944, "ret_signed_p1m": 0.10228913088878944, "alpha_spy_p1m": 0.014219246149167919, "alpha_c_p1m": 0.014219246149167919, "bench_spy_p1m": 0.08806988473962152, "bench_c_p1m": 0.08806988473962152, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10228913088878944, "alpha_spy_stated": 0.014219246149167919, "alpha_c_stated": 0.014219246149167919, "price_path": [0.6649, 0.6218, 0.5804, 0.5339, 0.5339, 0.5108, 0.5096, 0.5489, 0.6037, 0.6427, 0.588, 0.5617, 0.4064, 0.4098, 0.4217, 0.3225, 0.3382, 0.2365, 0.2137, 0.2514, 0.2829, 0.2118, 0.2445, 0.2901, 0.2901, 0.276, 0.2989, 0.2936, 0.2563, 0.2145, 0.2348, 0.2558, 0.3169, 0.3013, 0.3183, 0.3637, 0.3718, 0.4504, 0.4981, 0.469, 0.4049, 0.3931, 0.3611, 0.3689, 0.3841, 0.4063, 0.37, 0.3647, 0.3299, 0.3367, 0.2608, 0.2417, 0.2487, 0.1977, 0.2647, 0.2596, 0.2535, 0.2289, 0.2289, 0.234, 0.2114, 0.1743, 0.082, 0.0, 0.073, 0.0577, 0.1348, 0.1619, 0.1646, 0.2014, 0.2065, 0.2418, 0.0214, 0.0864, 0.0898, 0.0902, 0.071, 0.064, 0.0983, 0.1081, 0.1086, 0.0729, 0.1276, 0.0986, 0.1023, 0.0723, 0.0488, 0.0904, 0.1454, 0.246, 0.2269, 0.2446, 0.2011, 0.2305, 0.2305, 0.2039, 0.2304, 0.31, 0.4984, 0.6369, 0.538, 0.4205, 0.4381, 0.3548, 0.3758, 0.2888, 0.2778, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2027431510786113958", "ticker_idx": 0, "ts": "2026-02-27T17:11:54+00:00", "symbol": "LLY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Still very much in. I expect to be in runners within 2 weeks - and I expect those runners to go ballistic.", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Still holding LLY calls after trimming; expects remaining position to go ballistic within 2 weeks.", "resolved_tickers": ["LLY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Drug Manufacturers - General", "unit_kind": "quote", "lang": "en", "tweet_text": "Took some off across the board (I opened a lot of different $LLY plays), but for this one specifically trimmed a bit at $63.  Still very much in.  I expect to be in runners within 2 weeks - and I expect those runners to go ballistic. https://t.co/OoEYqDOJDB", "reply_text": null, "parent_text": null, "quoted_text": "(I've scheduled this so as to not overlap with an RFK post I want the algo to not dilute, so the price will have changed...some way...by the time you see this)\n\n$LLY 6/18 $1,100c $53.50. I'm not price hunting cause I'm still traveling. If you wait for $1K you'll likely get it.", "parent_author": null, "ret_m1d": -0.028488768921685392, "ret_signed_m1d": -0.028488768921685392, "alpha_spy_m1d": -0.033313882099910486, "alpha_c_m1d": -0.033313882099910486, "bench_spy_m1d": 0.004825113178225093, "bench_c_m1d": 0.004825113178225093, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03233866381993822, "ret_signed_p1d": -0.03233866381993822, "alpha_spy_p1d": -0.032907242602269515, "alpha_c_p1d": -0.032907242602269515, "bench_spy_p1d": 0.0005685787823312971, "bench_c_p1d": 0.0005685787823312971, "ret_p1w": -0.05861264763877916, "ret_signed_p1w": -0.05861264763877916, "alpha_spy_p1w": -0.038772700826277484, "alpha_c_p1w": -0.038772700826277484, "bench_spy_p1w": -0.019839946812501674, "bench_c_p1w": -0.019839946812501674, "ret_p1m": -0.15718772971392148, "ret_signed_p1m": -0.15718772971392148, "alpha_spy_p1m": -0.0809561517601467, "alpha_c_p1m": -0.0809561517601467, "bench_spy_p1m": -0.07623157795377478, "bench_c_p1m": -0.07623157795377478, "ret_p3m": 0.03117355945978484, "ret_signed_p3m": 0.03117355945978484, "alpha_spy_p3m": -0.0657951296302206, "alpha_c_p3m": -0.0657951296302206, "bench_spy_p3m": 0.09696868909000544, "bench_c_p3m": 0.09696868909000544, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.15718772971392148, "alpha_spy_stated": -0.0809561517601467, "alpha_c_stated": -0.0809561517601467, "price_path": [-0.0072, -0.0192, -0.0373, -0.0412, -0.0533, -0.0679, -0.057, -0.0421, -0.0249, 0.008, 0.0005, -0.0113, 0.003, 0.0168, 0.0216, 0.017, 0.022, 0.022, 0.0228, 0.0237, 0.0247, 0.0199, 0.0199, 0.0253, -0.0116, 0.0098, 0.0516, 0.0298, 0.0093, 0.0259, 0.0222, 0.0185, -0.0197, -0.0146, -0.0146, -0.0118, 0.0235, 0.0319, 0.01, 0.0085, -0.0135, -0.0284, -0.0281, -0.0157, -0.0091, -0.0477, 0.0507, -0.0312, 0.0042, -0.0086, -0.0273, -0.0366, -0.0147, -0.0114, -0.0114, -0.0152, -0.0299, -0.0273, -0.0404, 0.0062, -0.0094, -0.022, -0.0285, 0.0, -0.0323, -0.0421, -0.046, -0.0653, -0.0586, -0.0414, -0.0481, -0.0496, -0.071, -0.0636, -0.0598, -0.1156, -0.1273, -0.1278, -0.1381, -0.1344, -0.1416, -0.129, -0.1473, -0.1652, -0.1572, -0.1257, -0.0927, -0.1107, -0.1107, -0.1188, -0.1149, -0.0938, -0.092, -0.107, -0.1164, -0.1231, -0.1397, -0.1407, -0.1188, -0.1256, -0.1416, -0.1241, -0.1277, -0.1597, -0.1746, -0.1692, -0.1909, -0.1116, -0.0843, -0.0799, -0.06, -0.0617, -0.0732, -0.0984, -0.0808, -0.059, -0.0344, -0.0431, -0.0431, -0.0591, -0.0274, -0.0298, -0.0081, 0.0141, 0.0141, 0.0139, 0.0312, 0.073, 0.0522, 0.0305, 0.0133, 0.0272, 0.0715, 0.0774, 0.0942, 0.09, 0.0821, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2034315005114372545", "ticker_idx": 0, "ts": "2026-03-18T17:04:27+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "a company that is completely imploding is still worth 1.5T", "tweet_type": "analysis", "timeline": "unspecified", "summary": "TSLA is imploding yet still valued at $1.5T — fundamentally overvalued and should be worth far less.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "\"Bonk, why do you keep saying the market is broken?\"\n\"Why do you hate $TSLA so much?\"\n\nThe great thing about these two questions is I can use the same exemplar to answer both:  Because we're still not talking about how a company that is completely imploding is still worth 1.5T https://t.co/jBejS0S4G1", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.016523219752902163, "ret_signed_m1d": -0.016523219752902163, "alpha_spy_m1d": -0.002372114866359132, "alpha_c_m1d": 0.007081731055943452, "bench_spy_m1d": 0.014151104886543031, "bench_c_m1d": 0.023604950808845615, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.03177353995904619, "ret_signed_p1d": 0.03177353995904619, "alpha_spy_p1d": 0.029309199473854353, "alpha_c_p1d": 0.02390522302276432, "bench_spy_p1d": -0.0024643404851918405, "bench_c_p1d": -0.007868316936281872, "ret_p1w": -0.017388834954662258, "ret_signed_p1w": 0.017388834954662258, "alpha_spy_p1w": 0.01313108601815105, "alpha_c_p1w": 0.020847661457872757, "bench_spy_p1w": -0.0042577489365112076, "bench_c_p1w": 0.0034588265032104992, "ret_p1m": -0.009878315838054319, "ret_signed_p1m": 0.009878315838054319, "alpha_spy_p1m": 0.07359816807940767, "alpha_c_p1m": 0.07586635365110961, "bench_spy_p1m": 0.06371985224135335, "bench_c_p1m": 0.06598803781305529, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.009878315838054319, "alpha_spy_stated": 0.07359816807940767, "alpha_c_stated": 0.07586635365110961, "price_path": [0.2251, 0.2443, 0.2362, 0.2358, 0.2358, 0.2098, 0.1702, 0.157, 0.145, 0.145, 0.1153, 0.1499, 0.1023, 0.0984, 0.1095, 0.133, 0.143, 0.1386, 0.1182, 0.1166, 0.1139, 0.1139, 0.0674, 0.0984, 0.1441, 0.1433, 0.108, 0.0971, 0.0985, 0.0605, 0.0958, 0.0739, 0.0743, 0.0337, 0.0113, 0.0467, 0.0625, 0.0826, 0.0904, 0.0618, 0.0628, 0.0628, 0.0454, 0.0472, 0.0482, 0.0485, 0.0179, 0.0423, 0.0627, 0.0402, 0.0248, 0.0268, -0.0009, 0.0335, 0.0325, 0.0101, 0.015, 0.0164, 0.0383, 0.0057, -0.004, 0.0071, 0.0165, 0.0, -0.0318, -0.0632, -0.0304, -0.0248, -0.0174, -0.0526, -0.0788, -0.0955, -0.0535, -0.0293, -0.082, -0.082, -0.1017, -0.1174, -0.1261, -0.1201, -0.1116, -0.1028, -0.0728, -0.0021, -0.0099, 0.02, -0.0007, -0.0162, -0.0134, -0.0485, -0.042, -0.0359, -0.0427, -0.0509, -0.0284, -0.005, -0.0007, -0.0087, 0.0151, 0.0484, 0.0906, 0.1329, 0.1035, 0.1336, 0.1286, 0.075, 0.0438, 0.0288, 0.0623, 0.0638, 0.0846, 0.0846, 0.1039, 0.1211, 0.1256, 0.1095, 0.0588, 0.0788, 0.0787, 0.0654, -0.0045, 0.0412, 0.0099, -0.0285, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2017281660694233586", "ticker_idx": 0, "ts": "2026-01-30T17:00:01+00:00", "symbol": "gold", "kind": "commodity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": false, "explicit_audit": "kept_implicit", "polarity_reversed": false, "quote": "the markets are presently pricing in a hawkish Fed chair after spending months pricing in a dovish one (hence the drop in precious metals - because a hawk would be seen as bullish for the dollar), and they might not be paying attention to what Kevin has been saying lately. Market likely going to oversteer.", "tweet_type": "analysis", "timeline": "weeks", "summary": "Markets mispricing Warsh as hawkish; precious metals drop overdone and dollar strength likely to reverse as Warsh's dovish signals are absorbed.", "resolved_tickers": ["GLD"], "resolution_method": "etf", "resolution_reason": "Gold commodity proxied by GLD ETF", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "original", "lang": "en", "tweet_text": "12 months ago, if you had told me that Kevin Warsh was going to be the one to replace J-Pow at the Fed, I'd have been satisfied with the decision.  Warsh was a lifelong fiscal hawk who was laser focused on controlling inflation.\n\nHowever - just like Fed members Michelle Bowman and Chris Waller before Kevin - he's sold his soul in his thirst for the levers of power.  He's been talking about aggressively lowering interest rates for months now in order to endear himself to Dear Leader.  Now maybe it's all a rope-a-dope and once he has the position, we'll see Trump do nothing but rail about how Warsh is the worst Fed chair ever because he's not trying to set negative rates.  Maybe Trump is being played.\n\nBut I have to go off what he's saying right now, which is essentially that he's going to be a Trump mouthpiece while providing the illusion of Fed independence.\n\nAll of this is a very long way of saying the markets are presently pricing in a hawkish Fed chair after spending months pricing in a dovish one (hence the drop in precious metals - because a hawk would be seen as bullish for the dollar), and they might not be paying attention to what Kevin has been saying lately.  Market likely going to oversteer.  Trump's ability to corrupt is unmatched.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.11450720371201273, "ret_signed_m1d": 0.11450720371201273, "alpha_spy_m1d": 0.11151570105483533, "alpha_c_m1d": 0.11151570105483533, "bench_spy_m1d": 0.002991502657177403, "bench_c_m1d": 0.002991502657177403, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.04004945911975222, "ret_signed_p1d": -0.04004945911975222, "alpha_spy_p1d": -0.04502082125068774, "alpha_c_p1d": -0.04502082125068774, "bench_spy_p1d": 0.004971362130935519, "bench_c_p1d": 0.004971362130935519, "ret_p1w": 0.023620584244768317, "ret_signed_p1w": 0.023620584244768317, "alpha_spy_p1w": 0.02557152193840939, "alpha_c_p1w": 0.02557152193840939, "bench_spy_p1w": -0.001950937693641075, "bench_c_p1w": -0.001950937693641075, "ret_p1m": 0.10124730094851064, "ret_signed_p1m": 0.10124730094851064, "alpha_spy_p1m": 0.10932558751965937, "alpha_c_p1m": 0.10932558751965937, "bench_spy_p1m": -0.00807828657114873, "bench_c_p1m": -0.00807828657114873, "ret_p3m": -0.0618946124044778, "ret_signed_p3m": -0.0618946124044778, "alpha_spy_p3m": -0.09304248513237134, "alpha_c_p3m": -0.09304248513237134, "bench_spy_p3m": 0.031147872727893544, "bench_c_p3m": 0.031147872727893544, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.10124730094851064, "alpha_spy_stated": 0.10932558751965937, "alpha_c_stated": 0.10932558751965937, "price_path": [-0.1857, -0.1763, -0.1773, -0.1722, -0.1496, -0.1463, -0.1325, -0.1395, -0.1551, -0.1647, -0.1587, -0.1573, -0.1575, -0.1588, -0.1455, -0.1458, -0.139, -0.139, -0.1283, -0.1241, -0.1297, -0.1305, -0.1299, -0.1315, -0.1338, -0.1293, -0.1256, -0.1162, -0.1113, -0.1105, -0.1103, -0.1026, -0.1042, -0.1032, -0.0825, -0.0704, -0.0742, -0.0742, -0.0634, -0.1042, -0.1035, -0.1093, -0.1093, -0.1049, -0.0813, -0.0714, -0.0803, -0.0752, -0.0685, -0.0511, -0.0524, -0.0427, -0.0486, -0.0532, -0.0532, -0.0174, -0.003, 0.0154, 0.0293, 0.0444, 0.07, 0.1115, 0.1145, 0.0, -0.04, 0.021, 0.0203, -0.0069, 0.0236, 0.0496, 0.0392, 0.051, 0.0145, 0.0397, 0.0397, 0.0073, 0.03, 0.0328, 0.0532, 0.0816, 0.0667, 0.064, 0.0731, 0.0872, 0.1012, 0.0521, 0.0603, 0.0476, 0.0642, 0.062, 0.074, 0.0703, 0.0493, 0.0357, 0.0348, 0.0322, -0.0005, -0.0417, -0.071, -0.0919, -0.0917, -0.0644, -0.0996, -0.068, -0.0683, -0.0329, -0.016, -0.0349, -0.0349, -0.0389, -0.0295, -0.0234, -0.0158, -0.0176, -0.0216, 0.0003, -0.0101, -0.0109, 0.0022, -0.0064, -0.0346, -0.0218, -0.0313, -0.0263, -0.0338, -0.0518, -0.0619, -0.0478, -0.0489, -0.068, -0.06, -0.0314, -0.0298, -0.0251, -0.0231, -0.027, -0.0325, -0.0399, -0.0622, -0.0596, -0.0752, -0.0619, -0.0628, -0.07, -0.07, -0.0696, -0.0819, -0.0723, -0.0625, -0.0757, -0.0742, -0.0833, -0.0757, -0.1095, -0.1072, -0.1217, -0.1582, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037635779380523477", "ticker_idx": 0, "ts": "2026-03-27T21:00:01+00:00", "symbol": "MU", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it will actually fuel MORE growth in the sector, not less", "tweet_type": "analysis", "timeline": "months", "summary": "Defends DRAM makers (MU, Samsung, SK Hynix): Turboquant compression likely fuels more memory growth, not losses; inventory pre-sold 12 months out.", "resolved_tickers": ["MU"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I weep for the future of financial literacy. This idiot has 300K followers.\n\nHe actually thinks that, a day or 2 after $GOOGL announced a new compression algorithm, that the DRAM makers - who have pre-sold all of their inventory for the next 12 months - are \"reporting million dollar losses\".\n\nNone of them have \"reported\" anything, and none of the RAM makers ( $MU, $005930 aka Samsung, and $000660 aka SK Hynix) have said word one about Turboquant at all.  It's widely accepted that, if this compression technology lives up to the hype, it will actually fuel MORE growth in the sector, not less.\n\nBeyond, \"million dollar losses\" for companies of that size are rounding errors even if they were to happen (which they haven't).\n\nLast, this \"brilliant\" finTWIT fails to recognize that $GOOGL itself has been getting pounded like a little brother over this same time period, which wouldn't be happening if turboquant was stealing market market share from the hardware makers.  EVERYTHING (except for utilities, energy, and industrial engineering) has been getting beaten like a little brother in Trump's Epstein War.  \n\nAccess to information lvl 100\nApplication of information lvl 0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.1096023022659065, "ret_signed_m1d": 0.1096023022659065, "alpha_spy_m1d": 0.10624762364093177, "alpha_c_m1d": 0.07727393975751706, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04984465243436009, "ret_signed_p1d": 0.04984465243436009, "alpha_spy_p1d": 0.020776726735445283, "alpha_c_p1d": -0.0077229838645958004, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.17389690520640522, "ret_signed_p1w": 0.17389690520640522, "alpha_spy_p1w": 0.1312366156001432, "alpha_c_p1w": 0.08162864514609747, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.5670914470927786, "ret_signed_p1m": 0.5670914470927786, "alpha_spy_p1m": 0.44094616261100916, "alpha_c_p1m": 0.21214153092289, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.5670914470927786, "alpha_spy_stated": 0.44094616261100916, "alpha_c_stated": 0.21214153092289, "price_path": [-0.1135, -0.1135, -0.0202, -0.0304, 0.0668, 0.0547, 0.0158, 0.0719, 0.0743, 0.0503, 0.0355, 0.0456, 0.1268, 0.1268, 0.1338, 0.2087, 0.235, 0.2414, 0.2086, 0.2743, 0.3521, 0.3537, 0.2887, 0.3599, 0.3029, 0.1785, 0.1893, 0.226, 0.1912, 0.1594, 0.2746, 0.2859, 0.2787, 0.2787, 0.2418, 0.3076, 0.2964, 0.33, 0.3076, 0.2984, 0.3326, 0.2908, 0.2809, 0.2818, 0.1794, 0.2449, 0.2333, 0.1502, 0.2093, 0.2521, 0.3005, 0.2591, 0.3237, 0.3723, 0.4341, 0.4342, 0.38, 0.3136, 0.256, 0.2286, 0.1869, 0.1041, 0.1096, 0.0, 0.0498, 0.1431, 0.1381, 0.1381, 0.1739, 0.1733, 0.2639, 0.3099, 0.307, 0.3255, 0.447, 0.4177, 0.4209, 0.4141, 0.3935, 0.3965, 0.5149, 0.497, 0.5436, 0.6301, 0.5671, 0.6111, 0.6071, 0.6849, 0.7913, 0.9894, 1.0714, 1.0094, 1.3207, 1.4715, 1.3822, 1.4973, 1.4115, 1.2519, 1.1179, 1.1713, 1.2747, 1.3682, 1.3337, 1.3337, 1.784, 1.8851, 1.8699, 2.0174, 2.2178, 2.3067, 2.3548, 2.0951, 1.6849, 1.9499, 1.9083, 1.7715, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037635779380523477", "ticker_idx": 1, "ts": "2026-03-27T21:00:01+00:00", "symbol": "005930.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it will actually fuel MORE growth in the sector, not less", "tweet_type": "analysis", "timeline": "months", "summary": "Defends DRAM makers (MU, Samsung, SK Hynix): Turboquant compression likely fuels more memory growth, not losses; inventory pre-sold 12 months out.", "resolved_tickers": ["005930.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Consumer Electronics'", "bench_c_industry": "Consumer Electronics", "unit_kind": "original", "lang": "en", "tweet_text": "I weep for the future of financial literacy. This idiot has 300K followers.\n\nHe actually thinks that, a day or 2 after $GOOGL announced a new compression algorithm, that the DRAM makers - who have pre-sold all of their inventory for the next 12 months - are \"reporting million dollar losses\".\n\nNone of them have \"reported\" anything, and none of the RAM makers ( $MU, $005930 aka Samsung, and $000660 aka SK Hynix) have said word one about Turboquant at all.  It's widely accepted that, if this compression technology lives up to the hype, it will actually fuel MORE growth in the sector, not less.\n\nBeyond, \"million dollar losses\" for companies of that size are rounding errors even if they were to happen (which they haven't).\n\nLast, this \"brilliant\" finTWIT fails to recognize that $GOOGL itself has been getting pounded like a little brother over this same time period, which wouldn't be happening if turboquant was stealing market market share from the hardware makers.  EVERYTHING (except for utilities, energy, and industrial engineering) has been getting beaten like a little brother in Trump's Epstein War.  \n\nAccess to information lvl 100\nApplication of information lvl 0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01944412932501427, "ret_signed_m1d": 0.01944412932501427, "alpha_spy_m1d": 0.01608945070003953, "alpha_c_m1d": 0.000463751529364842, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": 0.018980377795649428, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.051616562677254674, "ret_signed_p1d": -0.051616562677254674, "alpha_spy_p1d": -0.08068448837616948, "alpha_c_p1d": -0.09396945598301443, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.04235289330575975, "ret_p1w": 0.0952921157118547, "ret_signed_p1w": 0.0952921157118547, "alpha_spy_p1w": 0.052631826105592694, "alpha_c_p1w": 0.02250781156050663, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.07278430415134807, "ret_p1m": 0.259217243335224, "ret_signed_p1m": 0.259217243335224, "alpha_spy_p1m": 0.13307195885345457, "alpha_c_p1m": 0.021177979778238765, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.23803926355698524, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.259217243335224, "alpha_spy_stated": 0.13307195885345457, "alpha_c_stated": 0.021177979778238765, "price_path": [-0.3213, -0.3213, -0.2726, -0.2183, -0.2138, -0.2019, -0.2143, -0.2132, -0.2143, -0.2211, -0.2058, -0.1855, -0.1572, -0.1549, -0.1781, -0.1538, -0.1379, -0.139, -0.139, -0.0972, -0.0807, -0.0904, -0.0915, -0.1487, -0.0519, -0.0428, -0.0983, -0.1023, -0.0581, -0.0615, -0.0502, 0.011, 0.0257, 0.0257, 0.0257, 0.0257, 0.0755, 0.076, 0.0925, 0.1321, 0.1519, 0.234, 0.2255, 0.2255, 0.1044, -0.0253, 0.0845, 0.0653, -0.0179, 0.0636, 0.0755, 0.0636, 0.0387, 0.0681, 0.0976, 0.1802, 0.1349, 0.1287, 0.0545, 0.0738, 0.0698, 0.0194, 0.0194, 0.0, -0.0516, 0.0757, 0.0119, 0.0562, 0.0953, 0.1146, 0.194, 0.1571, 0.1685, 0.1401, 0.1713, 0.1968, 0.2337, 0.2252, 0.2167, 0.2422, 0.2337, 0.2734, 0.245, 0.2734, 0.2592, 0.2819, 0.2507, 0.2507, 0.3188, 0.3188, 0.5088, 0.54, 0.523, 0.6194, 0.5825, 0.6109, 0.679, 0.5343, 0.5939, 0.5627, 0.5655, 0.6988, 0.6591, 0.6591, 0.696, 0.7413, 0.6988, 0.7981, 0.9796, 1.0448, 1.0448, 0.9938, 0.8661, 0.6761, 0.8264, 0.7158, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2037635779380523477", "ticker_idx": 2, "ts": "2026-03-27T21:00:01+00:00", "symbol": "000660.KS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "it will actually fuel MORE growth in the sector, not less", "tweet_type": "analysis", "timeline": "months", "summary": "Defends DRAM makers (MU, Samsung, SK Hynix): Turboquant compression likely fuels more memory growth, not losses; inventory pre-sold 12 months out.", "resolved_tickers": ["000660.KS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I weep for the future of financial literacy. This idiot has 300K followers.\n\nHe actually thinks that, a day or 2 after $GOOGL announced a new compression algorithm, that the DRAM makers - who have pre-sold all of their inventory for the next 12 months - are \"reporting million dollar losses\".\n\nNone of them have \"reported\" anything, and none of the RAM makers ( $MU, $005930 aka Samsung, and $000660 aka SK Hynix) have said word one about Turboquant at all.  It's widely accepted that, if this compression technology lives up to the hype, it will actually fuel MORE growth in the sector, not less.\n\nBeyond, \"million dollar losses\" for companies of that size are rounding errors even if they were to happen (which they haven't).\n\nLast, this \"brilliant\" finTWIT fails to recognize that $GOOGL itself has been getting pounded like a little brother over this same time period, which wouldn't be happening if turboquant was stealing market market share from the hardware makers.  EVERYTHING (except for utilities, energy, and industrial engineering) has been getting beaten like a little brother in Trump's Epstein War.  \n\nAccess to information lvl 100\nApplication of information lvl 0", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0687284851813359, "ret_signed_m1d": 0.0687284851813359, "alpha_spy_m1d": 0.06537380655636116, "alpha_c_m1d": 0.036400122672946456, "bench_spy_m1d": 0.0033546786249747385, "bench_c_m1d": 0.03232836250838944, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.07560141246406815, "ret_signed_p1d": -0.07560141246406815, "alpha_spy_p1d": -0.10466933816298296, "alpha_c_p1d": -0.13316904876302404, "bench_spy_p1d": 0.02906792569891481, "bench_c_p1d": 0.05756763629895589, "ret_p1w": 0.014891163435468258, "ret_signed_p1w": 0.014891163435468258, "alpha_spy_p1w": -0.027769126170793745, "alpha_c_p1w": -0.07737709662483949, "bench_spy_p1w": 0.042660289606262, "bench_c_p1w": 0.09226826006030775, "ret_p1m": 0.4891179188388093, "ret_signed_p1m": 0.4891179188388093, "alpha_spy_p1m": 0.36297263435703986, "alpha_c_p1m": 0.1341680026689207, "bench_spy_p1m": 0.12614528448176943, "bench_c_p1m": 0.3549499161698886, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4891179188388093, "alpha_spy_stated": 0.36297263435703986, "alpha_c_stated": 0.1341680026689207, "price_path": [-0.2557, -0.2557, -0.2259, -0.2042, -0.1699, -0.1516, -0.1356, -0.1493, -0.1436, -0.1562, -0.1516, -0.1436, -0.1356, -0.1265, -0.1505, -0.1539, -0.1368, -0.123, -0.1585, -0.0853, -0.0384, -0.0156, 0.0393, -0.051, 0.037, 0.029, -0.0373, -0.0407, 0.0142, 0.0016, -0.0167, 0.0153, 0.0062, 0.0062, 0.0062, 0.0062, 0.0222, 0.0851, 0.0873, 0.1491, 0.1639, 0.2589, 0.2153, 0.2153, 0.0756, -0.0275, 0.0779, 0.0584, -0.0424, 0.0745, 0.0939, 0.0653, 0.0424, 0.1157, 0.1111, 0.2096, 0.1604, 0.1535, 0.0687, 0.1294, 0.1397, 0.0687, 0.0687, 0.0, -0.0756, 0.0275, -0.0493, 0.0034, 0.0149, 0.0493, 0.1833, 0.1432, 0.1764, 0.1913, 0.2635, 0.3013, 0.323, 0.2921, 0.3356, 0.4021, 0.4009, 0.4032, 0.3998, 0.48, 0.4891, 0.4811, 0.4731, 0.4731, 0.6575, 0.6575, 0.8339, 0.8946, 0.9313, 1.1535, 1.1019, 1.2635, 1.2566, 1.0836, 1.1077, 0.9989, 0.9989, 1.2222, 1.2234, 1.2234, 1.3505, 1.5693, 1.6224, 1.6728, 1.7072, 1.7038, 1.7038, 1.6327, 1.3715, 1.1894, 1.5377, 1.3463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2064407182008090697", "ticker_idx": 0, "ts": "2026-06-09T18:00:01+00:00", "symbol": "META", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$META has a market cap of 1.5 trillion on over 200 billion in revenue and a diluted EPS of $10.44 a share", "tweet_type": "analysis", "timeline": "weeks", "summary": "Bearish SPCX at $135/1.75T valuation vs META's superior fundamentals; plans to sell into IPO and considers buyers exit liquidity.", "resolved_tickers": ["META"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "SpaceX (soon to be $SPCX) is targeting $135 a share at a 1.75 trillion dollar valuation.  \n\nThey did a whopping 18.7 billion in revenue, and aren't even profitable thanks to absorbing the financial albatrosses that are this site and xAI.\n\n$META has a market cap of 1.5 trillion on over 200 billion in revenue and a diluted EPS of $10.44 a share.\n\n\"Experts\" on this site will try to tell you that $SPCX is the better buy.  Just don't ask them for a quantitative reason.\n\nI'll have more to say on this as Friday's IPO approaches, but I'm going to keep repeating 1 theme:  I'll be perfectly happy if you're my exit liquidity, but being my exit liquidity will just show you are not smart.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.00136845952927378, "ret_signed_m1d": 0.00136845952927378, "alpha_spy_m1d": -0.001575686656325015, "alpha_c_m1d": 0.004866907746881477, "bench_spy_m1d": 0.002944146185598795, "bench_c_m1d": -0.003498448217607697, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02328135233494777, "ret_signed_p1d": -0.02328135233494777, "alpha_spy_p1d": -0.007515806836490446, "alpha_c_p1d": -0.019065338641457985, "bench_spy_p1d": -0.015765545498457323, "bench_c_p1d": -0.004216013693489784, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.0907, 0.0489, 0.0733, 0.0651, 0.0532, 0.0378, 0.0155, 0.0333, 0.0142, 0.0176, -0.0634, -0.1007, -0.0825, -0.0213, -0.0092, -0.0173, -0.0173, -0.0198, -0.0163, 0.0476, 0.0749, 0.0774, 0.0854, 0.1333, 0.1488, 0.1579, 0.1778, 0.1477, 0.1441, 0.1542, 0.1275, 0.1547, 0.1608, 0.1484, 0.1446, 0.0467, 0.0413, 0.0442, 0.0348, 0.0484, 0.0551, 0.0428, 0.0244, 0.0315, 0.0548, 0.0579, 0.0507, 0.0455, 0.0308, 0.035, 0.039, 0.0439, 0.0439, 0.0475, 0.0867, 0.0867, 0.082, 0.0272, 0.0223, 0.0657, 0.0735, 0.0144, 0.0014, 0.0, -0.0233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052916462931591180", "ticker_idx": 0, "ts": "2026-05-09T01:00:00+00:00", "symbol": "DJT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "yes I'm still holding my shorts I opened at $78.50. I said I was holding it to 0 and I meant it.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding short DJT from $78.50, targeting zero.", "resolved_tickers": ["DJT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "original", "lang": "en", "tweet_text": "$DJT reports revenue of $900,000.  No, I'm not missing a comma.  Their Q1 loss comes in at just over 400 million.  Stock is at an all time low at $8.93 at the close.  And for the record, yes I'm still holding my shorts I opened at $78.50.  I said I was holding it to 0 and I meant it.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.011325071611977489, "ret_signed_m1d": -0.011325071611977489, "alpha_spy_m1d": -0.013597481599155414, "alpha_c_m1d": 0.00044167513318615903, "bench_spy_m1d": -0.0022724099871779257, "bench_c_m1d": 0.011766746745163648, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011325071611977489, "ret_signed_p1d": 0.011325071611977489, "alpha_spy_p1d": 0.009810131620525575, "alpha_c_p1d": 0.01374762546957431, "bench_spy_p1d": -0.0015149399914519135, "bench_c_p1d": 0.002422553857596821, "ret_p1w": -0.06342009861618936, "ret_signed_p1w": 0.06342009861618936, "alpha_spy_p1w": 0.06254093807292116, "alpha_c_p1w": 0.07553293391381566, "bench_spy_p1w": -0.0008791605432681981, "bench_c_p1w": 0.012112835297626301, "ret_p1m": -0.07587769899014207, "ret_signed_p1m": 0.07587769899014207, "alpha_spy_p1m": 0.0728342794890584, "alpha_c_p1m": 0.04040444748324101, "bench_spy_p1m": -0.003043419501083666, "bench_c_p1m": -0.03547325150690106, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.07587769899014207, "alpha_spy_stated": 0.0728342794890584, "alpha_c_stated": 0.04040444748324101, "price_path": [0.2525, 0.2333, 0.2435, 0.2435, 0.1223, 0.1869, 0.1971, 0.145, 0.128, 0.2039, 0.2333, 0.2412, 0.2129, 0.2548, 0.205, 0.2401, 0.2163, 0.1529, 0.1631, 0.1631, 0.1744, 0.1257, 0.1099, 0.1053, 0.1099, 0.034, -0.0193, -0.0283, 0.0249, -0.0062, 0.0408, -0.0272, -0.0408, -0.0125, 0.051, 0.026, 0.0396, 0.0396, 0.0623, 0.0419, 0.0838, 0.0487, 0.0634, 0.0872, 0.1268, 0.1552, 0.1155, 0.1619, 0.1552, 0.1121, 0.0736, 0.0385, 0.0589, 0.1268, 0.0374, 0.0385, 0.0362, 0.0634, 0.0419, 0.0419, 0.0306, 0.0215, 0.0113, 0.0, -0.0113, 0.0136, 0.0136, -0.0181, -0.0634, -0.094, -0.0872, -0.0997, -0.0997, -0.0997, -0.0623, -0.0294, 0.0079, 0.0544, 0.0725, 0.0238, -0.0227, -0.0034, -0.0634, -0.077, -0.0759, -0.1178, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2047390701252645197", "ticker_idx": 0, "ts": "2026-04-23T19:02:36+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla has a valuation of 1.4T when in actuality it's worth maybe 500 billion, and it has no way to sustain those numbers", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Short TSLA: current $1.4T valuation unjustified vs ~$500B fair value; fanboi base will split with SpaceX IPO, unsustainable.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "quote", "lang": "en", "tweet_text": "I've been wanting to do this one for a while, actually.  Let's talk about Elmo's \"wealth\".  Or rather, \"good luck actually getting it, Elmo\".\n\nTwitter's global sales are estimated at 2.2B FY 2026, down from the 4.5B it was doing before Elmo bought it.  Xai only had 500 million in sales and is burning over a billion dollars a month in expenses in spite of being behind literally every other AI competitor in the race.  \n\nSo just on X/xai, you've got a company that Elmo paid 44 billion for, burning 15 billion a year in negative cash flow with no path to profitability.  So what does Elmo do?\n\nHe forces SpaceX investors (myself included) to shoulder a purchase of his pet companies for 250 billion.  That's not a real valuation, he used one of his companies to buy another of his companies at 100x trailing earnings, all for the purpose of changing what his \"worth\" is on the Bloomberg list - but with no actual value.\n\nOh, and did I mention he did this while arbitrarily valuing his other company, SpaceX, at 1 trillion dollars in spite of having only 15 billion in revenue and a 5B consolidated loss?  But again, that's what he valued his own company at, so the Bloomberg wealth valuation changes to reflect it.\n\nNow, full disclosure, I'm a VERY unhappy SpaceX investor eagerly awaiting my ability to use Tesla bros as exit liquidity.  I'm somewhat limited on what I can say about SpaceX in general because of this conflict, but I can say that forcing us to bail out Elmo by purchasing his dogshit xai/X vessels at an absolutely absurd valuation while providing absolutely no synergies for SpaceX itself isn't exactly what any of us signed up for.\n\nEven absent that should-be-criminal move on his part, SpaceX  revenues on their own are somewhat questionable, given that the satellites for Starlink only last 5 years, which is a real problem when you're only operating at 25% annualized growth.\n\nFor those who haven't been able to keep up with what I'm saying:  SpaceX was never worth 1 trillion, and the xai/X acquisition was a negative value proposition for SpaceX, driving its actual value lower, not higher.\n\nTHEN, as if all this weren't enough, SpaceX decides to IPO, gets the NASDAQ to change its rules so that institutional investors are FORCED to buy the stock as a representative member of the N100, and sets a valuation of 2 trillion dollars on that 15 billion revenue - again, with no justification, just \"vibes\" from Elmo.  So everybody gets told that SpaceX at 90x forward earnings on a company that stopped being profitable the moment xai/X was folded into it is a fair price, and Elmo's number on the Bloomberg list gets adjusted in kind.  1 look at the S-1 should have any would-be investor running for the hills.  Current investors aren't looking to acquire more - he diluted most of them against their wishes and will to facilitate his mergers with himself (I am one of the VERY lucky few who thought ahead to ensure my equity was not subject to dilution, so it didn't affect me the way it did them).\n\nIn truth, SpaceX is worth maybe 200 billion all-in, and there's no getting around that.\n\nThen we look at the $TSLA front, where the company has a valuation of 1.4T when in actuality it's worth maybe 500 billion, and it has no way to sustain those numbers as Elmo fanbois will split themselves between $TSLA and SpaceX, they won't be able to sustain both tickers.  And Tesla itself is being propped up BY SPACEX in the form of Elmo forcing SpaceX to buy a bunch of Tesla fleet (including almost 20% of all Cybertrucks produced) in order to buoy Tesla's sales numbers.\n\nElmo's entire venture is one giant internal loop of funneling a finite amount of cash between his various ventures without actually creating any value.\n\nSo....to tie this all back to my original sentence:\n\nWhat Elmo is worth \"on paper\" is nowhere near what he's actually worth.  Good luck him getting it if he wanted it.  The act of him trying to unwind his equity in any of his companies would crush the valuations so hard that he'd be lucky to get 10 cents on the dollar for it.  He's a classic example of having significantly less liquidity than his balance sheet displays, and most of his \"worth\" is tied up in shady ass accounting practices to artificially inflate the value of his holdings without regard for the fact the buyers to help him realize that wealth don't exist.\n\nNot saying he's not the richest dude on earth even factoring all this in, but that Bloomberg number only exists on Bloomberg.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Frankly it aged like a fine wine.\n\nIt made Tesla a sales success &amp; Elon the richest man in the world.\n\nThe road to both unfathomable riches and ultimate political power is paved with same things.\nNot delivering great things - promising to deliver great things. Fraud is now legal.", "parent_author": null, "ret_m1d": 0.03689930562955901, "ret_signed_m1d": -0.03689930562955901, "alpha_spy_m1d": -0.033003462989897425, "alpha_c_m1d": -0.02679226925282041, "bench_spy_m1d": 0.003895842639661584, "bench_c_m1d": 0.010107036376738598, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0069035282132037246, "ret_signed_p1d": -0.0069035282132037246, "alpha_spy_p1d": 0.0008457697468204906, "alpha_c_p1d": 0.0011651365980180906, "bench_spy_p1d": 0.007749297960024215, "bench_c_p1d": 0.008068664811221815, "ret_p1w": 0.021165588237912036, "ret_signed_p1w": -0.021165588237912036, "alpha_spy_p1w": -0.006753899676156028, "alpha_c_p1w": -0.01598467587661445, "bench_spy_p1w": 0.014411688561756009, "bench_c_p1w": 0.005180912361297585, "ret_p1m": 0.13991760776550355, "ret_signed_p1m": -0.13991760776550355, "alpha_spy_p1m": -0.08742272202819024, "alpha_c_p1m": -0.12768724877507442, "bench_spy_p1m": 0.05249488573731331, "bench_c_p1m": 0.012230358990429124, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13991760776550355, "alpha_spy_stated": -0.08742272202819024, "alpha_c_stated": -0.12768724877507442, "price_path": [0.1645, 0.153, 0.1545, 0.1146, 0.1517, 0.1287, 0.1291, 0.0864, 0.0629, 0.1, 0.1167, 0.1378, 0.146, 0.116, 0.117, 0.117, 0.0988, 0.1006, 0.1017, 0.1019, 0.0699, 0.0954, 0.1169, 0.0933, 0.077, 0.0792, 0.0501, 0.0862, 0.0852, 0.0616, 0.0668, 0.0683, 0.0912, 0.057, 0.0468, 0.0584, 0.0684, 0.051, 0.0176, -0.0154, 0.0191, 0.0249, 0.0327, -0.0043, -0.0318, -0.0493, -0.0053, 0.0202, -0.0351, -0.0351, -0.0559, -0.0724, -0.0815, -0.0752, -0.0663, -0.057, -0.0255, 0.0488, 0.0406, 0.072, 0.0503, 0.034, 0.0369, 0.0, 0.0069, 0.0132, 0.0062, -0.0025, 0.0212, 0.0458, 0.0503, 0.0419, 0.0669, 0.1019, 0.1462, 0.1907, 0.1598, 0.1915, 0.1862, 0.1298, 0.0971, 0.0813, 0.1165, 0.1181, 0.1399, 0.1399, 0.1602, 0.1783, 0.183, 0.1661, 0.1128, 0.1338, 0.1337, 0.1197, 0.0462, 0.0943, 0.0614, 0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051708503455301879", "ticker_idx": 0, "ts": "2026-05-05T17:00:00+00:00", "symbol": "GME", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "GME's options explode in value", "tweet_type": "analysis", "timeline": "unspecified", "summary": "GME options poised to explode if a counter-bidder emerges; eBay undervalued relative to the bid given renewed resale demand.", "resolved_tickers": ["GME"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Specialty Retail'", "bench_c_industry": "Specialty Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "And $GME has debt financing, as well.\n\nHere's the thing:  I don't even think anybody WANTS a $GME/ Ebay  merger to happen, not even RC. If you dig down a bit, you'll see that $GME has options contracts worth a little over 22 million shares.  And eBay itself has been killing it lately, especially as people have taken a renewed interest in selling the shit they have around the house trying to make ends meet.  It's probably worth more than the bid. \n\nFrom RC's perspective, if he can get another bidder to come out of the woodwork to one-up it, this is an easy win for him by which GME's options explode in value.\n\nEven if the offer is completely serious, it's not nearly as leveraged as the $PSKY / $WBD merger, and people never said shit about that.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore That deal had backing from one of the largest PE firms in the world and the investment arm of Singapore. Explain the similarity to this deal.", "parent_author": null, "ret_m1d": -0.0160957241855747, "ret_signed_m1d": -0.0160957241855747, "alpha_spy_m1d": -0.008137381604107374, "alpha_c_m1d": -0.013131393915178036, "bench_spy_m1d": -0.007958342581467326, "bench_c_m1d": -0.0029643302703966645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.038794905151321224, "ret_signed_p1d": 0.038794905151321224, "alpha_spy_p1d": 0.024895465706303632, "alpha_c_p1d": 0.023549685735633208, "bench_spy_p1d": 0.013899439445017592, "bench_c_p1d": 0.015245219415688016, "ret_p1w": -0.0767642896468359, "ret_signed_p1w": -0.0767642896468359, "alpha_spy_p1w": -0.09667389180729002, "alpha_c_p1w": -0.0786276014218148, "bench_spy_p1w": 0.01990960216045412, "bench_c_p1w": 0.001863311774978893, "ret_p1m": -0.08460583061452842, "ret_signed_p1m": -0.08460583061452842, "alpha_spy_p1m": -0.12670479835411352, "alpha_c_p1m": -0.07325666197428016, "bench_spy_p1m": 0.0420989677395851, "bench_c_p1m": -0.011349168640248264, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.08460583061452842, "alpha_spy_stated": -0.12670479835411352, "alpha_c_stated": -0.07325666197428016, "price_path": [0.019, 0.031, 0.0169, 0.0243, -0.0008, -0.0293, -0.0272, -0.0272, -0.04, -0.0149, -0.0136, -0.033, -0.0243, -0.019, -0.0004, -0.0054, -0.0083, -0.0012, -0.0169, -0.0149, -0.0144, 0.0058, 0.0235, 0.0058, 0.0095, 0.0083, -0.0289, -0.0392, -0.0264, -0.0359, -0.0413, -0.0685, -0.0495, -0.0586, -0.0475, -0.0689, -0.0879, -0.0809, -0.0491, -0.0607, -0.0359, -0.0359, -0.0475, -0.033, -0.0545, -0.0561, -0.0417, -0.0343, -0.0083, 0.0231, 0.0392, 0.0132, 0.0285, 0.0095, 0.059, 0.0322, 0.0297, 0.0487, 0.0355, 0.012, 0.0297, 0.0949, -0.0161, 0.0, 0.0388, -0.0107, 0.0021, -0.0437, -0.0768, -0.0887, -0.1081, -0.109, -0.0957, -0.0879, -0.0693, -0.0718, -0.0937, -0.0937, -0.0957, -0.1052, -0.1052, -0.1259, -0.1184, -0.1366, -0.0846, -0.0809, -0.1003, -0.0813, -0.0805, -0.0747, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051708503455301879", "ticker_idx": 1, "ts": "2026-05-05T17:00:00+00:00", "symbol": "EBAY", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "eBay itself has been killing it lately, especially as people have taken a renewed interest in selling the shit they have around the house trying to make ends meet. It's probably worth more than the bid", "tweet_type": "analysis", "timeline": "unspecified", "summary": "GME options poised to explode if a counter-bidder emerges; eBay undervalued relative to the bid given renewed resale demand.", "resolved_tickers": ["EBAY"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Internet Retail'", "bench_c_industry": "Internet Retail", "unit_kind": "quote", "lang": "en", "tweet_text": "And $GME has debt financing, as well.\n\nHere's the thing:  I don't even think anybody WANTS a $GME/ Ebay  merger to happen, not even RC. If you dig down a bit, you'll see that $GME has options contracts worth a little over 22 million shares.  And eBay itself has been killing it lately, especially as people have taken a renewed interest in selling the shit they have around the house trying to make ends meet.  It's probably worth more than the bid. \n\nFrom RC's perspective, if he can get another bidder to come out of the woodwork to one-up it, this is an easy win for him by which GME's options explode in value.\n\nEven if the offer is completely serious, it's not nearly as leveraged as the $PSKY / $WBD merger, and people never said shit about that.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore That deal had backing from one of the largest PE firms in the world and the investment arm of Singapore. Explain the similarity to this deal.", "parent_author": null, "ret_m1d": 0.0386661449042105, "ret_signed_m1d": 0.0386661449042105, "alpha_spy_m1d": 0.046624487485677824, "alpha_c_m1d": 0.04163047517460716, "bench_spy_m1d": -0.007958342581467326, "bench_c_m1d": -0.0029643302703966645, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.02745583528897355, "ret_signed_p1d": 0.02745583528897355, "alpha_spy_p1d": 0.01355639584395596, "alpha_c_p1d": 0.012210615873285535, "bench_spy_p1d": 0.013899439445017592, "bench_c_p1d": 0.015245219415688016, "ret_p1w": 0.048831500187229704, "ret_signed_p1w": 0.048831500187229704, "alpha_spy_p1w": 0.028921898026775583, "alpha_c_p1w": 0.04696818841225081, "bench_spy_p1w": 0.01990960216045412, "bench_c_p1w": 0.001863311774978893, "ret_p1m": 0.03668707684328276, "ret_signed_p1m": 0.03668707684328276, "alpha_spy_p1m": -0.0054118908963023404, "alpha_c_p1m": 0.048036245483531026, "bench_spy_p1m": 0.0420989677395851, "bench_c_p1m": -0.011349168640248264, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.03668707684328276, "alpha_spy_stated": -0.0054118908963023404, "alpha_c_stated": 0.048036245483531026, "price_path": [-0.1808, -0.1805, -0.1728, -0.1717, -0.2152, -0.2481, -0.22, -0.22, -0.243, -0.2219, -0.1975, -0.1661, -0.2017, -0.1923, -0.192, -0.1677, -0.1397, -0.1594, -0.1513, -0.1381, -0.119, -0.1192, -0.1173, -0.1368, -0.129, -0.145, -0.1322, -0.1316, -0.1107, -0.1282, -0.1379, -0.1547, -0.1464, -0.1535, -0.1492, -0.1504, -0.1642, -0.1639, -0.1353, -0.1152, -0.1056, -0.1056, -0.0717, -0.0879, -0.0805, -0.092, -0.0937, -0.0675, -0.0462, -0.0499, -0.0314, -0.0058, 0.0178, 0.0013, 0.0035, -0.0177, -0.0695, -0.0472, -0.0466, -0.014, -0.0169, -0.0113, 0.0387, 0.0, 0.0275, 0.011, 0.0231, 0.0273, 0.0488, 0.0736, 0.0758, 0.1033, 0.0871, 0.0853, 0.1302, 0.1128, 0.0997, 0.0997, 0.0955, 0.0485, 0.0653, 0.041, 0.0513, 0.0373, 0.0367, 0.0398, 0.0417, 0.0331, 0.0352, 0.0137, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2051361217839845546", "ticker_idx": 0, "ts": "2026-05-04T18:00:01+00:00", "symbol": "BRK-A", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I haven't sold a single share of Berkshire in over 15 years, and I'm not starting now.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Ongoing long BRK.A; reaffirms no intention to sell despite post-Buffett market-cap erosion and mixed meeting impressions.", "resolved_tickers": ["BRK-A"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Insurance - Diversified", "unit_kind": "quote", "lang": "en", "tweet_text": "I like him.  I think he worked under WB, CM, and TW's wing enough to where he understands the assignment.\n\nThat said, apparently more of $BRK.A's market cap was tied to the legend of WB than I figured, given the ticker's performance this year and the fact that this year's meeting and cookout was NOTABLY less attended.\n\nI haven't sold a single share of Berkshire in over 15 years, and I'm not starting now.  The only thing about the investor meeting I left unsatisfied with was the explanation of why GEICO was underperforming its peers.  The BNSF news offset it for me, though.", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore @ShortMyExistenc @johncardillo What is your opinion of Greg Abel?", "parent_author": null, "ret_m1d": 0.010685980164771847, "ret_signed_m1d": 0.010685980164771847, "alpha_spy_m1d": 0.007009130799817687, "alpha_c_m1d": 0.007009130799817687, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": 0.00367684936495416, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.004019692938146524, "ret_signed_p1d": -0.004019692938146524, "alpha_spy_p1d": -0.012041878823138785, "alpha_c_p1d": -0.012041878823138785, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.008022185884992261, "ret_p1w": 0.025911011824300223, "ret_signed_p1w": 0.025911011824300223, "alpha_spy_p1w": -0.003740354783100308, "alpha_c_p1w": -0.003740354783100308, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.02965136660740053, "ret_p1m": 0.006289218685524789, "ret_signed_p1m": 0.006289218685524789, "alpha_spy_p1m": -0.051592979324722954, "alpha_c_p1m": -0.051592979324722954, "bench_spy_p1m": 0.05788219801024774, "bench_c_p1m": 0.05788219801024774, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.006289218685524789, "alpha_spy_stated": -0.051592979324722954, "alpha_c_stated": -0.051592979324722954, "price_path": [0.0784, 0.0771, 0.0851, 0.0641, 0.0672, 0.065, 0.0665, 0.0692, 0.0692, 0.0742, 0.0643, 0.0616, 0.0622, 0.0532, 0.0547, 0.0558, 0.0718, 0.0771, 0.0245, 0.026, 0.0397, 0.0682, 0.064, 0.0603, 0.0529, 0.0529, 0.0481, 0.0456, 0.0501, 0.0507, 0.0338, 0.0284, 0.0255, 0.0245, 0.022, 0.0173, 0.0138, 0.0013, 0.0141, 0.0218, 0.0192, 0.0192, 0.0192, 0.0195, 0.02, 0.0252, 0.0357, 0.0245, 0.0256, 0.0199, 0.012, 0.0141, 0.0125, 0.0056, 0.0013, 0.0003, 0.0048, 0.0028, 0.0083, 0.021, 0.0145, 0.013, 0.0107, 0.0, -0.004, 0.0045, 0.0192, 0.0208, 0.0259, 0.0366, 0.0352, 0.0347, 0.0299, 0.0387, 0.0253, 0.0257, 0.0222, 0.0368, 0.0368, 0.0309, 0.0231, 0.0183, 0.0115, 0.0034, 0.0063, 0.0155, 0.0222, 0.0438, 0.034, 0.0385, 0.0344, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047359856752169080", "ticker_idx": 0, "ts": "2026-04-23T17:00:02+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla is a disaster. 11 BILLION dollars of liability for Tesla, JUST on the refunds for FSD, let alone the breach claims and investor suits. And make no mistake, the class action suits will be FLYING.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TSLA: FSD fraud exposes $11B+ in refund liability, class-action suits, and no viable fix timeline.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "The disaster that is $TSLA's earnings, pt. 3:  The numbers from the FSD myth\n\nOf all the mistakes Elmo made during yesterday's earnings call, none was more striking than this:  He admitted that full-self-driving is not possible on HW3.  This is something those of us who understand the tech have been saying for years, as Tesla's reliance on vision systems instead of LIDAR comes with inherent limitations.\n\nElmo stated that in order for cars that he has been promising would be FSD capable from 2017 forward, they would need a complete replacement of the onboard computer AND all of the cameras.  He then proposed a solution of, rather than honoring the terms of the contract $TSLA established with every car buyer from the last 9 years (and every investor over that time), he was going to offer what amounts to a COUPON for a discount on a new Tesla.\n\nThe obvious problem here is, you can't breach a contract with everybody and then tell people who likely don't WANT to buy a new Tesla (myself included) that that's how you're going to handle it.  And, given that Tesla's inventory (even after he pulled some shenanigans with purchases with his other companies, more on that later), is all the way up to 27 days, it's obvious people have lost their desire to own these vehicles.  Legally, Tesla is at a minimum required to offer a full refund of FSD purchases over this entire time period (10k/car). \n\nAnyhow, here are the numbers: 1.1 million cars have full FSD purchased (not leased).  That's 11 BILLION dollars of liability for Tesla, JUST on the refunds for FSD, let alone the breach claims and investor suits.  And make no mistake, the class action suits will be FLYING.\n\nThe alternative?  Elmo floated the idea of building \"micro factories\" to build all the computers and cameras necessary to replace all these systems (because he wants to be like Disney and have a policy of \"once he has your money, he never gives it back\").  Well, that won't work.  By Elmo's own admission, one of the big bottlenecks is memory bandwidth.  With RAM prices sky high because of the AI industry (which Elmo has contributed to, ironically enough), the production costs of these systems is way beyond anything Tesla could have projected.  And that's without factoring in the capex necessary to spring up \"micro factories\" all around the country - the construction costs, permitting, equipment, etc. etc.  It's not unreasonable to assume it would cost more than $10,000/unit to stand up production to retrofit these 1.1 million cars.  Now Elmo was super sketchy about this when he was talking, saying that replacement of the hardware might need to be offered...but he left out the part where he's going to be obligated to do it for free.  I would wager, in his mind, that he thinks this might be something he could charge for.\n\nWorth noting here, amidst all these numbers, is that Elmo stated the fix doesn't even exist right now, and Tesla has no timeline for how it thinks it's going to \"solve\" it.  Given Tesla's history of always being years late on deadlines (we're in year 9 of \"FSD level 3 this year\", for example), that's not going to set well with people, especially ones with older FSD capable cars.\n\nTesla is a disaster.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03689930562955901, "ret_signed_m1d": -0.03689930562955901, "alpha_spy_m1d": -0.033003462989897425, "alpha_c_m1d": -0.02679226925282041, "bench_spy_m1d": 0.003895842639661584, "bench_c_m1d": 0.010107036376738598, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0069035282132037246, "ret_signed_p1d": -0.0069035282132037246, "alpha_spy_p1d": 0.0008457697468204906, "alpha_c_p1d": 0.0011651365980180906, "bench_spy_p1d": 0.007749297960024215, "bench_c_p1d": 0.008068664811221815, "ret_p1w": 0.021165588237912036, "ret_signed_p1w": -0.021165588237912036, "alpha_spy_p1w": -0.006753899676156028, "alpha_c_p1w": -0.01598467587661445, "bench_spy_p1w": 0.014411688561756009, "bench_c_p1w": 0.005180912361297585, "ret_p1m": 0.13991760776550355, "ret_signed_p1m": -0.13991760776550355, "alpha_spy_p1m": -0.08742272202819024, "alpha_c_p1m": -0.12768724877507442, "bench_spy_p1m": 0.05249488573731331, "bench_c_p1m": 0.012230358990429124, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13991760776550355, "alpha_spy_stated": -0.08742272202819024, "alpha_c_stated": -0.12768724877507442, "price_path": [0.1645, 0.153, 0.1545, 0.1146, 0.1517, 0.1287, 0.1291, 0.0864, 0.0629, 0.1, 0.1167, 0.1378, 0.146, 0.116, 0.117, 0.117, 0.0988, 0.1006, 0.1017, 0.1019, 0.0699, 0.0954, 0.1169, 0.0933, 0.077, 0.0792, 0.0501, 0.0862, 0.0852, 0.0616, 0.0668, 0.0683, 0.0912, 0.057, 0.0468, 0.0584, 0.0684, 0.051, 0.0176, -0.0154, 0.0191, 0.0249, 0.0327, -0.0043, -0.0318, -0.0493, -0.0053, 0.0202, -0.0351, -0.0351, -0.0559, -0.0724, -0.0815, -0.0752, -0.0663, -0.057, -0.0255, 0.0488, 0.0406, 0.072, 0.0503, 0.034, 0.0369, 0.0, 0.0069, 0.0132, 0.0062, -0.0025, 0.0212, 0.0458, 0.0503, 0.0419, 0.0669, 0.1019, 0.1462, 0.1907, 0.1598, 0.1915, 0.1862, 0.1298, 0.0971, 0.0813, 0.1165, 0.1181, 0.1399, 0.1399, 0.1602, 0.1783, 0.183, 0.1661, 0.1128, 0.1338, 0.1337, 0.1197, 0.0462, 0.0943, 0.0614, 0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2055278249857753548", "ticker_idx": 0, "ts": "2026-05-15T13:24:54+00:00", "symbol": "NOW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "It's almost as though there was a thesis involving $NOW and the AI trade", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bullish NOW holding up amid broad selloff on AI-trade thesis.", "resolved_tickers": ["NOW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Application", "unit_kind": "quote", "lang": "en", "tweet_text": "The market is blood red today (and you knew it was coming if you looked to the bond market).  Know what's not down?\n\n$NOW \n\nIt's almost as though there was a thesis involving $NOW and the AI trade.  But don't try to go out being a hero out there, people.", "reply_text": null, "parent_text": null, "quoted_text": "$NOW 7/17 100c $4", "parent_author": null, "ret_m1d": -0.04806984021767091, "ret_signed_m1d": -0.04806984021767091, "alpha_spy_m1d": -0.06024565932299564, "alpha_c_m1d": -0.06024565932299564, "bench_spy_m1d": 0.012175819105324726, "bench_c_m1d": 0.012175819105324726, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.08783000421715248, "ret_signed_p1d": 0.08783000421715248, "alpha_spy_p1d": 0.08853343983834294, "alpha_c_p1d": 0.08853343983834294, "bench_spy_p1d": -0.0007034356211904624, "bench_c_p1d": -0.0007034356211904624, "ret_p1w": 0.07426104534823197, "ret_signed_p1w": 0.07426104534823197, "alpha_spy_p1w": 0.06550794134256277, "alpha_c_p1w": 0.06550794134256277, "bench_spy_p1w": 0.008753104005669199, "bench_c_p1w": 0.008753104005669199, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.114, 0.134, 0.1294, 0.0968, 0.0603, 0.078, 0.0964, 0.1497, 0.1361, 0.1509, 0.1906, 0.1976, 0.2662, 0.3079, 0.2825, 0.2266, 0.2163, 0.1883, 0.1951, 0.2084, 0.2277, 0.1961, 0.1914, 0.161, 0.167, 0.1008, 0.084, 0.0901, 0.0457, 0.1041, 0.0997, 0.0944, 0.0729, 0.0729, 0.0773, 0.0576, 0.0252, -0.0553, -0.127, -0.0632, -0.0766, -0.0093, 0.0144, 0.0167, 0.0489, 0.0533, 0.0841, -0.1082, -0.0515, -0.0486, -0.0482, -0.065, -0.0711, -0.0411, -0.0326, -0.0322, -0.0633, -0.0156, -0.0409, -0.0377, -0.0638, -0.0844, -0.0481, 0.0, 0.0878, 0.0711, 0.0866, 0.0486, 0.0743, 0.0743, 0.051, 0.0742, 0.1437, 0.3082, 0.4291, 0.3427, 0.2401, 0.2555, 0.1828, 0.2011, 0.1252, 0.1156, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "reply:2047290807544410189", "ticker_idx": 0, "ts": "2026-04-23T12:25:39+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "My number is more like $128 vs. your $50 because I place more value on the AI infrastructure and data they've collected than you do, but it's still well down below where it sits today", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Bearish TSLA with a price target of ~$128, well below current price, giving more credit than the $50 bear case but still materially downside.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "reply_other", "lang": "en", "tweet_text": "I know your history.  I've defended you more than once from the idiots here who don't respect history.  I will say that you and I have different PT's on Tesla specifically.  My number is more like $128 vs. your $50 because I place more value on the AI infrastructure and data they've collected than you do, but it's still well down below where it sits today.\n\nI don't know why you tried to jump on me.  Like I said, I've long defended you from the jackals (exemplar from one quick search  below)", "reply_text": null, "parent_text": "@BonkDaCarnivore @Galtlives I have forgotten more about autos than you will ever know. I was the auto analyst at Fidelity and accompanied my boss Peter Lynch to visit Chrysler and Ford. I was in the room with Lee Iacocca.\nBRO.", "quoted_text": null, "parent_author": "gnoble79", "ret_m1d": 0.03689930562955901, "ret_signed_m1d": -0.03689930562955901, "alpha_spy_m1d": -0.033003462989897425, "alpha_c_m1d": -0.02679226925282041, "bench_spy_m1d": 0.003895842639661584, "bench_c_m1d": 0.010107036376738598, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0069035282132037246, "ret_signed_p1d": -0.0069035282132037246, "alpha_spy_p1d": 0.0008457697468204906, "alpha_c_p1d": 0.0011651365980180906, "bench_spy_p1d": 0.007749297960024215, "bench_c_p1d": 0.008068664811221815, "ret_p1w": 0.021165588237912036, "ret_signed_p1w": -0.021165588237912036, "alpha_spy_p1w": -0.006753899676156028, "alpha_c_p1w": -0.01598467587661445, "bench_spy_p1w": 0.014411688561756009, "bench_c_p1w": 0.005180912361297585, "ret_p1m": 0.13991760776550355, "ret_signed_p1m": -0.13991760776550355, "alpha_spy_p1m": -0.08742272202819024, "alpha_c_p1m": -0.12768724877507442, "bench_spy_p1m": 0.05249488573731331, "bench_c_p1m": 0.012230358990429124, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13991760776550355, "alpha_spy_stated": -0.08742272202819024, "alpha_c_stated": -0.12768724877507442, "price_path": [0.1645, 0.153, 0.1545, 0.1146, 0.1517, 0.1287, 0.1291, 0.0864, 0.0629, 0.1, 0.1167, 0.1378, 0.146, 0.116, 0.117, 0.117, 0.0988, 0.1006, 0.1017, 0.1019, 0.0699, 0.0954, 0.1169, 0.0933, 0.077, 0.0792, 0.0501, 0.0862, 0.0852, 0.0616, 0.0668, 0.0683, 0.0912, 0.057, 0.0468, 0.0584, 0.0684, 0.051, 0.0176, -0.0154, 0.0191, 0.0249, 0.0327, -0.0043, -0.0318, -0.0493, -0.0053, 0.0202, -0.0351, -0.0351, -0.0559, -0.0724, -0.0815, -0.0752, -0.0663, -0.057, -0.0255, 0.0488, 0.0406, 0.072, 0.0503, 0.034, 0.0369, 0.0, 0.0069, 0.0132, 0.0062, -0.0025, 0.0212, 0.0458, 0.0503, 0.0419, 0.0669, 0.1019, 0.1462, 0.1907, 0.1598, 0.1915, 0.1862, 0.1298, 0.0971, 0.0813, 0.1165, 0.1181, 0.1399, 0.1399, 0.1602, 0.1783, 0.183, 0.1661, 0.1128, 0.1338, 0.1337, 0.1197, 0.0462, 0.0943, 0.0614, 0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2052810769792664039", "ticker_idx": 0, "ts": "2026-05-08T18:00:01+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "3 months from now there's going to be a 'surprise' beat. Don't say you weren't warned.", "tweet_type": "analysis", "timeline": "quarters", "summary": "Long NVDA: $INTC stake gains will show up in Q2 earnings as a surprise beat in ~3 months.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "I've been meaning to do this post for months, but am just getting around to it today:  Did you know $NVDA is one of the best trade desks out there?  It's true.\n\n$NVDA   spent 5 billion dollars on $INTC  shares, and that investment is now worth 25 billion.\n\nThen they put 2B into $SNPS.  Another cool 400 million nobody talks about.\n\n$CRWV?  22.9 million shares at $87.20, 17.9 million more pre-IPO for $5.58 a share.  Another 6.25 at IPO for $40 a share. That's 2.35 billion, now worth 5.3.\n\nThen we have $NBIS.  2 billion in, 3.8 billion today.\n\nAll said and told, they circulated 11.35 billion to these companies in exchange for equity worth 36.5 billion today...and most of the money they gave for this equity?  The companies gave right back to $NVDA to buy more GPUs.\n\nThe $INTC investment is particularly notable in this instance, because the gains for that are going to show up in their Q2 earnings this year, which means 3 months from now there's going to be a \"surprise\" beat.\n\nDon't say you weren't warned.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.017193314454839626, "ret_signed_m1d": -0.017193314454839626, "alpha_spy_m1d": -0.009004846046544723, "alpha_c_m1d": 0.029475947145142567, "bench_spy_m1d": -0.008188468408294902, "bench_c_m1d": -0.04666926159998219, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.01970259096216065, "ret_signed_p1d": 0.01970259096216065, "alpha_spy_p1d": 0.017425005366729085, "alpha_c_p1d": 0.0024575245764333342, "bench_spy_p1d": 0.002277585595431564, "bench_c_p1d": 0.017245066385727315, "ret_p1w": 0.047026076442920894, "ret_signed_p1w": 0.047026076442920894, "alpha_spy_p1w": 0.04492473997803503, "alpha_c_p1w": 0.06503001538363007, "bench_spy_p1w": 0.0021013364648858612, "bench_c_p1w": -0.018003938940709174, "ret_p1m": -0.029353310434091062, "ret_signed_p1m": -0.029353310434091062, "alpha_spy_p1m": -0.03152241593086291, "alpha_c_p1m": -0.08516577970993344, "bench_spy_p1m": 0.0021691054967718504, "bench_c_p1m": 0.05581246927584238, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 63, "stated_label": "p3m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1239, -0.1169, -0.1314, -0.1506, -0.1506, -0.1405, -0.1265, -0.1269, -0.118, -0.1099, -0.1039, -0.0913, -0.1409, -0.1767, -0.1521, -0.1634, -0.1495, -0.1481, -0.1737, -0.1513, -0.1414, -0.1355, -0.149, -0.1624, -0.1486, -0.1546, -0.1617, -0.1703, -0.1975, -0.1838, -0.1859, -0.1697, -0.2043, -0.2216, -0.2325, -0.1896, -0.1833, -0.1757, -0.1757, -0.1745, -0.1724, -0.1539, -0.1454, -0.1235, -0.1203, -0.0868, -0.0759, -0.0783, -0.0628, -0.0611, -0.0712, -0.059, -0.0723, -0.0322, 0.0066, -0.0094, -0.0276, -0.0726, -0.0778, -0.0777, -0.0869, -0.0342, -0.0172, 0.0, 0.0197, 0.0259, 0.0494, 0.0954, 0.047, 0.0331, 0.0251, 0.0384, 0.02, 0.0006, 0.0006, -0.0016, -0.0121, -0.0044, -0.0189, 0.0426, 0.0354, -0.0021, 0.0173, -0.0458, -0.0294, -0.0314, -0.0676, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2048754047864438963", "ticker_idx": 0, "ts": "2026-04-27T13:20:03+00:00", "symbol": "STX", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they've got plenty more to give you", "tweet_type": "analysis", "timeline": "weeks", "summary": "Cautious on META/MSFT at resistance and AMZN/GOOGL at ATH into earnings; long STX/WDC/SNDK despite gains, with broader market headwinds from seasonality and macro.", "resolved_tickers": ["STX"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Market analysis for the week:  Part of this could actually be labeled a market analysis for the summer.\n\nHere's the good news:  The markets have finally started to ignore Trump's on-again-off-again war crimes bonanza, so it's slightly less headline driven than it has been the last couple of months.  And the theatrical rendition of the correspondent's dinner over the weekend isn't going to move it.\n\nHere's the not-so-good news:  On the shorter time-frame, this is the most important week of the quarter from an earnings perspective, with 5 of the 7 most important tickers on the market reporting.  And, unfortunately for those looking for easy wins, 2 of them ( $META, $MSFT) are at levels that have resulted in them being punished regardless of earnings previously (420 and 700, respectively).  2 more - $AMZN and $GOOGL - are trading at all time highs.  This puts all 4 of their upside potentials - and, by proxy due to their weight in the indices, the entire market - in a very shaky place.\n\nWhen we look at the rest of the earnings calendar, there are even more vertical inducing minefields.  $DPZ reports before the bell, and while you'll be forgiven thinking they're unimportant, they speak to the health of the consumer and the odds are really good they're going to say the consumer has problems.  $GM takes a swing on Tuesday; $F and $CMG on Wednesday...same story.  The credit card companies are on deck this week - they'll probably be OK, since $AXP led the way last week.\n\nThen we have the AI infrastructure trade.  Cavebaby classic $BE and yes-it's-an-AI-stock $CAT are up - both are going to report strong numbers, but they're at such eye-watering valuations right now that I'm not sure it will matter.  Top-5-stocks-of-the-year darlings $STX, $WDC and $SNDK are also in this week.  You're up an absolutely insane amount on these tickers, and they've got plenty more to give you....but maybe pull back enough cash to buy that new fishing boat with some of your gains, just to be sure due to the headwinds above (and now, below)\n\nThat other headwind?  Longtime followers have heard me talk about this for years now, but the old \"sell in May and go away\" phenomena.  While an outdated practice in the era of digital access to portfolios (this philosophy dates back to 18th century England and was a common practice in the US dating to about the 70's as institutional investors went to summer at Cape Cod) , it still has legs in the modern market.  For those who don't know, it's the concept of old money selling assets in May for the summer months because A) they'll be traveling and B) because returns during the summer months tend to be muted, so the risk:reward ratio gets out of skew.  With markets at all time highs, geopolitical uncertainty, the fact we can't go a single damn weekend without Trump trying to ruin it for everybody, and pent up luxury travel demand this year, there are a LOT more headwinds than tailwinds this week when you combine everything in the prior paragraphs with the fact that there WILL be selling to close out this week as liquidity leaves the markets.\n\nThere's also a note I want to make about China's industrial output and what it means for my EOY recommendation last year to look to emerging markets for the best opportunities (which was correct), but I've got a whole other post on that in the hopper for later in the day.  Just understand that there was data released overnight that will further make people aware that these markets are a safer haven than our own.\n\nTL:DR:  Danger!  Danger Will Robinson!\n\n(And, if you made it this far, pharma stocks look interesting this week - $LLY, $MRK, and $MRNA.  But understand the structure before just blindly jumping in to think you know what I mean by that)\n\n---\n\nOh great, the site didn't take early morning edits I made to this after writing it out last night.\n\nIt completely excluded the fact we've got the Fed meeting on Wednesday, and China blocking an important $META acquisition.  Well, you got the sentiment well enough.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.01612792533113716, "ret_signed_m1d": -0.01612792533113716, "alpha_spy_m1d": -0.01440808180003006, "alpha_c_m1d": -0.013948152723859963, "bench_spy_m1d": -0.0017198435311071014, "bench_c_m1d": -0.0021797726072771972, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028244816682492457, "ret_signed_p1d": -0.028244816682492457, "alpha_spy_p1d": -0.023378867954346294, "alpha_c_p1d": -0.011305157364853047, "bench_spy_p1d": -0.004865948728146163, "bench_c_p1d": -0.01693965931763941, "ret_p1w": 0.2394522139149835, "ret_signed_p1w": 0.2394522139149835, "alpha_spy_p1w": 0.23548109247066318, "alpha_c_p1w": 0.23023507708973145, "bench_spy_p1w": 0.003971121444320325, "bench_c_p1w": 0.009217136825252048, "ret_p1m": 0.419393868622709, "ret_signed_p1m": 0.419393868622709, "alpha_spy_p1m": 0.3698671200290642, "alpha_c_p1m": 0.26637654941801725, "bench_spy_p1m": 0.04952674859364481, "bench_c_p1m": 0.15301731920469175, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.419393868622709, "alpha_spy_stated": 0.3698671200290642, "alpha_c_stated": 0.26637654941801725, "price_path": [-0.2579, -0.2519, -0.317, -0.2747, -0.2554, -0.2987, -0.3207, -0.2807, -0.288, -0.3362, -0.3177, -0.2777, -0.2863, -0.2863, -0.3032, -0.2894, -0.3148, -0.3113, -0.3175, -0.3365, -0.2933, -0.3137, -0.3167, -0.3642, -0.4009, -0.3717, -0.3846, -0.4089, -0.3729, -0.3562, -0.3534, -0.3735, -0.3572, -0.3319, -0.2945, -0.3185, -0.2719, -0.3111, -0.3231, -0.2881, -0.3065, -0.3643, -0.3621, -0.3918, -0.3425, -0.2899, -0.2794, -0.2794, -0.2393, -0.2134, -0.1671, -0.1596, -0.1556, -0.1386, -0.1048, -0.128, -0.1075, -0.0807, -0.0942, -0.0603, -0.0268, -0.0138, -0.0161, 0.0, -0.0282, 0.0796, 0.1305, 0.22, 0.2395, 0.2939, 0.3198, 0.2863, 0.3135, 0.3997, 0.3574, 0.3717, 0.3506, 0.335, 0.2433, 0.2307, 0.2605, 0.3602, 0.364, 0.364, 0.4194, 0.4612, 0.4781, 0.4765, 0.5461, 0.5551, 0.5787, 0.554, 0.4223, 0.4714, 0.4198, 0.3694, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2048754047864438963", "ticker_idx": 1, "ts": "2026-04-27T13:20:03+00:00", "symbol": "WDC", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they've got plenty more to give you", "tweet_type": "analysis", "timeline": "weeks", "summary": "Cautious on META/MSFT at resistance and AMZN/GOOGL at ATH into earnings; long STX/WDC/SNDK despite gains, with broader market headwinds from seasonality and macro.", "resolved_tickers": ["WDC"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Market analysis for the week:  Part of this could actually be labeled a market analysis for the summer.\n\nHere's the good news:  The markets have finally started to ignore Trump's on-again-off-again war crimes bonanza, so it's slightly less headline driven than it has been the last couple of months.  And the theatrical rendition of the correspondent's dinner over the weekend isn't going to move it.\n\nHere's the not-so-good news:  On the shorter time-frame, this is the most important week of the quarter from an earnings perspective, with 5 of the 7 most important tickers on the market reporting.  And, unfortunately for those looking for easy wins, 2 of them ( $META, $MSFT) are at levels that have resulted in them being punished regardless of earnings previously (420 and 700, respectively).  2 more - $AMZN and $GOOGL - are trading at all time highs.  This puts all 4 of their upside potentials - and, by proxy due to their weight in the indices, the entire market - in a very shaky place.\n\nWhen we look at the rest of the earnings calendar, there are even more vertical inducing minefields.  $DPZ reports before the bell, and while you'll be forgiven thinking they're unimportant, they speak to the health of the consumer and the odds are really good they're going to say the consumer has problems.  $GM takes a swing on Tuesday; $F and $CMG on Wednesday...same story.  The credit card companies are on deck this week - they'll probably be OK, since $AXP led the way last week.\n\nThen we have the AI infrastructure trade.  Cavebaby classic $BE and yes-it's-an-AI-stock $CAT are up - both are going to report strong numbers, but they're at such eye-watering valuations right now that I'm not sure it will matter.  Top-5-stocks-of-the-year darlings $STX, $WDC and $SNDK are also in this week.  You're up an absolutely insane amount on these tickers, and they've got plenty more to give you....but maybe pull back enough cash to buy that new fishing boat with some of your gains, just to be sure due to the headwinds above (and now, below)\n\nThat other headwind?  Longtime followers have heard me talk about this for years now, but the old \"sell in May and go away\" phenomena.  While an outdated practice in the era of digital access to portfolios (this philosophy dates back to 18th century England and was a common practice in the US dating to about the 70's as institutional investors went to summer at Cape Cod) , it still has legs in the modern market.  For those who don't know, it's the concept of old money selling assets in May for the summer months because A) they'll be traveling and B) because returns during the summer months tend to be muted, so the risk:reward ratio gets out of skew.  With markets at all time highs, geopolitical uncertainty, the fact we can't go a single damn weekend without Trump trying to ruin it for everybody, and pent up luxury travel demand this year, there are a LOT more headwinds than tailwinds this week when you combine everything in the prior paragraphs with the fact that there WILL be selling to close out this week as liquidity leaves the markets.\n\nThere's also a note I want to make about China's industrial output and what it means for my EOY recommendation last year to look to emerging markets for the best opportunities (which was correct), but I've got a whole other post on that in the hopper for later in the day.  Just understand that there was data released overnight that will further make people aware that these markets are a safer haven than our own.\n\nTL:DR:  Danger!  Danger Will Robinson!\n\n(And, if you made it this far, pharma stocks look interesting this week - $LLY, $MRK, and $MRNA.  But understand the structure before just blindly jumping in to think you know what I mean by that)\n\n---\n\nOh great, the site didn't take early morning edits I made to this after writing it out last night.\n\nIt completely excluded the fact we've got the Fed meeting on Wednesday, and China blocking an important $META acquisition.  Well, you got the sentiment well enough.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.008160074980396503, "ret_signed_m1d": 0.008160074980396503, "alpha_spy_m1d": 0.009879918511503605, "alpha_c_m1d": 0.0103398475876737, "bench_spy_m1d": -0.0017198435311071014, "bench_c_m1d": -0.0021797726072771972, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.024305632259364884, "ret_signed_p1d": -0.024305632259364884, "alpha_spy_p1d": -0.01943968353121872, "alpha_c_p1d": -0.007365972941725474, "bench_spy_p1d": -0.004865948728146163, "bench_c_p1d": -0.01693965931763941, "ret_p1w": 0.103885387978913, "ret_signed_p1w": 0.103885387978913, "alpha_spy_p1w": 0.09991426653459268, "alpha_c_p1w": 0.09466825115366095, "bench_spy_p1w": 0.003971121444320325, "bench_c_p1w": 0.009217136825252048, "ret_p1m": 0.3092356329342738, "ret_signed_p1m": 0.3092356329342738, "alpha_spy_p1m": 0.259708884340629, "alpha_c_p1m": 0.15621831372958206, "bench_spy_p1m": 0.04952674859364481, "bench_c_p1m": 0.15301731920469175, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.3092356329342738, "alpha_spy_stated": 0.259708884340629, "alpha_c_stated": 0.15621831372958206, "price_path": [-0.3024, -0.3056, -0.3759, -0.326, -0.2761, -0.328, -0.351, -0.2952, -0.2867, -0.3451, -0.3172, -0.2914, -0.2977, -0.2977, -0.2914, -0.2603, -0.29, -0.2878, -0.3006, -0.3251, -0.2743, -0.296, -0.3024, -0.3264, -0.3749, -0.3483, -0.3536, -0.388, -0.346, -0.3357, -0.3292, -0.3482, -0.3205, -0.2858, -0.2169, -0.2391, -0.2091, -0.2686, -0.2644, -0.2487, -0.261, -0.3179, -0.3129, -0.372, -0.325, -0.257, -0.2639, -0.2639, -0.241, -0.2215, -0.1546, -0.1568, -0.143, -0.1262, -0.0861, -0.0892, -0.0974, -0.0704, -0.0664, -0.0422, -0.029, 0.006, 0.0082, 0.0, -0.0243, 0.03, 0.0843, 0.0768, 0.1039, 0.161, 0.2057, 0.1577, 0.1978, 0.2872, 0.2196, 0.233, 0.2206, 0.2029, 0.1446, 0.1374, 0.147, 0.2139, 0.2085, 0.2085, 0.3092, 0.3241, 0.3255, 0.3256, 0.363, 0.4052, 0.4826, 0.4361, 0.2773, 0.3153, 0.2923, 0.2233, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2048754047864438963", "ticker_idx": 2, "ts": "2026-04-27T13:20:03+00:00", "symbol": "SNDK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "they've got plenty more to give you", "tweet_type": "analysis", "timeline": "weeks", "summary": "Cautious on META/MSFT at resistance and AMZN/GOOGL at ATH into earnings; long STX/WDC/SNDK despite gains, with broader market headwinds from seasonality and macro.", "resolved_tickers": ["SNDK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Market analysis for the week:  Part of this could actually be labeled a market analysis for the summer.\n\nHere's the good news:  The markets have finally started to ignore Trump's on-again-off-again war crimes bonanza, so it's slightly less headline driven than it has been the last couple of months.  And the theatrical rendition of the correspondent's dinner over the weekend isn't going to move it.\n\nHere's the not-so-good news:  On the shorter time-frame, this is the most important week of the quarter from an earnings perspective, with 5 of the 7 most important tickers on the market reporting.  And, unfortunately for those looking for easy wins, 2 of them ( $META, $MSFT) are at levels that have resulted in them being punished regardless of earnings previously (420 and 700, respectively).  2 more - $AMZN and $GOOGL - are trading at all time highs.  This puts all 4 of their upside potentials - and, by proxy due to their weight in the indices, the entire market - in a very shaky place.\n\nWhen we look at the rest of the earnings calendar, there are even more vertical inducing minefields.  $DPZ reports before the bell, and while you'll be forgiven thinking they're unimportant, they speak to the health of the consumer and the odds are really good they're going to say the consumer has problems.  $GM takes a swing on Tuesday; $F and $CMG on Wednesday...same story.  The credit card companies are on deck this week - they'll probably be OK, since $AXP led the way last week.\n\nThen we have the AI infrastructure trade.  Cavebaby classic $BE and yes-it's-an-AI-stock $CAT are up - both are going to report strong numbers, but they're at such eye-watering valuations right now that I'm not sure it will matter.  Top-5-stocks-of-the-year darlings $STX, $WDC and $SNDK are also in this week.  You're up an absolutely insane amount on these tickers, and they've got plenty more to give you....but maybe pull back enough cash to buy that new fishing boat with some of your gains, just to be sure due to the headwinds above (and now, below)\n\nThat other headwind?  Longtime followers have heard me talk about this for years now, but the old \"sell in May and go away\" phenomena.  While an outdated practice in the era of digital access to portfolios (this philosophy dates back to 18th century England and was a common practice in the US dating to about the 70's as institutional investors went to summer at Cape Cod) , it still has legs in the modern market.  For those who don't know, it's the concept of old money selling assets in May for the summer months because A) they'll be traveling and B) because returns during the summer months tend to be muted, so the risk:reward ratio gets out of skew.  With markets at all time highs, geopolitical uncertainty, the fact we can't go a single damn weekend without Trump trying to ruin it for everybody, and pent up luxury travel demand this year, there are a LOT more headwinds than tailwinds this week when you combine everything in the prior paragraphs with the fact that there WILL be selling to close out this week as liquidity leaves the markets.\n\nThere's also a note I want to make about China's industrial output and what it means for my EOY recommendation last year to look to emerging markets for the best opportunities (which was correct), but I've got a whole other post on that in the hopper for later in the day.  Just understand that there was data released overnight that will further make people aware that these markets are a safer haven than our own.\n\nTL:DR:  Danger!  Danger Will Robinson!\n\n(And, if you made it this far, pharma stocks look interesting this week - $LLY, $MRK, and $MRNA.  But understand the structure before just blindly jumping in to think you know what I mean by that)\n\n---\n\nOh great, the site didn't take early morning edits I made to this after writing it out last night.\n\nIt completely excluded the fact we've got the Fed meeting on Wednesday, and China blocking an important $META acquisition.  Well, you got the sentiment well enough.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.07503263915297664, "ret_signed_m1d": -0.07503263915297664, "alpha_spy_m1d": -0.07331279562186954, "alpha_c_m1d": -0.07285286654569945, "bench_spy_m1d": -0.0017198435311071014, "bench_c_m1d": -0.0021797726072771972, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.06339934468473984, "ret_signed_p1d": -0.06339934468473984, "alpha_spy_p1d": -0.05853339595659368, "alpha_c_p1d": -0.046459685367100434, "bench_spy_p1d": -0.004865948728146163, "bench_c_p1d": -0.01693965931763941, "ret_p1w": 0.17348163207855571, "ret_signed_p1w": 0.17348163207855571, "alpha_spy_p1w": 0.1695105106342354, "alpha_c_p1w": 0.16426449525330367, "bench_spy_p1w": 0.003971121444320325, "bench_c_p1w": 0.009217136825252048, "ret_p1m": 0.4852832380412264, "ret_signed_p1m": 0.4852832380412264, "alpha_spy_p1m": 0.4357564894475816, "alpha_c_p1m": 0.33226591883653467, "bench_spy_p1m": 0.04952674859364481, "bench_c_p1m": 0.15301731920469175, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.4852832380412264, "alpha_spy_stated": 0.4357564894475816, "alpha_c_stated": 0.33226591883653467, "price_path": [-0.507, -0.4961, -0.4615, -0.3784, -0.3501, -0.4538, -0.4616, -0.4413, -0.4549, -0.4939, -0.44, -0.4111, -0.4145, -0.4145, -0.4481, -0.439, -0.4197, -0.3927, -0.3772, -0.4034, -0.4091, -0.3909, -0.4063, -0.4215, -0.4717, -0.4402, -0.4715, -0.5073, -0.4499, -0.4217, -0.3876, -0.4218, -0.3818, -0.3425, -0.3271, -0.2957, -0.2786, -0.3368, -0.3436, -0.3436, -0.3666, -0.4364, -0.4246, -0.4651, -0.4063, -0.3527, -0.3444, -0.3444, -0.3229, -0.3358, -0.2703, -0.2043, -0.2041, -0.11, -0.1175, -0.1668, -0.1408, -0.1394, -0.1469, -0.1558, -0.0852, -0.1287, -0.075, 0.0, -0.0634, -0.0056, 0.0246, 0.1091, 0.1735, 0.3141, 0.3175, 0.2521, 0.4599, 0.446, 0.3568, 0.3523, 0.292, 0.3153, 0.2456, 0.2926, 0.3012, 0.4411, 0.3817, 0.3817, 0.4853, 0.4856, 0.534, 0.5838, 0.6459, 0.6038, 0.7114, 0.6443, 0.457, 0.5343, 0.5385, 0.5354, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2048808655789973977", "ticker_idx": 0, "ts": "2026-04-27T16:57:03+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "ALWAYS have $NVDA exposure", "tweet_type": "prediction", "timeline": "unspecified", "summary": "Always maintain NVDA exposure; persistent long conviction reiterated emphatically.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "quote", "lang": "en", "tweet_text": "WHAT have I been telling ALL OF YOU for YEARS?\n\n\"ALWAYS have $NVDA exposure\"\n\nHow many times do I have to tell you, old man?", "reply_text": null, "parent_text": null, "quoted_text": "@BonkDaCarnivore Now that you bring it up I did buy NVDA calls and closed some Friday and the rest today.\n\nIf only I had kept them all open until today.\n\nI know I know \n\nPre mature contract closure syndrome is my problem 😭", "parent_author": null, "ret_m1d": -0.038502380983109985, "ret_signed_m1d": -0.038502380983109985, "alpha_spy_m1d": -0.036782537452002884, "alpha_c_m1d": -0.038857915041319746, "bench_spy_m1d": -0.0017198435311071014, "bench_c_m1d": 0.00035553405820976103, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01588104908680843, "ret_signed_p1d": -0.01588104908680843, "alpha_spy_p1d": -0.011015100358662266, "alpha_c_p1d": 0.013846794353787106, "bench_spy_p1d": -0.004865948728146163, "bench_c_p1d": -0.029727843440595536, "ret_p1w": -0.08369885043803871, "ret_signed_p1w": -0.08369885043803871, "alpha_spy_p1w": -0.08766997188235903, "alpha_c_p1w": -0.08474574090750764, "bench_spy_p1w": 0.003971121444320325, "bench_c_p1w": 0.0010468904694689307, "ret_p1m": -0.00807900176786791, "ret_signed_p1m": -0.00807900176786791, "alpha_spy_p1m": -0.05760575036151272, "alpha_c_p1m": -0.19746785933771738, "bench_spy_p1m": 0.04952674859364481, "bench_c_p1m": 0.18938885756984947, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.00807900176786791, "alpha_spy_stated": -0.05760575036151272, "alpha_c_stated": -0.19746785933771738, "price_path": [-0.1159, -0.1113, -0.1177, -0.1432, -0.1675, -0.1959, -0.2065, -0.1441, -0.1227, -0.1296, -0.1227, -0.137, -0.1561, -0.1561, -0.1461, -0.1322, -0.1326, -0.1237, -0.1157, -0.1097, -0.0972, -0.1465, -0.182, -0.1576, -0.1688, -0.155, -0.1536, -0.1791, -0.1568, -0.147, -0.1412, -0.1545, -0.1679, -0.1541, -0.1601, -0.1672, -0.1757, -0.2027, -0.1891, -0.1912, -0.1751, -0.2095, -0.2266, -0.2375, -0.1949, -0.1886, -0.1811, -0.1811, -0.1799, -0.1778, -0.1594, -0.151, -0.1292, -0.126, -0.0928, -0.0819, -0.0843, -0.0689, -0.0672, -0.0772, -0.0651, -0.0783, -0.0385, 0.0, -0.0159, -0.034, -0.0787, -0.0838, -0.0837, -0.0928, -0.0405, -0.0236, -0.0065, 0.0131, 0.0193, 0.0426, 0.0883, 0.0402, 0.0264, 0.0185, 0.0317, 0.0134, -0.0059, -0.0059, -0.0081, -0.0185, -0.0109, -0.0253, 0.0358, 0.0287, -0.0086, 0.0106, -0.052, -0.0357, -0.0378, -0.0737, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2051387466331140239", "ticker_idx": 0, "ts": "2026-05-04T19:44:19+00:00", "symbol": "AMD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$AMD 5/15 360c $12", "tweet_type": "prediction", "timeline": "intraday", "summary": "Long AMD via 5/15 360 calls ahead of earnings report, short-term trade to be exited next day.", "resolved_tickers": ["AMD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "This is significantly more risky than I usually post here.  Purely a technical setup.  $AMD 5/15 360c $12. You will have an eye towards leaving this trade tomorrow win lose or draw, because they report after the bell\n\nThis is just a nod to my degenerate gambler followers (Lions)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.055630378651527757, "ret_signed_m1d": 0.055630378651527757, "alpha_spy_m1d": 0.051953529286573596, "alpha_c_m1d": 0.04965157337082293, "bench_spy_m1d": 0.00367684936495416, "bench_c_m1d": 0.005978805280704824, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.04017099278984926, "ret_signed_p1d": 0.04017099278984926, "alpha_spy_p1d": 0.032148806904857, "alpha_c_p1d": 0.00879706349290843, "bench_spy_p1d": 0.008022185884992261, "bench_c_p1d": 0.03137392929694083, "ret_p1w": 0.34329799457324306, "ret_signed_p1w": 0.34329799457324306, "alpha_spy_p1w": 0.31364662796584253, "alpha_c_p1w": 0.20612088405112505, "bench_spy_p1w": 0.02965136660740053, "bench_c_p1w": 0.137177110522118, "ret_p1m": 0.5270245505037134, "ret_signed_p1m": 0.5270245505037134, "alpha_spy_p1m": 0.4691423524934657, "alpha_c_p1m": 0.2795452961517264, "bench_spy_p1m": 0.05788219801024774, "bench_c_p1m": 0.24747925435198703, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": 0.04017099278984926, "alpha_spy_stated": 0.032148806904857, "alpha_c_stated": 0.00879706349290843, "price_path": [-0.4139, -0.4364, -0.3897, -0.3676, -0.3747, -0.3747, -0.397, -0.393, -0.393, -0.4054, -0.4141, -0.4046, -0.414, -0.4244, -0.3739, -0.3826, -0.4036, -0.4138, -0.4185, -0.4409, -0.4084, -0.416, -0.4366, -0.4066, -0.405, -0.4003, -0.421, -0.4338, -0.4244, -0.4252, -0.416, -0.399, -0.4105, -0.4066, -0.3987, -0.3551, -0.4034, -0.4086, -0.426, -0.4044, -0.3845, -0.3632, -0.3632, -0.3553, -0.3514, -0.3213, -0.3071, -0.2825, -0.2773, -0.2532, -0.2442, -0.1853, -0.1849, -0.195, -0.167, -0.1115, -0.106, 0.0184, -0.0202, -0.0537, -0.013, 0.0379, 0.0556, 0.0, 0.0402, 0.2338, 0.1959, 0.3328, 0.3433, 0.3126, 0.3044, 0.3167, 0.2417, 0.2326, 0.2123, 0.3105, 0.3164, 0.3688, 0.3688, 0.4753, 0.4509, 0.5169, 0.5111, 0.4936, 0.527, 0.5885, 0.5319, 0.3655, 0.4356, 0.3923, 0.3246, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064348446551855247", "ticker_idx": 0, "ts": "2026-06-09T14:06:38+00:00", "symbol": "ELF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$7. Some of y'all keep doubting me... You know what to do.", "tweet_type": "prediction", "timeline": "weeks", "summary": "Triumphantly confirms ELF 60c call now worth $7 (up from $4.20 entry); implicitly urges followers to act on continued bullish momentum.", "resolved_tickers": ["ELF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "quote", "lang": "en", "tweet_text": "$7.\n\nSome of y'all keep doubting me...\n\nYou know what to do. https://t.co/vNlKuAGMxu", "reply_text": null, "parent_text": null, "quoted_text": "I basically put couch cushion money in it because I'm disinterested in general, but I feel like I owe you guys a TotD, and this one has a superb setup\n\n$ELF 8/21 60c $4.20", "parent_author": null, "ret_m1d": -0.0608945482512967, "ret_signed_m1d": -0.0608945482512967, "alpha_spy_m1d": -0.0638386944368955, "alpha_c_m1d": -0.04864723793043124, "bench_spy_m1d": 0.002944146185598795, "bench_c_m1d": -0.012247310320865457, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0440093559102388, "ret_signed_p1d": 0.0440093559102388, "alpha_spy_p1d": 0.059774901408696124, "alpha_c_p1d": 0.02748141994272313, "bench_spy_p1d": -0.015765545498457323, "bench_c_p1d": 0.016527935967515672, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.3038, 0.3187, 0.3224, 0.3411, 0.263, 0.3185, 0.3023, 0.2919, 0.2136, 0.2511, 0.2014, 0.0966, 0.0661, 0.0887, 0.1191, 0.0986, 0.0986, 0.1356, 0.0983, 0.1096, 0.1484, 0.1699, 0.1787, 0.2377, 0.2549, 0.2439, 0.2003, 0.229, 0.2032, 0.178, 0.1897, 0.1906, 0.1446, 0.1317, 0.0972, 0.1491, 0.0866, 0.111, 0.0674, 0.1035, 0.1099, 0.0932, -0.0086, -0.0002, -0.0347, -0.0036, 0.0137, -0.0145, -0.0483, -0.0889, -0.0458, -0.0498, -0.0498, -0.0277, 0.0304, 0.0311, 0.0059, -0.0392, -0.0663, -0.0661, -0.076, -0.1096, -0.0609, 0.0, 0.044, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049861404832956826", "ticker_idx": 0, "ts": "2026-04-30T14:40:18+00:00", "symbol": "NVDA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the 2 biggest recipients of this spend ( $NVDA and $DELL) are down 5% and 2%, respectively… If you buy time, this is the easiest money you can make", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dip in NVDA, DELL, and BE despite surging AI capex is a buying opportunity; all three flagged as easy money with time, though BE carries valuation caution.", "resolved_tickers": ["NVDA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "Some posts about this go up later today, but if you paid attention to the megacap earnings yesterday, you heard that they're all upping their AI capex spend dramatically.  Stupidly so, in my opinion.\n\nMeanwhile, the 2 biggest recipients of this spend ( $NVDA and $DELL) are down 5% and 2%, respectively.  $BE is down 7%\n\nIf you buy time, this is the easiest money you can make (though $BE, that's a really high equity price, and I say this as someone who has been beating that drum since $9)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.048504285967767125, "ret_signed_m1d": 0.048504285967767125, "alpha_spy_m1d": 0.05835589356977233, "alpha_c_m1d": 0.06259493688195439, "bench_spy_m1d": -0.009851607602005208, "bench_c_m1d": -0.014090650914187264, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.00561207563438304, "ret_signed_p1d": -0.00561207563438304, "alpha_spy_p1d": -0.008381189462754013, "alpha_c_p1d": -0.011729864740886886, "bench_spy_p1d": 0.0027691138283709726, "bench_c_p1d": 0.006117789106503846, "ret_p1w": 0.05977849926292467, "ret_signed_p1w": 0.05977849926292467, "alpha_spy_p1w": 0.0418005341220804, "alpha_c_p1w": -0.006096094763008875, "bench_spy_p1w": 0.017977965140844265, "bench_c_p1w": 0.06587459402593354, "ret_p1m": 0.05797465881657349, "ret_signed_p1m": 0.05797465881657349, "alpha_spy_p1m": 0.0053489265683510645, "alpha_c_p1m": -0.12399958974859393, "bench_spy_p1m": 0.05262573224822242, "bench_c_p1m": 0.18197424856516742, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.05797465881657349, "alpha_spy_stated": 0.0053489265683510645, "alpha_c_stated": -0.12399958974859393, "price_path": [-0.07, -0.0964, -0.1272, -0.1388, -0.071, -0.0478, -0.0553, -0.0478, -0.0633, -0.084, -0.084, -0.0732, -0.0581, -0.0585, -0.0489, -0.0402, -0.0337, -0.0201, -0.0736, -0.1122, -0.0857, -0.0979, -0.0829, -0.0814, -0.109, -0.0848, -0.0742, -0.0678, -0.0823, -0.0968, -0.0819, -0.0884, -0.0961, -0.1053, -0.1346, -0.1199, -0.1221, -0.1047, -0.142, -0.1606, -0.1724, -0.1261, -0.1194, -0.1111, -0.1111, -0.1099, -0.1076, -0.0876, -0.0785, -0.0548, -0.0514, -0.0153, -0.0035, -0.0061, 0.0106, 0.0125, 0.0016, 0.0147, 0.0004, 0.0436, 0.0854, 0.0681, 0.0485, 0.0, -0.0056, -0.0055, -0.0154, 0.0414, 0.0598, 0.0783, 0.0996, 0.1063, 0.1316, 0.1812, 0.129, 0.114, 0.1054, 0.1198, 0.0999, 0.079, 0.079, 0.0766, 0.0653, 0.0736, 0.058, 0.1242, 0.1165, 0.0761, 0.0969, 0.0289, 0.0467, 0.0444, 0.0054, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049861404832956826", "ticker_idx": 1, "ts": "2026-04-30T14:40:18+00:00", "symbol": "DELL", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "the 2 biggest recipients of this spend ( $NVDA and $DELL) are down 5% and 2%, respectively… If you buy time, this is the easiest money you can make", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dip in NVDA, DELL, and BE despite surging AI capex is a buying opportunity; all three flagged as easy money with time, though BE carries valuation caution.", "resolved_tickers": ["DELL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLK", "bench_c_reason": "industry='Computer Hardware'", "bench_c_industry": "Computer Hardware", "unit_kind": "original", "lang": "en", "tweet_text": "Some posts about this go up later today, but if you paid attention to the megacap earnings yesterday, you heard that they're all upping their AI capex spend dramatically.  Stupidly so, in my opinion.\n\nMeanwhile, the 2 biggest recipients of this spend ( $NVDA and $DELL) are down 5% and 2%, respectively.  $BE is down 7%\n\nIf you buy time, this is the easiest money you can make (though $BE, that's a really high equity price, and I say this as someone who has been beating that drum since $9)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.015745361733351726, "ret_signed_m1d": -0.015745361733351726, "alpha_spy_m1d": -0.005893754131346518, "alpha_c_m1d": -0.01330022449417656, "bench_spy_m1d": -0.009851607602005208, "bench_c_m1d": -0.002445137239175166, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.005838723323864592, "ret_signed_p1d": 0.005838723323864592, "alpha_spy_p1d": 0.0030696094954936193, "alpha_c_p1d": -0.009020180232169883, "bench_spy_p1d": 0.0027691138283709726, "bench_c_p1d": 0.014858903556034475, "ret_p1w": 0.10203401596363659, "ret_signed_p1w": 0.10203401596363659, "alpha_spy_p1w": 0.08405605082279233, "alpha_c_p1w": 0.03814685332159118, "bench_spy_p1w": 0.017977965140844265, "bench_c_p1w": 0.06388716264204541, "ret_p1m": 1.0144054070810569, "ret_signed_p1m": 1.0144054070810569, "alpha_spy_p1m": 0.9617796748328344, "alpha_c_p1m": 0.8167878254355339, "bench_spy_p1m": 0.05262573224822242, "bench_c_p1m": 0.197617581645523, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 1.0144054070810569, "alpha_spy_stated": 0.9617796748328344, "alpha_c_stated": 0.8167878254355339, "price_path": [-0.4315, -0.4411, -0.4177, -0.4495, -0.4225, -0.4231, -0.3988, -0.4076, -0.4617, -0.4394, -0.4394, -0.4461, -0.4428, -0.432, -0.4166, -0.4316, -0.4285, -0.4109, -0.4206, -0.2935, -0.2674, -0.3073, -0.2982, -0.3009, -0.3011, -0.301, -0.3139, -0.2969, -0.2848, -0.2766, -0.2531, -0.27, -0.2881, -0.2521, -0.2477, -0.2147, -0.1559, -0.1221, -0.1612, -0.1803, -0.2144, -0.2169, -0.1919, -0.1681, -0.1681, -0.1737, -0.1522, -0.1151, -0.1342, -0.1517, -0.0945, -0.1197, -0.1542, -0.0788, -0.0622, -0.0256, 0.0163, 0.0273, 0.0153, 0.0342, 0.0336, -0.0145, -0.0157, 0.0, 0.0058, 0.0129, 0.0353, 0.1429, 0.102, 0.2465, 0.1823, 0.1435, 0.1671, 0.1864, 0.1581, 0.1392, 0.1259, 0.1626, 0.2099, 0.4127, 0.4127, 0.4601, 0.4612, 0.5173, 1.0144, 1.23, 1.0833, 1.0152, 1.0199, 0.8875, 0.918, 0.8271, 0.7699, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2049861404832956826", "ticker_idx": 2, "ts": "2026-04-30T14:40:18+00:00", "symbol": "BE", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$BE is down 7%… If you buy time, this is the easiest money you can make (though $BE, that's a really high equity price", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Dip in NVDA, DELL, and BE despite surging AI capex is a buying opportunity; all three flagged as easy money with time, though BE carries valuation caution.", "resolved_tickers": ["BE"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLI", "bench_c_reason": "industry='Electrical Equipment & Parts'", "bench_c_industry": "Electrical Equipment & Parts", "unit_kind": "original", "lang": "en", "tweet_text": "Some posts about this go up later today, but if you paid attention to the megacap earnings yesterday, you heard that they're all upping their AI capex spend dramatically.  Stupidly so, in my opinion.\n\nMeanwhile, the 2 biggest recipients of this spend ( $NVDA and $DELL) are down 5% and 2%, respectively.  $BE is down 7%\n\nIf you buy time, this is the easiest money you can make (though $BE, that's a really high equity price, and I say this as someone who has been beating that drum since $9)", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.01626911387442731, "ret_signed_m1d": 0.01626911387442731, "alpha_spy_m1d": 0.026120721476432518, "alpha_c_m1d": 0.04290451945641005, "bench_spy_m1d": -0.009851607602005208, "bench_c_m1d": -0.02663540558198274, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.025268224280947882, "ret_signed_p1d": 0.025268224280947882, "alpha_spy_p1d": 0.02249911045257691, "alpha_c_p1d": 0.03454760966413284, "bench_spy_p1d": 0.0027691138283709726, "bench_c_p1d": -0.009279385383184957, "ret_p1w": -0.08723874922725994, "ret_signed_p1w": -0.08723874922725994, "alpha_spy_p1w": -0.1052167143681042, "alpha_c_p1w": -0.08391647963755078, "bench_spy_p1w": 0.017977965140844265, "bench_c_p1w": -0.003322269589709159, "ret_p1m": 0.005787742565001697, "ret_signed_p1m": 0.005787742565001697, "alpha_spy_p1m": -0.04683798968322073, "alpha_c_p1m": 0.014093372837851503, "bench_spy_p1m": 0.05262573224822242, "bench_c_p1m": -0.008305630272849807, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": 0.005787742565001697, "alpha_spy_stated": -0.04683798968322073, "alpha_c_stated": 0.014093372837851503, "price_path": [-0.449, -0.404, -0.48, -0.5179, -0.4952, -0.4524, -0.4752, -0.4511, -0.5094, -0.5068, -0.5068, -0.4872, -0.445, -0.4389, -0.4793, -0.4344, -0.4135, -0.3832, -0.4051, -0.4506, -0.4142, -0.46, -0.4185, -0.4354, -0.5229, -0.466, -0.4565, -0.4381, -0.4453, -0.4547, -0.4577, -0.4352, -0.4474, -0.4117, -0.4702, -0.5012, -0.4852, -0.4699, -0.5288, -0.5298, -0.5782, -0.5218, -0.5326, -0.5214, -0.5214, -0.5236, -0.5204, -0.482, -0.4349, -0.4117, -0.3765, -0.227, -0.2453, -0.2587, -0.2664, -0.2297, -0.2204, -0.1892, -0.1616, -0.1842, -0.1718, -0.2011, 0.0163, 0.0, 0.0253, 0.0186, 0.042, 0.0074, -0.0872, -0.0788, 0.002, -0.0094, 0.0226, 0.0708, -0.0262, -0.087, -0.0777, -0.0037, 0.0865, 0.0675, 0.0675, 0.0672, 0.0368, 0.0235, 0.0058, -0.0348, 0.0688, 0.014, 0.0283, -0.0697, -0.1051, -0.0838, -0.1734, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2054637803682808192", "ticker_idx": 0, "ts": "2026-05-13T19:00:00+00:00", "symbol": "DJT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "I'm only NOW getting credit for it? That short has literally never been red, even with the maintenance fees I pay to continue borrowing the shares as I ride it to 0.", "tweet_type": "position_disclosure", "timeline": "unspecified", "summary": "Still holding DJT short from March 2024, targeting zero; position has never been in the red.", "resolved_tickers": ["DJT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLC", "bench_c_reason": "industry='Internet Content & Information'", "bench_c_industry": "Internet Content & Information", "unit_kind": "quote", "lang": "en", "tweet_text": "I announced my $DJT short in March of 2024.  I'm only NOW getting credit for it?  That short has literally never been red, even with the maintenance fees I pay to continue borrowing the shares as I ride it to 0. https://t.co/DHkQMWfXEu", "reply_text": null, "parent_text": null, "quoted_text": "Congrats @BonkDaCarnivore\n\nYou're a top Market Prophit for your call on $DJT\n\nGo to https://t.co/HQDyBNv73S and check out sentiment, buzz, and other crypto data.", "parent_author": null, "ret_m1d": -0.024581035946063534, "ret_signed_m1d": 0.024581035946063534, "alpha_spy_m1d": 0.019017316076472945, "alpha_c_m1d": 0.01687290379967299, "bench_spy_m1d": -0.005563719869590589, "bench_c_m1d": -0.007708132146390545, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": -0.0, "alpha_spy_p1d": 0.007894256268722755, "alpha_c_p1d": 0.0029975887951143587, "bench_spy_p1d": 0.007894256268722755, "bench_c_p1d": 0.0029975887951143587, "ret_p1w": -0.09944127470562636, "ret_signed_p1w": 0.09944127470562636, "alpha_spy_p1w": 0.09801330315454926, "alpha_c_p1w": 0.09378862268409494, "bench_spy_p1w": -0.0014279715510771007, "bench_c_p1w": -0.0056526520215314235, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2268, 0.2268, 0.1073, 0.1709, 0.181, 0.1296, 0.1128, 0.1877, 0.2168, 0.2246, 0.1966, 0.238, 0.1888, 0.2235, 0.2, 0.1374, 0.1475, 0.1475, 0.1587, 0.1106, 0.095, 0.0905, 0.095, 0.0201, -0.0324, -0.0413, 0.0112, -0.0196, 0.0268, -0.0402, -0.0536, -0.0257, 0.0369, 0.0123, 0.0257, 0.0257, 0.048, 0.0279, 0.0693, 0.0346, 0.0492, 0.0726, 0.1117, 0.1397, 0.1006, 0.1464, 0.1397, 0.0972, 0.0592, 0.0246, 0.0447, 0.1117, 0.0235, 0.0246, 0.0223, 0.0492, 0.0279, 0.0279, 0.0168, 0.0078, -0.0022, -0.0134, -0.0246, 0.0, 0.0, -0.0313, -0.076, -0.1061, -0.0994, -0.1117, -0.1117, -0.1117, -0.0749, -0.0425, -0.0056, 0.0402, 0.0581, 0.0101, -0.0358, -0.0168, -0.076, -0.0894, -0.0883, -0.1296, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062927427207119036", "ticker_idx": 0, "ts": "2026-06-05T16:00:00+00:00", "symbol": "FTNT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Shorting cybersecurity earnings: $FTNT ⬇️", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish on cybersecurity names into earnings; author flagged a short pattern across FTNT, ZS, S, PANW, CRWD, RBRK.", "resolved_tickers": ["FTNT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The easiest trade on the markets the last few weeeks:  Shorting cybersecurity earnings:\n\n$FTNT ⬇️\n$ZS ⬇️\n$S ⬇️\n$PANW ⬇️\n$CRWD ⬇️\n$RBRK ⬇️\n\nEven if you missed the pattern early, AND missed my weekly market analysis, you had plenty of later tickers to ride the wave with.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03448994847785447, "ret_signed_m1d": -0.03448994847785447, "alpha_spy_m1d": -0.00799677596629178, "alpha_c_m1d": -0.00799677596629178, "bench_spy_m1d": 0.02649317251156269, "bench_c_m1d": 0.02649317251156269, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.011335357151445069, "ret_signed_p1d": 0.011335357151445069, "alpha_spy_p1d": 0.013599587288786075, "alpha_c_p1d": 0.013599587288786075, "bench_spy_p1d": 0.0022642301373410056, "bench_c_p1d": 0.0022642301373410056, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.418, -0.423, -0.4166, -0.4233, -0.416, -0.4252, -0.4236, -0.4255, -0.4374, -0.4279, -0.4516, -0.4547, -0.4399, -0.4595, -0.4536, -0.4352, -0.4391, -0.4296, -0.4296, -0.4312, -0.4213, -0.4228, -0.4425, -0.4699, -0.4558, -0.456, -0.4495, -0.4305, -0.4343, -0.4291, -0.4107, -0.3981, -0.428, -0.4171, -0.4079, -0.4075, -0.4048, -0.4173, -0.4036, -0.3832, -0.3785, -0.3783, -0.2537, -0.2116, -0.2021, -0.213, -0.1865, -0.1577, -0.1514, -0.1257, -0.1178, -0.1015, -0.1052, -0.0743, -0.0743, -0.0741, -0.1158, -0.1035, -0.0464, 0.017, 0.0289, 0.0124, 0.0345, 0.0, -0.0113, -0.0435, -0.0401, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062927427207119036", "ticker_idx": 1, "ts": "2026-06-05T16:00:00+00:00", "symbol": "ZS", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ZS ⬇️", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish on cybersecurity names into earnings; author flagged a short pattern across FTNT, ZS, S, PANW, CRWD, RBRK.", "resolved_tickers": ["ZS"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The easiest trade on the markets the last few weeeks:  Shorting cybersecurity earnings:\n\n$FTNT ⬇️\n$ZS ⬇️\n$S ⬇️\n$PANW ⬇️\n$CRWD ⬇️\n$RBRK ⬇️\n\nEven if you missed the pattern early, AND missed my weekly market analysis, you had plenty of later tickers to ride the wave with.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03425597009753356, "ret_signed_m1d": -0.03425597009753356, "alpha_spy_m1d": -0.007762797585970871, "alpha_c_m1d": -0.007762797585970871, "bench_spy_m1d": 0.02649317251156269, "bench_c_m1d": 0.02649317251156269, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.01169902732511019, "ret_signed_p1d": 0.01169902732511019, "alpha_spy_p1d": 0.013963257462451195, "alpha_c_p1d": 0.013963257462451195, "bench_spy_p1d": 0.0022642301373410056, "bench_c_p1d": 0.0022642301373410056, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.1975, 0.1761, 0.1593, 0.1757, 0.1752, 0.1928, 0.1928, 0.1883, 0.1582, 0.1607, 0.066, 0.0662, 0.082, 0.0182, 0.0495, 0.0727, 0.045, 0.0595, 0.0595, 0.0668, 0.0865, 0.0541, -0.0654, -0.0973, -0.0624, -0.0619, 0.0018, 0.0271, 0.0298, 0.0307, 0.0675, 0.0908, 0.0167, 0.0361, 0.0255, 0.0404, 0.0302, -0.0008, 0.069, 0.0873, 0.0809, 0.0616, 0.1683, 0.1633, 0.1383, 0.1177, 0.1655, 0.1753, 0.2315, 0.3358, 0.34, 0.3339, 0.3076, 0.3945, 0.3945, 0.4115, -0.0334, -0.0057, 0.0684, 0.1906, 0.1022, 0.0275, 0.0343, 0.0, -0.0117, -0.0378, -0.0463, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062927427207119036", "ticker_idx": 2, "ts": "2026-06-05T16:00:00+00:00", "symbol": "S", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": false, "explicit_audit": "flipped_to_implicit", "polarity_reversed": false, "quote": "$S ⬇️", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish on cybersecurity names into earnings; author flagged a short pattern across FTNT, ZS, S, PANW, CRWD, RBRK.", "resolved_tickers": ["S"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The easiest trade on the markets the last few weeeks:  Shorting cybersecurity earnings:\n\n$FTNT ⬇️\n$ZS ⬇️\n$S ⬇️\n$PANW ⬇️\n$CRWD ⬇️\n$RBRK ⬇️\n\nEven if you missed the pattern early, AND missed my weekly market analysis, you had plenty of later tickers to ride the wave with.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03636369180665788, "ret_signed_m1d": -0.03636369180665788, "alpha_spy_m1d": -0.009870519295095193, "alpha_c_m1d": -0.009870519295095193, "bench_spy_m1d": 0.02649317251156269, "bench_c_m1d": 0.02649317251156269, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.012539173144626603, "ret_signed_p1d": 0.012539173144626603, "alpha_spy_p1d": 0.014803403281967609, "alpha_c_p1d": 0.014803403281967609, "bench_spy_p1d": 0.0022642301373410056, "bench_c_p1d": 0.0022642301373410056, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1135, -0.1122, -0.1361, -0.0897, -0.1041, -0.0915, -0.0984, -0.0871, -0.1116, -0.0984, -0.1824, -0.1624, -0.1599, -0.2113, -0.2094, -0.1925, -0.1655, -0.1643, -0.1643, -0.153, -0.1611, -0.1536, -0.1994, -0.2514, -0.1981, -0.2006, -0.1687, -0.1266, -0.121, -0.1022, -0.0934, -0.0828, -0.1273, -0.1072, -0.0828, -0.0815, -0.0784, -0.1122, -0.0658, -0.0219, -0.0056, -0.0389, -0.0019, 0.0401, 0.0238, -0.0132, 0.0082, 0.0351, 0.0571, 0.0997, 0.1072, 0.1266, 0.1354, 0.173, 0.173, 0.1636, 0.1254, 0.1298, 0.0376, 0.1166, 0.0878, 0.0219, 0.0364, 0.0, -0.0125, -0.0445, -0.0727, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062927427207119036", "ticker_idx": 3, "ts": "2026-06-05T16:00:00+00:00", "symbol": "PANW", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$PANW ⬇️", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish on cybersecurity names into earnings; author flagged a short pattern across FTNT, ZS, S, PANW, CRWD, RBRK.", "resolved_tickers": ["PANW"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The easiest trade on the markets the last few weeeks:  Shorting cybersecurity earnings:\n\n$FTNT ⬇️\n$ZS ⬇️\n$S ⬇️\n$PANW ⬇️\n$CRWD ⬇️\n$RBRK ⬇️\n\nEven if you missed the pattern early, AND missed my weekly market analysis, you had plenty of later tickers to ride the wave with.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.026465769270721307, "ret_signed_m1d": -0.026465769270721307, "alpha_spy_m1d": 2.740324084138379e-05, "alpha_c_m1d": 2.740324084138379e-05, "bench_spy_m1d": 0.02649317251156269, "bench_c_m1d": 0.02649317251156269, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.021025552204972264, "ret_signed_p1d": 0.021025552204972264, "alpha_spy_p1d": 0.02328978234231327, "alpha_c_p1d": 0.02328978234231327, "bench_spy_p1d": 0.0022642301373410056, "bench_c_p1d": 0.0022642301373410056, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3914, -0.3938, -0.382, -0.3861, -0.3845, -0.3781, -0.3791, -0.3761, -0.401, -0.397, -0.4221, -0.4368, -0.4253, -0.4596, -0.4326, -0.4107, -0.4094, -0.4001, -0.4001, -0.4047, -0.3756, -0.3612, -0.3862, -0.4276, -0.4026, -0.406, -0.3968, -0.3863, -0.383, -0.3767, -0.3569, -0.3339, -0.3633, -0.3437, -0.3277, -0.3347, -0.3327, -0.3409, -0.3344, -0.3216, -0.3237, -0.3248, -0.2776, -0.2359, -0.2146, -0.2075, -0.1627, -0.1244, -0.1074, -0.0901, -0.1173, -0.0933, -0.0703, -0.0422, -0.0422, -0.0562, -0.0867, -0.0525, 0.0354, 0.1045, 0.0924, 0.0308, 0.0265, 0.0, -0.021, -0.0424, -0.0325, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062927427207119036", "ticker_idx": 4, "ts": "2026-06-05T16:00:00+00:00", "symbol": "CRWD", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWD ⬇️", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish on cybersecurity names into earnings; author flagged a short pattern across FTNT, ZS, S, PANW, CRWD, RBRK.", "resolved_tickers": ["CRWD"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The easiest trade on the markets the last few weeeks:  Shorting cybersecurity earnings:\n\n$FTNT ⬇️\n$ZS ⬇️\n$S ⬇️\n$PANW ⬇️\n$CRWD ⬇️\n$RBRK ⬇️\n\nEven if you missed the pattern early, AND missed my weekly market analysis, you had plenty of later tickers to ride the wave with.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.07163721785498844, "ret_signed_m1d": -0.07163721785498844, "alpha_spy_m1d": -0.045144045343425754, "alpha_c_m1d": -0.045144045343425754, "bench_spy_m1d": 0.02649317251156269, "bench_c_m1d": 0.02649317251156269, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.018226045643838895, "ret_signed_p1d": 0.018226045643838895, "alpha_spy_p1d": 0.0204902757811799, "alpha_c_p1d": 0.0204902757811799, "bench_spy_p1d": 0.0022642301373410056, "bench_c_p1d": 0.0022642301373410056, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.3498, -0.3413, -0.342, -0.3416, -0.3684, -0.3544, -0.3505, -0.3619, -0.3905, -0.3841, -0.4143, -0.425, -0.4149, -0.4492, -0.4336, -0.4182, -0.4139, -0.4052, -0.4052, -0.406, -0.3693, -0.3644, -0.4118, -0.4352, -0.4006, -0.4061, -0.3873, -0.3768, -0.3682, -0.3545, -0.33, -0.3045, -0.3362, -0.3322, -0.3225, -0.3219, -0.3258, -0.3357, -0.321, -0.3007, -0.2898, -0.3025, -0.2463, -0.2135, -0.1919, -0.186, -0.1616, -0.1357, -0.1147, -0.0778, -0.0807, -0.0312, -0.034, -0.0113, -0.0113, 0.0008, -0.0382, -0.0, 0.0894, 0.1656, 0.1459, 0.1141, 0.0716, 0.0, -0.0182, -0.0389, -0.0347, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2062927427207119036", "ticker_idx": 5, "ts": "2026-06-05T16:00:00+00:00", "symbol": "RBRK", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$RBRK ⬇️", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish on cybersecurity names into earnings; author flagged a short pattern across FTNT, ZS, S, PANW, CRWD, RBRK.", "resolved_tickers": ["RBRK"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "The easiest trade on the markets the last few weeeks:  Shorting cybersecurity earnings:\n\n$FTNT ⬇️\n$ZS ⬇️\n$S ⬇️\n$PANW ⬇️\n$CRWD ⬇️\n$RBRK ⬇️\n\nEven if you missed the pattern early, AND missed my weekly market analysis, you had plenty of later tickers to ride the wave with.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.048903366827423245, "ret_signed_m1d": -0.048903366827423245, "alpha_spy_m1d": -0.022410194315860554, "alpha_c_m1d": -0.022410194315860554, "bench_spy_m1d": 0.02649317251156269, "bench_c_m1d": 0.02649317251156269, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.02288516852428535, "ret_signed_p1d": 0.02288516852428535, "alpha_spy_p1d": 0.025149398661626354, "alpha_c_p1d": 0.025149398661626354, "bench_spy_p1d": 0.0022642301373410056, "bench_c_p1d": 0.0022642301373410056, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.2378, -0.2165, -0.2641, -0.2722, -0.2961, -0.2908, -0.2904, -0.3064, -0.3287, -0.3028, -0.3452, -0.3573, -0.3517, -0.3771, -0.3791, -0.3329, -0.3381, -0.2993, -0.2993, -0.3066, -0.281, -0.2967, -0.3709, -0.4032, -0.3378, -0.3457, -0.3004, -0.2925, -0.287, -0.2699, -0.2641, -0.2475, -0.3049, -0.2878, -0.2745, -0.2565, -0.2688, -0.2756, -0.2498, -0.2109, -0.2218, -0.2129, -0.1624, -0.1508, -0.1531, -0.1763, -0.1898, -0.1445, -0.1313, -0.1148, -0.1237, -0.0888, -0.1174, -0.0929, -0.0929, -0.0695, -0.1035, -0.0421, 0.0711, 0.1588, 0.1215, 0.0824, 0.0489, 0.0, -0.0229, -0.0227, -0.0285, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064393759698399488", "ticker_idx": 0, "ts": "2026-06-09T17:06:41+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT 8/21 420c $18.90", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holds bullish call positions in MSFT (Aug 420c), CRWV (Jul 120c), and SOXL (Aug ladder).", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MSFT 8/21 420c $18.90\n$CRWV 7/17 120c $3.73\n$SOXL 8/21 c XXX (I bought the ladder up)\n\n---\n\nhttps://t.co/sOZmlXXl07", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.02064893407859736, "ret_signed_m1d": 0.02064893407859736, "alpha_spy_m1d": 0.017704787892998564, "alpha_c_m1d": 0.017704787892998564, "bench_spy_m1d": 0.002944146185598795, "bench_c_m1d": 0.002944146185598795, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.014997194555478321, "ret_signed_p1d": -0.014997194555478321, "alpha_spy_p1d": 0.0007683509429790014, "alpha_c_p1d": 0.0007683509429790014, "bench_spy_p1d": -0.015765545498457323, "bench_c_p1d": -0.015765545498457323, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.006, -0.0216, -0.0107, -0.0121, -0.0309, -0.0378, -0.0554, -0.0526, -0.078, -0.0822, -0.0948, -0.1175, -0.1121, -0.0844, -0.0864, -0.0762, -0.0762, -0.0777, -0.0791, -0.0741, -0.0772, -0.0826, -0.0493, -0.0276, 0.0172, 0.0395, 0.0458, 0.0341, 0.0492, 0.0708, 0.0284, 0.0503, 0.0508, 0.0618, 0.0499, 0.0086, 0.0251, 0.0231, 0.0176, 0.0239, 0.0408, 0.0268, 0.0207, 0.0086, 0.0023, 0.0127, 0.0436, 0.0476, 0.0325, 0.0415, 0.0389, 0.0376, 0.0376, 0.0313, 0.023, 0.0585, 0.1161, 0.1416, 0.0939, 0.0593, 0.0611, 0.0329, 0.0206, 0.0, -0.015, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064393759698399488", "ticker_idx": 1, "ts": "2026-06-09T17:06:41+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$CRWV 7/17 120c $3.73", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holds bullish call positions in MSFT (Aug 420c), CRWV (Jul 120c), and SOXL (Aug ladder).", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MSFT 8/21 420c $18.90\n$CRWV 7/17 120c $3.73\n$SOXL 8/21 c XXX (I bought the ladder up)\n\n---\n\nhttps://t.co/sOZmlXXl07", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03981722620469652, "ret_signed_m1d": 0.03981722620469652, "alpha_spy_m1d": 0.036873080019097726, "alpha_c_m1d": 0.036873080019097726, "bench_spy_m1d": 0.002944146185598795, "bench_c_m1d": 0.002944146185598795, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.028847094219654368, "ret_signed_p1d": -0.028847094219654368, "alpha_spy_p1d": -0.013081548721197045, "alpha_c_p1d": -0.013081548721197045, "bench_spy_p1d": -0.015765545498457323, "bench_c_p1d": -0.015765545498457323, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1888, -0.1761, -0.1279, -0.1659, -0.1588, -0.1807, -0.1725, -0.1675, -0.1567, -0.1104, -0.1828, -0.2401, -0.2976, -0.2131, -0.2033, -0.1647, -0.1647, -0.1779, -0.1342, -0.097, -0.0655, 0.0361, 0.1201, 0.1905, 0.2056, 0.2144, 0.1869, 0.1928, 0.1697, 0.2447, 0.1927, 0.1187, 0.1382, 0.0719, 0.1599, 0.1336, 0.2088, 0.274, 0.299, 0.4015, 0.3087, 0.1595, 0.1651, 0.0945, 0.1306, 0.1601, 0.0899, 0.054, 0.0138, 0.0287, 0.0927, 0.0715, 0.0715, 0.0756, 0.0591, 0.0854, 0.1125, 0.2679, 0.2115, 0.1268, 0.0973, 0.0197, 0.0398, 0.0, -0.0288, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064393759698399488", "ticker_idx": 2, "ts": "2026-06-09T17:06:41+00:00", "symbol": "SOXL", "kind": "etf", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$SOXL 8/21 c XXX (I bought the ladder up)", "tweet_type": "position_disclosure", "timeline": "weeks", "summary": "Holds bullish call positions in MSFT (Aug 420c), CRWV (Jul 120c), and SOXL (Aug ladder).", "resolved_tickers": ["SOXL"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": null, "unit_kind": "self_thread", "lang": "en", "tweet_text": "$MSFT 8/21 420c $18.90\n$CRWV 7/17 120c $3.73\n$SOXL 8/21 c XXX (I bought the ladder up)\n\n---\n\nhttps://t.co/sOZmlXXl07", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.04839354482382929, "ret_signed_m1d": 0.04839354482382929, "alpha_spy_m1d": 0.0454493986382305, "alpha_c_m1d": 0.0454493986382305, "bench_spy_m1d": 0.002944146185598795, "bench_c_m1d": 0.002944146185598795, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": -0.10427409531447418, "ret_signed_p1d": -0.10427409531447418, "alpha_spy_p1d": -0.08850854981601686, "alpha_c_p1d": -0.08850854981601686, "bench_spy_p1d": -0.015765545498457323, "bench_c_p1d": -0.015765545498457323, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.7507, -0.7485, -0.7338, -0.7275, -0.7321, -0.728, -0.7464, -0.7371, -0.7275, -0.7172, -0.7572, -0.7689, -0.7986, -0.7624, -0.7409, -0.7384, -0.7384, -0.7282, -0.7196, -0.6653, -0.6431, -0.6212, -0.6006, -0.577, -0.5738, -0.5618, -0.5305, -0.5243, -0.5136, -0.4762, -0.4408, -0.3637, -0.3882, -0.4568, -0.4151, -0.3704, -0.3534, -0.3676, -0.2852, -0.1777, -0.2458, -0.1227, -0.0558, -0.1446, -0.0865, -0.0768, -0.1859, -0.2476, -0.2469, -0.1412, -0.1155, -0.0551, -0.0551, 0.1195, 0.0808, 0.1138, 0.1124, 0.1257, 0.3205, 0.391, 0.3026, -0.0949, 0.0484, 0.0, -0.1043, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2056824934366884065", "ticker_idx": 0, "ts": "2026-05-19T19:50:52+00:00", "symbol": "ALAB", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$ALAB 7/17 220p $21.70", "tweet_type": "prediction", "timeline": "weeks", "summary": "Bearish ALAB via 7/17 220-strike puts; options position signals downside drift.", "resolved_tickers": ["ALAB"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "original", "lang": "en", "tweet_text": "$ALAB 7/17 220p $21.70\n\nMy play is drastically different, but this best encapsulates the drift.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": -0.11741584099224489, "ret_signed_m1d": 0.11741584099224489, "alpha_spy_m1d": 0.12412136492649839, "alpha_c_m1d": 0.12146016609521293, "bench_spy_m1d": 0.006705523934253499, "bench_c_m1d": 0.004044325102968038, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.17694267359153093, "ret_signed_p1d": -0.17694267359153093, "alpha_spy_p1d": -0.1666936450232206, "alpha_c_p1d": -0.13888849619664234, "bench_spy_p1d": 0.010249028568310337, "bench_c_p1d": 0.03805417739488859, "ret_p1w": 0.30483914021288205, "ret_signed_p1w": -0.30483914021288205, "alpha_spy_p1w": -0.2818605965585155, "alpha_c_p1w": -0.19788276414540373, "bench_spy_p1w": 0.02297854365436658, "bench_c_p1w": 0.10695637606747832, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.4571, -0.4691, -0.475, -0.4743, -0.4754, -0.4896, -0.5135, -0.5065, -0.5505, -0.5342, -0.5087, -0.512, -0.4993, -0.5231, -0.4894, -0.5091, -0.5075, -0.4781, -0.4777, -0.4828, -0.4835, -0.5249, -0.4929, -0.5015, -0.5074, -0.5349, -0.5395, -0.5895, -0.5513, -0.5647, -0.5204, -0.5204, -0.5169, -0.5129, -0.4864, -0.47, -0.3898, -0.3171, -0.3016, -0.2955, -0.3007, -0.2874, -0.2803, -0.2141, -0.2055, -0.1913, -0.1286, -0.195, -0.2495, -0.1941, -0.2027, -0.1702, -0.1761, -0.117, -0.1243, -0.199, -0.1821, -0.1511, -0.1631, -0.0826, -0.0639, -0.0474, -0.1174, 0.0, 0.1769, 0.2194, 0.2564, 0.2564, 0.3048, 0.3319, 0.4295, 0.4036, 0.3104, 0.4565, 0.4883, 0.4659, 0.298, 0.4179, 0.3989, 0.3545, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047374953130123471", "ticker_idx": 0, "ts": "2026-04-23T18:00:01+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Tesla trades a 328 times earnings when the rest of the Mag 7 trades in the 30x range. But tell me more about how this is a generational opportunity for an undervalued ticker.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Bearish TSLA: 328x earnings vs Mag7 ~30x, failed robotaxi rollout, Fremont delays, power distribution down 15%, Texas loophole closing — sarcastic dismissal of bull thesis.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "The disaster of the $TSLA earnings call, pt. 4:  Logistics.\n\nA lot of the remainder of the Tesla call was Elmo revealing that Tesla has failed to execute even beyond its normal boundaries.\n\n-The much-ballyhooed Fremont factory that they were retrofitting away from making the discontinued Model S to the Optimus robots (which are still vaporware) is behind schedule\n\n-They finally admitted that they failed to rollout Robotaxi fast enough, with Elmo blaming regulators instead of Tesla's own technical limitations. (more on this in a moment)\n\n-The Roadster reveal - now 10 years late - still \"isn't ready to be shown\" with Elmo claiming it's \"a month away\".  Except he's been saying it's a month away for years.\n\n-The golden child of the company - power distribution - came in DOWN 15% for the quarter, the first negative print in this vertical in forever, signaling market saturation and softening demand.\n\nBut let's go back to this Robotaxi problem:  Tesla put all of its Robotaxi eggs into a Texas basket, leveraging a loophole in the state laws that permitted them to put these things on the road - something they can't do in other states because they can't meet the requirements necessary to get the permitting.  OK, fine, fair play to anyone who can exploit a loophole.  But what nobody is paying attention to is that Texas is closing that loophole right around Memorial Day.  Given Elmo's admission that the current robotaxis are not capable of achieving level 4 autonomous driving, it's likely that further rollout of these vehicles could be put on hold for quite some time until such time as they can obtain the proper certification. A period of time in which competitors like Waymo and Zoox are doing widescale expansions across many cities, and Uber has partnered with $LCID to create autonomous delivery frameworks.  Meanwhile, Elmo said we'd have a million of these robotaxis on the road...6 years ago.  Now Elmo is stating it might not be able to roll this out at scale until 2027.\n\nMeanwhile, Tesla trades a 328 times earnings when the rest of the Mag 7 trades in the 30x range.  But tell me more about how this is a generational opportunity for an undervalued ticker.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03689930562955901, "ret_signed_m1d": -0.03689930562955901, "alpha_spy_m1d": -0.033003462989897425, "alpha_c_m1d": -0.02679226925282041, "bench_spy_m1d": 0.003895842639661584, "bench_c_m1d": 0.010107036376738598, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0069035282132037246, "ret_signed_p1d": -0.0069035282132037246, "alpha_spy_p1d": 0.0008457697468204906, "alpha_c_p1d": 0.0011651365980180906, "bench_spy_p1d": 0.007749297960024215, "bench_c_p1d": 0.008068664811221815, "ret_p1w": 0.021165588237912036, "ret_signed_p1w": -0.021165588237912036, "alpha_spy_p1w": -0.006753899676156028, "alpha_c_p1w": -0.01598467587661445, "bench_spy_p1w": 0.014411688561756009, "bench_c_p1w": 0.005180912361297585, "ret_p1m": 0.13991760776550355, "ret_signed_p1m": -0.13991760776550355, "alpha_spy_p1m": -0.08742272202819024, "alpha_c_p1m": -0.12768724877507442, "bench_spy_p1m": 0.05249488573731331, "bench_c_p1m": 0.012230358990429124, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13991760776550355, "alpha_spy_stated": -0.08742272202819024, "alpha_c_stated": -0.12768724877507442, "price_path": [0.1645, 0.153, 0.1545, 0.1146, 0.1517, 0.1287, 0.1291, 0.0864, 0.0629, 0.1, 0.1167, 0.1378, 0.146, 0.116, 0.117, 0.117, 0.0988, 0.1006, 0.1017, 0.1019, 0.0699, 0.0954, 0.1169, 0.0933, 0.077, 0.0792, 0.0501, 0.0862, 0.0852, 0.0616, 0.0668, 0.0683, 0.0912, 0.057, 0.0468, 0.0584, 0.0684, 0.051, 0.0176, -0.0154, 0.0191, 0.0249, 0.0327, -0.0043, -0.0318, -0.0493, -0.0053, 0.0202, -0.0351, -0.0351, -0.0559, -0.0724, -0.0815, -0.0752, -0.0663, -0.057, -0.0255, 0.0488, 0.0406, 0.072, 0.0503, 0.034, 0.0369, 0.0, 0.0069, 0.0132, 0.0062, -0.0025, 0.0212, 0.0458, 0.0503, 0.0419, 0.0669, 0.1019, 0.1462, 0.1907, 0.1598, 0.1915, 0.1862, 0.1298, 0.0971, 0.0813, 0.1165, 0.1181, 0.1399, 0.1399, 0.1602, 0.1783, 0.183, 0.1661, 0.1128, 0.1338, 0.1337, 0.1197, 0.0462, 0.0943, 0.0614, 0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2047329648980234472", "ticker_idx": 0, "ts": "2026-04-23T15:00:00+00:00", "symbol": "TSLA", "kind": "equity", "geography": null, "sub_sector": null, "direction": "short", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Literally everything about this earnings call, from a numbers perspective, is either outright fake or depressingly bad. If you don't see that, then you aren't an investor, you're a cultist.", "tweet_type": "analysis", "timeline": "unspecified", "summary": "Detailed bearish teardown of TSLA Q1: 1-time items, payables stretch, double-counted tariff refunds, capex delays — author calls results fake or depressingly bad.", "resolved_tickers": ["TSLA"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLY", "bench_c_reason": "industry='Auto Manufacturers'", "bench_c_industry": "Auto Manufacturers", "unit_kind": "original", "lang": "en", "tweet_text": "The disaster that is $TSLA's earnings, pt 1:  There was so much wrong with Tesla's Q1 earnings tonight that I have to break it into smaller bits, and it could very well take up every queued post slot today. Let's dive in, shall we?\n\nTheir Q1 print, at a glance, was \"respectable enough\" - EPS of .41 on just under 22.4B in revenue on the top line - good for a 17% and 1% beat of the ankle-high already reduced expectations of the street. YoY EPS of 52% and 16% on rev.  QoQ numbers looked bad, but they couched it as the result of their aggressive sales promotion drive in Q4 to clear inventory (read: To make sure Elmo cleared the gates for his equity based compensation). Stock initially popped ~5% on the release.\n\nThe only problem?  It's all BS.  If you look under the hood, you'll see that a whopping 480 million of their top line revenue was 1 time.  Excluding that alone would knock their EPS to .31, an 11.4% miss.\n\nHow did they do it and generate so much \"free cash\"?  A big part was the age-old trick of *checks notes* simply not paying their bills.  They had a quarterly revenue decline of 2.5B, papered by a 1.3B increase in payables with declining receivables of 617M.  Oh, and they dumped their pre-paid expensive levels to 1B.  They pushed supplier payments by 10 days - from 61 to 71.  For the record, 6 months ago it was only 52 days, so they've stretched out their payments by 30%.  Another way they did it was by - somehow, and I'm not sure how they did this or why it would pass audit - counted their tariff receivables twice (they booked the refunds both as income in auto and energy), and then cooked the books on how they calculate warranty flow.\n\nOn that same vein of \"simply don't pay\": The expectation was they were going to report -1.8B in free cash and \"surprised\" with +1.4. Remember that 20 billion in capex they said they were going to spend on AI in FY26?  Well, they upped that projection to 25B...but didn't spend ANY of that additional capex they said they were going to spend, in an attempt to frame their \"hypergrowth\"  tale - they're implying they're going to backload it onto Q4 26 to drag out impact.  Matter of fact, they only paid for 2.5B worth in Q1 - less than half of their previously claimed run rate.  Meaning, if they hadn't delayed their previous stated expenditures, they would have missed by 300 million.\n\nAnd I don't even want to go into how they issued 4.5B in new debt.\n\nTL:DR:  Literally everything about this earnings call, from a numbers perspective, is either outright fake or depressingly bad.  If you don't see that, then you aren't an investor, you're a cultist.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.03689930562955901, "ret_signed_m1d": -0.03689930562955901, "alpha_spy_m1d": -0.033003462989897425, "alpha_c_m1d": -0.02679226925282041, "bench_spy_m1d": 0.003895842639661584, "bench_c_m1d": 0.010107036376738598, "ret_t0": 0.0, "ret_signed_t0": -0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0069035282132037246, "ret_signed_p1d": -0.0069035282132037246, "alpha_spy_p1d": 0.0008457697468204906, "alpha_c_p1d": 0.0011651365980180906, "bench_spy_p1d": 0.007749297960024215, "bench_c_p1d": 0.008068664811221815, "ret_p1w": 0.021165588237912036, "ret_signed_p1w": -0.021165588237912036, "alpha_spy_p1w": -0.006753899676156028, "alpha_c_p1w": -0.01598467587661445, "bench_spy_p1w": 0.014411688561756009, "bench_c_p1w": 0.005180912361297585, "ret_p1m": 0.13991760776550355, "ret_signed_p1m": -0.13991760776550355, "alpha_spy_p1m": -0.08742272202819024, "alpha_c_p1m": -0.12768724877507442, "bench_spy_p1m": 0.05249488573731331, "bench_c_p1m": 0.012230358990429124, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": -0.13991760776550355, "alpha_spy_stated": -0.08742272202819024, "alpha_c_stated": -0.12768724877507442, "price_path": [0.1645, 0.153, 0.1545, 0.1146, 0.1517, 0.1287, 0.1291, 0.0864, 0.0629, 0.1, 0.1167, 0.1378, 0.146, 0.116, 0.117, 0.117, 0.0988, 0.1006, 0.1017, 0.1019, 0.0699, 0.0954, 0.1169, 0.0933, 0.077, 0.0792, 0.0501, 0.0862, 0.0852, 0.0616, 0.0668, 0.0683, 0.0912, 0.057, 0.0468, 0.0584, 0.0684, 0.051, 0.0176, -0.0154, 0.0191, 0.0249, 0.0327, -0.0043, -0.0318, -0.0493, -0.0053, 0.0202, -0.0351, -0.0351, -0.0559, -0.0724, -0.0815, -0.0752, -0.0663, -0.057, -0.0255, 0.0488, 0.0406, 0.072, 0.0503, 0.034, 0.0369, 0.0, 0.0069, 0.0132, 0.0062, -0.0025, 0.0212, 0.0458, 0.0503, 0.0419, 0.0669, 0.1019, 0.1462, 0.1907, 0.1598, 0.1915, 0.1862, 0.1298, 0.0971, 0.0813, 0.1165, 0.1181, 0.1399, 0.1399, 0.1602, 0.1783, 0.183, 0.1661, 0.1128, 0.1338, 0.1337, 0.1197, 0.0462, 0.0943, 0.0614, 0.0211, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "orig:2057902719612956960", "ticker_idx": 0, "ts": "2026-05-22T19:13:36+00:00", "symbol": "MSFT", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "low", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "$MSFT looks like it's ready for a breakout", "tweet_type": "prediction", "timeline": "unspecified", "summary": "MSFT looks ready for a breakout to the upside.", "resolved_tickers": ["MSFT"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "original", "lang": "en", "tweet_text": "$MSFT looks like it's ready for a breakout.\n\nJust sayin'. https://t.co/439fU5D9Xz", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.0012422987901019589, "ret_signed_m1d": 0.0012422987901019589, "alpha_spy_m1d": 0.005158456571265679, "alpha_c_m1d": 0.005158456571265679, "bench_spy_m1d": -0.0039161577811637205, "bench_c_m1d": -0.0039161577811637205, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": 0.0, "ret_signed_p1d": 0.0, "alpha_spy_p1d": 0.0, "alpha_c_p1d": 0.0, "bench_spy_p1d": 0.0, "bench_c_p1d": 0.0, "ret_p1w": 0.07566233212124329, "ret_signed_p1w": 0.07566233212124329, "alpha_spy_p1w": 0.061124531564196394, "alpha_c_p1w": 0.061124531564196394, "bench_spy_p1w": 0.014537800557046898, "bench_c_p1w": 0.014537800557046898, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.0727, -0.045, -0.0423, -0.0637, -0.0499, -0.0371, -0.034, -0.021, -0.0251, -0.024, -0.0327, -0.0348, -0.042, -0.057, -0.0465, -0.0478, -0.066, -0.0726, -0.0897, -0.087, -0.1114, -0.1155, -0.1276, -0.1495, -0.1443, -0.1175, -0.1195, -0.1097, -0.1097, -0.1111, -0.1125, -0.1076, -0.1106, -0.1159, -0.0837, -0.0629, -0.0197, 0.0019, 0.0079, -0.0034, 0.0112, 0.032, -0.0089, 0.0123, 0.0127, 0.0233, 0.0119, -0.0279, -0.012, -0.014, -0.0193, -0.0132, 0.0031, -0.0104, -0.0163, -0.0279, -0.034, -0.024, 0.0058, 0.0097, -0.0049, 0.0038, 0.0012, 0.0, 0.0, -0.0061, -0.0141, 0.0201, 0.0757, 0.1002, 0.0543, 0.021, 0.0226, -0.0045, -0.0163, -0.0362, -0.0507, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064729470242828632", "ticker_idx": 0, "ts": "2026-06-10T15:20:41+00:00", "symbol": "CRWV", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Added October $105 to my tranche for $CRWV , btw. Today's price action is a gift.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to CRWV (Oct $105 calls) and ARM on the dip; views today's weakness as a buying opportunity.", "resolved_tickers": ["CRWV"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SPY", "bench_c_reason": "country_fallback (suffix='')", "bench_c_industry": "Software - Infrastructure", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Added October $105 to my tranche for $CRWV , btw.  Today's price action is a gift.\n\n---\n\nAlso added to Arm, for those who caught the meme.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.029703967364927975, "ret_signed_m1d": 0.029703967364927975, "alpha_spy_m1d": 0.013685888109165933, "alpha_c_m1d": 0.013685888109165933, "bench_spy_m1d": 0.01601807925576204, "bench_c_m1d": 0.01601807925576204, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.1517, -0.102, -0.1411, -0.1338, -0.1564, -0.1479, -0.1428, -0.1317, -0.084, -0.1586, -0.2176, -0.2767, -0.1897, -0.1796, -0.1398, -0.1398, -0.1534, -0.1085, -0.0702, -0.0378, 0.0668, 0.1533, 0.2258, 0.2414, 0.2505, 0.2222, 0.2282, 0.2045, 0.2817, 0.2281, 0.152, 0.1721, 0.1038, 0.1943, 0.1672, 0.2447, 0.3119, 0.3376, 0.4432, 0.3476, 0.1939, 0.1997, 0.127, 0.1642, 0.1946, 0.1223, 0.0853, 0.0439, 0.0593, 0.1252, 0.1033, 0.1033, 0.1075, 0.0906, 0.1177, 0.1456, 0.3055, 0.2475, 0.1602, 0.1299, 0.05, 0.0707, 0.0297, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "thread:2064729470242828632", "ticker_idx": 1, "ts": "2026-06-10T15:20:41+00:00", "symbol": "ARM", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "Also added to Arm, for those who caught the meme.", "tweet_type": "position_disclosure", "timeline": "months", "summary": "Added to CRWV (Oct $105 calls) and ARM on the dip; views today's weakness as a buying opportunity.", "resolved_tickers": ["ARM"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "SMH", "bench_c_reason": "industry='Semiconductors'", "bench_c_industry": "Semiconductors", "unit_kind": "self_thread", "lang": "en", "tweet_text": "Added October $105 to my tranche for $CRWV , btw.  Today's price action is a gift.\n\n---\n\nAlso added to Arm, for those who caught the meme.", "reply_text": null, "parent_text": null, "quoted_text": null, "parent_author": null, "ret_m1d": 0.05669581072450236, "ret_signed_m1d": 0.05669581072450236, "alpha_spy_m1d": 0.04067773146874032, "alpha_c_m1d": 0.021488794615843076, "bench_spy_m1d": 0.01601807925576204, "bench_c_m1d": 0.035207016108659284, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 21, "stated_label": "p1m", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [-0.6235, -0.6041, -0.5859, -0.5825, -0.5777, -0.5695, -0.5547, -0.561, -0.4891, -0.4965, -0.5312, -0.5545, -0.5079, -0.4956, -0.515, -0.515, -0.5161, -0.5321, -0.5156, -0.5128, -0.5156, -0.4874, -0.4756, -0.4817, -0.472, -0.4577, -0.4304, -0.4292, -0.3606, -0.3345, -0.2362, -0.2978, -0.3538, -0.3439, -0.3159, -0.3131, -0.3388, -0.3207, -0.2281, -0.3062, -0.3063, -0.3083, -0.3237, -0.2805, -0.2567, -0.3196, -0.3003, -0.2741, -0.1649, -0.0299, -0.003, -0.003, 0.0449, -0.0154, 0.0906, 0.1492, 0.3299, 0.3099, 0.3396, 0.2798, 0.1155, 0.1267, 0.0567, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}
{"unit_id": "quote:2064710520318706080", "ticker_idx": 0, "ts": "2026-06-10T14:05:23+00:00", "symbol": "ELF", "kind": "equity", "geography": null, "sub_sector": null, "direction": "long", "conviction": "high", "explicit": true, "explicit_audit": "verified", "polarity_reversed": false, "quote": "at some point today this is going to become a double at $8.40", "tweet_type": "prediction", "timeline": "intraday", "summary": "Long ELF 8/21 60c, expects the options position to double to $8.40 intraday.", "resolved_tickers": ["ELF"], "resolution_method": "identity", "resolution_reason": "structural marker; pre-classified as canonical yfinance ticker", "bench_c": "XLP", "bench_c_reason": "industry='Household & Personal Products'", "bench_c_industry": "Household & Personal Products", "unit_kind": "quote", "lang": "en", "tweet_text": "I'm gonna be on a boat most of today so won't be here to call it, but at some point today this is going to become a double at $8.40.  Making your trade free at that point is big brained.\n\nApologies to Woaky's household who is going to have to find ways to hide this gain so his ego doesn't get tripped at being a lesser provider than some stranger on the internet :P", "reply_text": null, "parent_text": null, "quoted_text": "I basically put couch cushion money in it because I'm disinterested in general, but I feel like I owe you guys a TotD, and this one has a superb setup\n\n$ELF 8/21 60c $4.20", "parent_author": null, "ret_m1d": -0.04215417770070495, "ret_signed_m1d": -0.04215417770070495, "alpha_spy_m1d": -0.058172256956466994, "alpha_c_m1d": -0.02589497283017217, "bench_spy_m1d": 0.01601807925576204, "bench_c_m1d": -0.016259204870532784, "ret_t0": 0.0, "ret_signed_t0": 0.0, "alpha_spy_t0": 0.0, "alpha_c_t0": 0.0, "bench_spy_t0": 0.0, "bench_c_t0": 0.0, "ret_p1d": null, "ret_signed_p1d": null, "alpha_spy_p1d": null, "alpha_c_p1d": null, "bench_spy_p1d": null, "bench_c_p1d": null, "ret_p1w": null, "ret_signed_p1w": null, "alpha_spy_p1w": null, "alpha_c_p1w": null, "bench_spy_p1w": null, "bench_c_p1w": null, "ret_p1m": null, "ret_signed_p1m": null, "alpha_spy_p1m": null, "alpha_c_p1m": null, "bench_spy_p1m": null, "bench_c_p1m": null, "ret_p3m": null, "ret_signed_p3m": null, "alpha_spy_p3m": null, "alpha_c_p3m": null, "bench_spy_p3m": null, "bench_c_p3m": null, "ret_p6m": null, "ret_signed_p6m": null, "alpha_spy_p6m": null, "alpha_c_p6m": null, "bench_spy_p6m": null, "bench_c_p6m": null, "ret_p1y": null, "ret_signed_p1y": null, "alpha_spy_p1y": null, "alpha_c_p1y": null, "bench_spy_p1y": null, "bench_c_p1y": null, "stated_td": 1, "stated_label": "p1d", "ret_signed_stated": null, "alpha_spy_stated": null, "alpha_c_stated": null, "price_path": [0.2631, 0.2667, 0.2846, 0.2097, 0.2629, 0.2474, 0.2374, 0.1624, 0.1984, 0.1507, 0.0504, 0.0212, 0.0428, 0.0719, 0.0523, 0.0523, 0.0877, 0.052, 0.0628, 0.1, 0.1206, 0.129, 0.1855, 0.202, 0.1915, 0.1497, 0.1772, 0.1524, 0.1284, 0.1395, 0.1404, 0.0964, 0.084, 0.0509, 0.1007, 0.0408, 0.0642, 0.0224, 0.057, 0.0631, 0.0471, -0.0504, -0.0423, -0.0754, -0.0456, -0.0291, -0.0561, -0.0884, -0.1273, -0.086, -0.0898, -0.0898, -0.0687, -0.0131, -0.0124, -0.0365, -0.0797, -0.1056, -0.1055, -0.1149, -0.1471, -0.1005, -0.0422, 0.0, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null]}